Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q3 2025. 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 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
53.3KNew |
$1.07M - $1.57M
|
53.3K
$1.82M
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
22.8KNew |
$459K - $672K
|
22.8K
$777K
|
|
Oct 21, 2025
Q3 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
8.97KNew |
$180K - $264K
|
8.97K
$305K
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
8.73KNew |
$175K - $257K
|
8.73K
$297K
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.05KNew |
$142K - $207K
|
7.05K
$240K
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6K+ 36.16% |
$121K - $177K
|
22.6K
$769K
|
|
Oct 09, 2025
Q3 2025
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
2.03KNew |
$40.9K - $59.8K
|
2.03K
$69.3K
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
316+ 104.29% |
$6.35K - $9.3K
|
619
$21.1K
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.22% |
$20.1 - $29.4
|
465
$15.8K
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-143- 38.86% |
$2.87K - $4.21K
|
225
$7.66K
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-148- 1.66% |
$2.97K - $4.35K
|
8.79K
$299K
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-337- 3.17% |
$6.77K - $9.91K
|
10.3K
$351K
|
|
Oct 06, 2025
Q3 2025
|
Moller Financial Services
|
SELL
|
- |
-5.73K- 15.19% |
$115K - $168K
|
32K
$1.09M
|