Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q3 2022. 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 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
129New |
$5.85K - $8.36K
|
129
$2.63K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
110+ 0.66% |
$4.99K - $7.13K
|
16.7K
$340K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93+ 0.56% |
$4.22K - $6.03K
|
16.8K
$343K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
91+ 0.52% |
$4.13K - $5.9K
|
17.6K
$359K
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
86+ 1.34% |
$3.9K - $5.57K
|
6.51K
$133K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
64+ 0.58% |
$2.9K - $4.15K
|
11.1K
$227K
|
|
Nov 10, 2022
Q3 2022
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
55+ 0.77% |
$2.5K - $3.57K
|
7.19K
$147K
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
45+ 1.19% |
$2.04K - $2.92K
|
3.84K
$78.5K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
35New |
$1.59K - $2.27K
|
35
$715
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28+ 7.24% |
$1.27K - $1.81K
|
415
$8.47K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
26+ 0.3% |
$1.18K - $1.69K
|
8.82K
$180K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
22+ 0.47% |
$998 - $1.43K
|
4.71K
$96.3K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14+ 0.03% |
$635 - $907
|
47.1K
$962K
|
|
Oct 28, 2022
Q3 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
9+ 0.14% |
$408 - $583
|
6.46K
$132K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 4.69% |
$408 - $583
|
201
$4.1K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 1.49% |
$363 - $519
|
545
$11.1K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
3+ 1.92% |
$136 - $194
|
159
$3.25K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 2.33% |
$45.4 - $64.8
|
44
$898
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$45.4 - $64.8
|
348
$7.11K
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.4% |
$45.4 - $64.8
|
251
$5.13K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.29% |
$45.4 - $64.8
|
343
$7K
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 1.96% |
$45.4 - $64.8
|
52
$1.06K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$45.4 - $64.8
|
14.8K
$302K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12- 0.2% |
$544 - $778
|
6.1K
$125K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15- 0.16% |
$681 - $972
|
9.09K
$186K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30- 1.13% |
$1.36K - $1.94K
|
2.63K
$53.7K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-63- 60.0% |
$2.86K - $4.08K
|
42
$858
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-79- 3.59% |
$3.58K - $5.12K
|
2.12K
$43.3K
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-98- 15.03% |
$4.45K - $6.35K
|
554
$11.3K
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-138- 1.42% |
$6.26K - $8.95K
|
9.56K
$195K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-175- 14.66% |
$7.94K - $11.3K
|
1.02K
$20.8K
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-221- 20.02% |
$10K - $14.3K
|
883
$18K
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-240- 3.41% |
$10.9K - $15.6K
|
6.8K
$139K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-240Closed |
$10.9K - $15.6K
|
0
$0
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-262- 39.34% |
$11.9K - $17K
|
404
$8.25K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-288- 46.98% |
$13.1K - $18.7K
|
325
$6.64K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-292- 8.69% |
$13.2K - $18.9K
|
3.07K
$62.6K
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-367- 66.49% |
$16.7K - $23.8K
|
185
$3.78K
|
|
Oct 18, 2022
Q3 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-440- 0.92% |
$20K - $28.5K
|
47.6K
$971K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-532- 41.37% |
$24.1K - $34.5K
|
754
$15.4K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-536- 78.13% |
$24.3K - $34.7K
|
150
$3.06K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-549- 2.09% |
$24.9K - $35.6K
|
25.8K
$526K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-600- 16.2% |
$27.2K - $38.9K
|
3.1K
$63.4K
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-618- 0.27% |
$28K - $40.1K
|
231K
$4.72M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-658- 6.98% |
$29.9K - $42.7K
|
8.77K
$179K
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
SELL
|
- |
-805- 5.48% |
$36.5K - $52.2K
|
13.9K
$284K
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-870- 8.41% |
$39.5K - $56.4K
|
9.47K
$193K
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-900- 1.43% |
$40.8K - $58.3K
|
61.9K
$1.26M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-920- 2.18% |
$41.7K - $59.6K
|
41.3K
$843K
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.16K- 4.31% |
$52.7K - $75.3K
|
25.8K
$527K
|