Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q3 2023. 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 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
115New |
$3.58K - $5.03K
|
115
$2.35K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
74New |
$2.31K - $3.23K
|
74
$1.51K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
71New |
$2.21K - $3.1K
|
71
$1.45K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
43+ 12.18% |
$1.34K - $1.88K
|
396
$8.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20+ 2.69% |
$623 - $874
|
764
$15.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
19+ 0.48% |
$592 - $830
|
3.97K
$81.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.53% |
$218 - $306
|
1.33K
$27.2K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.71% |
$125 - $175
|
568
$11.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.53% |
$93.4 - $131
|
568
$11.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.74% |
$93.4 - $131
|
410
$8.37K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.47% |
$62.3 - $87.4
|
428
$8.74K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$31.2 - $43.7
|
257
$5.25K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1+ 1.79% |
$31.2 - $43.7
|
57
$1.16K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.49% |
$31.2 - $43.7
|
68
$1.39K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 7.14% |
$31.2 - $43.7
|
13
$265
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4- 0.65% |
$125 - $175
|
613
$12.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-20- 24.1% |
$623 - $874
|
63
$1.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-24- 0.13% |
$748 - $1.05K
|
17.8K
$363K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25- 0.29% |
$779 - $1.09K
|
8.52K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-30- 27.78% |
$935 - $1.31K
|
78
$1.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 42.31% |
$1.37K - $1.92K
|
60
$1.23K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-48- 50.0% |
$1.5K - $2.1K
|
48
$980
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-65- 11.93% |
$2.02K - $2.84K
|
480
$9.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-89- 18.43% |
$2.77K - $3.89K
|
394
$8.05K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-104- 0.11% |
$3.24K - $4.54K
|
96.1K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-144- 8.46% |
$4.49K - $6.29K
|
1.56K
$31.8K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-169- 14.46% |
$5.26K - $7.39K
|
1K
$20.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-171- 3.82% |
$5.33K - $7.47K
|
4.3K
$87.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-177- 1.87% |
$5.51K - $7.73K
|
9.29K
$190K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-188- 5.93% |
$5.86K - $8.22K
|
2.98K
$60.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-190- 2.63% |
$5.92K - $8.3K
|
7.04K
$144K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-196- 2.66% |
$6.11K - $8.57K
|
7.18K
$147K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-262- 3.25% |
$8.16K - $11.4K
|
7.8K
$159K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-274- 16.8% |
$8.54K - $12K
|
1.36K
$27.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 10.32% |
$9.35K - $13.1K
|
2.61K
$53.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-300- 1.28% |
$9.35K - $13.1K
|
23.1K
$472K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-324- 62.55% |
$10.1K - $14.2K
|
194
$3.96K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-347Closed |
$10.8K - $15.2K
|
0
$0
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-347Closed |
$10.8K - $15.2K
|
0
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-452- 45.2% |
$14.1K - $19.8K
|
548
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-535- 3.45% |
$16.7K - $23.4K
|
15K
$306K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-618- 6.03% |
$19.3K - $27K
|
9.63K
$197K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-638- 8.46% |
$19.9K - $27.9K
|
6.9K
$141K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-645- 8.03% |
$20.1K - $28.2K
|
7.38K
$151K
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-989- 12.81% |
$30.8K - $43.2K
|
6.73K
$137K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 2.58% |
$34.8K - $48.8K
|
42.2K
$862K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.14K- 47.86% |
$35.6K - $49.9K
|
1.25K
$25.4K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.32K- 9.1% |
$41K - $57.5K
|
13.1K
$268K
|