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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.32K- 13.67% |
$41.2K - $57.8K
|
8.36K
$171K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.48K- 10.41% |
$46K - $64.5K
|
12.7K
$260K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-1.75K- 2.74% |
$54.5K - $76.4K
|
62.1K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.85K- 10.83% |
$57.6K - $80.8K
|
15.2K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.85K- 8.41% |
$88.8K - $125K
|
31K
$634K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.73K- 36.67% |
$116K - $163K
|
6.45K
$132K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.96K- 4.81% |
$123K - $173K
|
78.3K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.44K- 14.27% |
$170K - $238K
|
32.7K
$668K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 24.48% |
$189K - $266K
|
18.7K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.21K- 47.23% |
$193K - $271K
|
6.94K
$142K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-11.2K- 10.05% |
$350K - $490K
|
100K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.6K- 6.78% |
$549K - $770K
|
242K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-18.2K- 21.65% |
$568K - $797K
|
66K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.3K- 38.65% |
$1M - $1.41M
|
51.2K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-35.4K- 73.66% |
$1.1M - $1.55M
|
12.7K
$258K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.9K- 43.28% |
$1.15M - $1.61M
|
48.4K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.1K- 39.77% |
$1.25M - $1.75M
|
60.8K
$1.24M
|