Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-600Closed |
$41.3K - $57.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-650- 16.8% |
$44.8K - $62.1K
|
3.22K
$66.1K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-651- 4.21% |
$44.8K - $62.2K
|
14.8K
$304K
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-810- 1.17% |
$55.8K - $77.4K
|
68.1K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 14.3% |
$77.1K - $107K
|
6.71K
$138K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1.25K- 4.96% |
$86.1K - $119K
|
23.9K
$491K
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.31K- 29.46% |
$90.2K - $125K
|
3.14K
$64.4K
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.41K- 14.55% |
$97.2K - $135K
|
8.29K
$170K
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.6K- 9.58% |
$110K - $153K
|
15.1K
$310K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.66K- 2.28% |
$115K - $159K
|
71.1K
$1.46M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 6.89% |
$124K - $172K
|
24.3K
$499K
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.91K- 12.71% |
$132K - $183K
|
13.1K
$270K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.04K- 21.52% |
$140K - $195K
|
7.43K
$153K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.08K- 21.95% |
$143K - $199K
|
7.39K
$152K
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.25K- 77.82% |
$155K - $215K
|
640
$13.1K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.43K- 89.16% |
$167K - $232K
|
295
$6.06K
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.45KClosed |
$169K - $234K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.59KClosed |
$179K - $248K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.65K- 41.23% |
$183K - $253K
|
3.78K
$77.6K
|
|
Feb 14, 2022
Q4 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-2.65KClosed |
$183K - $254K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.72K- 45.26% |
$187K - $260K
|
3.29K
$67.6K
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.74KClosed |
$189K - $262K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Sfmg, LLC
|
SELL
|
- |
-2.81KClosed |
$193K - $268K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.91K- 30.38% |
$201K - $278K
|
6.68K
$137K
|
|
Jan 31, 2022
Q4 2021
|
Diversified, LLC
|
SELL
|
- |
-2.92K- 9.58% |
$201K - $279K
|
27.6K
$566K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.04K- 13.05% |
$209K - $290K
|
20.2K
$415K
|
|
Nov 14, 2024
Q4 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.05KClosed |
$210K - $291K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.35K- 2.75% |
$231K - $320K
|
118K
$2.43M
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.44K- 3.76% |
$237K - $329K
|
88.1K
$1.81M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.73K- 4.92% |
$257K - $357K
|
72.1K
$1.48M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.78K- 28.74% |
$260K - $361K
|
9.36K
$192K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.05KClosed |
$279K - $387K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-4.27K- 13.58% |
$294K - $408K
|
27.2K
$558K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.8K- 49.2% |
$331K - $459K
|
4.96K
$102K
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-5.11KClosed |
$352K - $489K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.34K- 14.8% |
$368K - $510K
|
30.7K
$631K
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-5.37KClosed |
$370K - $513K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.47K- 22.05% |
$377K - $523K
|
19.4K
$397K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.54K- 24.45% |
$382K - $530K
|
17.1K
$352K
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.66K- 9.7% |
$459K - $636K
|
62K
$1.27M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.28K- 10.98% |
$502K - $696K
|
59.1K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.42K- 55.39% |
$511K - $709K
|
5.98K
$123K
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-7.42K- 39.83% |
$511K - $709K
|
11.2K
$230K
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.42K- 60.92% |
$511K - $709K
|
4.76K
$97.7K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.95K- 72.18% |
$548K - $760K
|
3.07K
$62.9K
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-8.4KClosed |
$578K - $802K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10K- 2.87% |
$689K - $956K
|
339K
$6.95M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.4K- 40.34% |
$715K - $992K
|
15.4K
$315K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-10.8KClosed |
$741K - $1.03M
|
0
$0
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-11.1K- 99.61% |
$761K - $1.06M
|
43
$883
|