Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q3 2021. 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
Oct 29, 2021 Q3 2021
Motco

BUY
 -
1.09K
New
$80.1K - $101K
1.09K $17.5K
Nov 04, 2021 Q3 2021
Abbrea Capital, LLC

BUY
 -
1K
+ 25.62%
$73.5K - $92.2K
4.9K $78.5K
Nov 16, 2021 Q3 2021
Cetera Advisors LLC

Denver, CO
BUY
 -
980
+ 19.47%
$72K - $90.4K
6.01K $96.3K
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

BUY
 -
927
+ 1.29%
$68.1K - $85.5K
72.8K $1.17M
Nov 12, 2021 Q3 2021
Fiduciary Trust CO

Boston, MA
BUY
 -
868
+ 3.44%
$63.8K - $80.1K
26.1K $418K
Nov 10, 2021 Q3 2021
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
814
+ 53.2%
$59.8K - $75.1K
2.34K $37.6K
Nov 10, 2021 Q3 2021
Cx Institutional

BUY
 -
775
+ 17.53%
$57K - $71.5K
5.2K $83.2K
Nov 15, 2021 Q3 2021
Veritable, L.P.

Newtown Square, PA
BUY
 -
723
+ 7.78%
$53.1K - $66.7K
10K $160K
Oct 19, 2021 Q3 2021
Kestra Advisory Services, LLC

BUY
 -
718
+ 8.21%
$52.8K - $66.2K
9.47K $152K
Nov 12, 2021 Q3 2021
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
600
+ 40.0%
$44.1K - $55.3K
2.1K $33.6K
Nov 12, 2021 Q3 2021
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
574
+ 34.89%
$42.2K - $52.9K
2.22K $35.5K
Nov 01, 2021 Q3 2021
Sage Mountain Advisors LLC

BUY
 -
548
New
$40.3K - $50.5K
548 $8.78K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
BUY
 -
540
+ 28.13%
$39.7K - $49.8K
2.46K $39.4K
Oct 26, 2021 Q3 2021
Prism Advisors, Inc.

BUY
 -
510
+ 19.3%
$37.5K - $47K
3.15K $50.5K
Apr 24, 2024 Q3 2021
Bulltick Wealth Management, LLC

Miami, FL
BUY
 -
500
+ 0.55%
$36.8K - $46.1K
91.5K $1.47M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
400
New
$29.4K - $36.9K
400 $6.41K
Nov 03, 2021 Q3 2021
Occidental Asset Management, LLC

BUY
 -
395
+ 3.81%
$29K - $36.4K
10.8K $172K
Oct 19, 2021 Q3 2021
Eastern Bank

BUY
 -
393
+ 8.66%
$28.9K - $36.2K
4.93K $79K
Nov 12, 2021 Q3 2021
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
374
New
$27.5K - $34.5K
374 $5.99K
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

BUY
 -
357
+ 6.74%
$26.2K - $32.9K
5.66K $90.6K
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
336
+ 78.69%
$24.7K - $31K
763 $12.2K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

BUY
 -
316
+ 1373.91%
$23.2K - $29.1K
339 $5.43K
Nov 03, 2021 Q3 2021
Wade G W & Inc

Wellesley, MA
BUY
 -
305
+ 7.36%
$22.4K - $28.1K
4.45K $71.2K
Nov 15, 2021 Q3 2021
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
260
New
$19.1K - $24K
260 $4.17K
Nov 08, 2021 Q3 2021
Princeton Global Asset Management LLC

BUY
 -
231
+ 1215.79%
$17K - $21.3K
250 $4.01K
Nov 03, 2021 Q3 2021
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
218
+ 2.67%
$16K - $20.1K
8.4K $134K
Nov 09, 2021 Q3 2021
Jfs Wealth Advisors, LLC

BUY
 -
214
+ 21.84%
$15.7K - $19.7K
1.19K $19.1K
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
199
+ 1.94%
$14.6K - $18.4K
10.4K $167K
Oct 21, 2021 Q3 2021
Townsend Asset Management Corp

BUY
 -
174
+ 4.79%
$12.8K - $16K
3.81K $61K
Nov 12, 2021 Q3 2021
Mcmillion Capital Management Inc

BUY
 -
104
+ 0.43%
$7.64K - $9.59K
24.4K $390K
Jan 09, 2024 Q3 2021
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
103
+ 18.76%
$7.57K - $9.5K
652 $10.4K
Oct 26, 2021 Q3 2021
Cutler Group LP

BUY
 -
100
+ 25.0%
$7.35K - $9.22K
500 $8.01K
Oct 29, 2021 Q3 2021
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
93
+ 2.54%
$6.84K - $8.58K
3.76K $60.3K
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
86
New
$6.32K - $7.93K
86 $1.38K
Nov 15, 2021 Q3 2021
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
75
New
$5.51K - $6.92K
75 $1.2K
Nov 12, 2021 Q3 2021
Tradition Wealth Management, LLC

BUY
 -
75
+ 35.71%
$5.51K - $6.92K
285 $4.57K
Nov 15, 2021 Q3 2021
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
61
+ 32.62%
$4.48K - $5.63K
248 $3.97K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
60
New
$4.41K - $5.53K
60 $961
Nov 03, 2021 Q3 2021
Nwam LLC

Mercer Island, WA
BUY
 -
16
+ 0.21%
$1.18K - $1.48K
7.61K $122K
Nov 16, 2021 Q3 2021
Navis Wealth Advisors, LLC

Rye Brook, NY
BUY
 -
14
+ 0.26%
$1.03K - $1.29K
5.37K $86K
Nov 10, 2021 Q3 2021
Avidian Wealth Solutions, LLC

BUY
 -
11
+ 0.36%
$809 - $1.01K
3.06K $49K
Oct 21, 2021 Q3 2021
Joel Isaacson & Co., LLC

BUY
 -
11
+ 0.27%
$809 - $1.01K
4.02K $64.3K
Nov 01, 2021 Q3 2021
Element Wealth, LLC

BUY
 -
7
+ 35.0%
$515 - $646
27 $433
Nov 02, 2021 Q3 2021
Valeo Financial Advisors, LLC

BUY
 -
3
+ 0.11%
$221 - $277
2.74K $43.9K
Oct 12, 2021 Q3 2021
Activest Wealth Management

BUY
 -
2
+ 0.17%
$147 - $184
1.17K $18.8K
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1
+ 0.67%
$73.5 - $92.2
151 $2.42K
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 10, 2021 Q3 2021
Us Bancorp \De\

SELL
 -
-5
- 0.72%
$368 - $461
686 $11K
Oct 26, 2021 Q3 2021
Brendel Financial Advisors LLC

SELL
 -
-12
Closed
$882 - $1.11K
0 $0

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