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 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.2K- 9.24% |
$54.3K - $77.6K
|
11.8K
$240K
|
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-1.51K- 8.91% |
$68.3K - $97.6K
|
15.4K
$314K
|
|
|
Nov 07, 2022
Q3 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-1.73K- 3.04% |
$78.5K - $112K
|
55.3K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.84K- 29.41% |
$83.6K - $119K
|
4.42K
$90.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.47K- 10.12% |
$112K - $160K
|
21.9K
$448K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.24K- 4.76% |
$147K - $210K
|
65K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Investment Management, LLC
Charlottesville, VA |
SELL
|
- |
-3.32K- 34.51% |
$150K - $215K
|
6.29K
$128K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.58K- 11.25% |
$163K - $232K
|
28.3K
$577K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.59K- 55.24% |
$163K - $233K
|
2.91K
$59.4K
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.6K- 64.85% |
$163K - $233K
|
1.95K
$39.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.73K- 25.73% |
$215K - $307K
|
13.6K
$279K
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.93K- 48.61% |
$224K - $320K
|
5.22K
$107K
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-4.94K- 71.3% |
$224K - $320K
|
1.99K
$40.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-5.25K- 25.5% |
$238K - $340K
|
15.3K
$313K
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.19K- 29.33% |
$281K - $401K
|
14.9K
$304K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.19K- 6.94% |
$281K - $401K
|
83K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-6.59K- 13.45% |
$299K - $427K
|
42.4K
$866K
|
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-7.24K- 22.55% |
$329K - $469K
|
24.9K
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.51K- 11.22% |
$341K - $487K
|
59.4K
$1.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-8.77K- 60.49% |
$398K - $568K
|
5.73K
$117K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-11K- 86.52% |
$500K - $714K
|
1.72K
$35K
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-13.3K- 45.88% |
$605K - $864K
|
15.7K
$321K
|
|
|
Nov 14, 2022
Q3 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-13.9K- 9.86% |
$629K - $899K
|
127K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 73.16% |
$786K - $1.12M
|
6.35K
$130K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.1K- 26.22% |
$957K - $1.37M
|
59.4K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24.5K- 7.82% |
$1.11M - $1.59M
|
289K
$5.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
- |
-28K- 97.07% |
$1.27M - $1.82M
|
846
$17.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-32K- 93.08% |
$1.45M - $2.07M
|
2.38K
$48.6K
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48K- 19.59% |
$2.18M - $3.11M
|
197K
$4.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-48K- 19.59% |
$2.18M - $3.11M
|
197K
$4.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-350K- 28.81% |
$15.9M - $22.7M
|
865K
$17.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-353K- 38.71% |
$16M - $22.9M
|
559K
$11.4M
|