Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-23- 7.3% |
$442 - $531
|
292
$5.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-27- 29.35% |
$519 - $623
|
65
$1.33K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-40- 21.05% |
$768 - $923
|
150
$3.06K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-52- 0.09% |
$999 - $1.2K
|
55.5K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-54- 0.52% |
$1.04K - $1.25K
|
10.4K
$212K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-72- 12.5% |
$1.38K - $1.66K
|
504
$10.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-116- 3.23% |
$2.23K - $2.68K
|
3.47K
$70.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-172- 22.57% |
$3.3K - $3.97K
|
590
$12K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-192- 1.16% |
$3.69K - $4.43K
|
16.3K
$333K
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-243- 2.24% |
$4.67K - $5.61K
|
10.6K
$216K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 2.46% |
$6.92K - $8.31K
|
14.2K
$291K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-580- 17.09% |
$11.1K - $13.4K
|
2.81K
$57.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-804Closed |
$15.4K - $18.6K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1K- 92.42% |
$19.2K - $23.1K
|
82
$1.67K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 87.64% |
$19.2K - $23.1K
|
141
$2.88K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.52K- 10.64% |
$29.2K - $35.1K
|
12.8K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.6K- 26.34% |
$30.8K - $37K
|
4.48K
$91.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.64K- 37.86% |
$31.4K - $37.8K
|
2.69K
$54.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
SELL
|
- |
-1.65K- 54.15% |
$31.7K - $38.1K
|
1.4K
$28.5K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.57K- 5.23% |
$49.3K - $59.2K
|
46.5K
$949K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-4.78K- 13.83% |
$91.8K - $110K
|
29.8K
$608K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.88K- 99.49% |
$93.7K - $113K
|
25
$511
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.19K- 3.59% |
$99.6K - $120K
|
139K
$2.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-17.7K- 42.75% |
$339K - $408K
|
23.6K
$483K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.5K- 56.74% |
$412K - $495K
|
16.4K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-34K- 38.77% |
$653K - $785K
|
53.7K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-34.7K- 26.3% |
$667K - $802K
|
97.4K
$1.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-82.2K- 63.59% |
$1.58M - $1.9M
|
47.1K
$961K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-230K- 38.97% |
$4.42M - $5.31M
|
361K
$7.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-623K- 95.3% |
$12M - $14.4M
|
30.7K
$627K
|