Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PBW)

PBW Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 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
Feb 14, 2023 Q4 2022
Jane Street Group, LLC

New York, NY
BUY
 -
20K
New
$726K - $1.04M
20K $408K
Feb 15, 2023 Q4 2022
Cerity Partners LLC

New York, NY
BUY
 -
17.9K
New
$651K - $937K
17.9K $366K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15.3K
+ 330.03%
$556K - $800K
19.9K $407K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
14K
+ 21.52%
$508K - $731K
78.9K $1.61M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
12.9K
+ 21.74%
$469K - $675K
72.3K $1.48M
Feb 14, 2023 Q4 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
12.5K
New
$453K - $652K
12.5K $255K
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
11.1K
New
$402K - $578K
11.1K $226K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
10.7K
+ 20.28%
$387K - $557K
63.2K $1.29M
Feb 14, 2023 Q4 2022
Zurich Insurance Group LTD

Zurich, V8
BUY
 -
9.13K
+ 7.21%
$332K - $478K
136K $2.77M
Feb 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
7.84K
New
$285K - $410K
7.84K $160K
Aug 30, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.39K
New
$232K - $334K
6.39K $130K
Feb 01, 2023 Q4 2022
Bank Of Montreal

Toronto, A6
BUY
 -
6.31K
+ 49.94%
$229K - $330K
18.9K $387K
Feb 07, 2023 Q4 2022
Family Firm, Inc.

BUY
 -
6.13K
+ 11.64%
$223K - $321K
58.8K $1.2M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
6.01K
+ 18.85%
$218K - $314K
37.9K $774K
Feb 13, 2023 Q4 2022
Banco Bilbao Vizcaya Argentaria, S.A.

BUY
 -
4.71K
+ 59.7%
$171K - $246K
12.6K $257K
Feb 10, 2023 Q4 2022
Wealthfront Advisers LLC

BUY
 -
4.7K
+ 44.5%
$171K - $246K
15.3K $311K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
2.73K
New
$99.2K - $143K
2.73K $55.8K
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.65K
+ 32.78%
$96.1K - $138K
10.7K $219K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
2.14K
+ 623.91%
$77.7K - $112K
2.48K $50.7K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.07K
+ 18.63%
$75.1K - $108K
13.2K $269K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1.9K
New
$68.8K - $99.1K
1.9K $38.7K
Feb 01, 2023 Q4 2022
Jfg Wealth Management, LLC

Denver, CO
BUY
 -
1.87K
+ 26.1%
$68.1K - $98K
9.05K $185K
Feb 13, 2023 Q4 2022
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
1.31K
New
$47.4K - $68.3K
1.31K $26.6K
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

BUY
 -
1.26K
New
$45.8K - $65.9K
1.26K $25.7K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.18K
+ 9.98%
$42.9K - $61.8K
13K $266K
Feb 14, 2023 Q4 2022
Mariner, LLC

Overland Park, KS
BUY
 -
1.09K
+ 11.99%
$39.6K - $57K
10.2K $208K
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
1.08K
+ 5.11%
$39.3K - $56.6K
22.3K $455K
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
871
+ 5.18%
$31.6K - $45.6K
17.7K $361K
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
697
+ 68.4%
$25.3K - $36.5K
1.72K $35K
Feb 13, 2024 Q4 2022
United Community Bank

Greenville, SC
BUY
 -
635
New
$23.1K - $33.2K
635 $13K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
571
+ 7.69%
$20.7K - $29.9K
8K $163K
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
568
+ 4.04%
$20.6K - $29.7K
14.6K $299K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
506
+ 13.09%
$18.4K - $26.5K
4.37K $89.3K
Feb 13, 2023 Q4 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
500
+ 5.28%
$18.2K - $26.2K
9.97K $204K
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
404
New
$14.7K - $21.1K
404 $8.25K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
374
New
$13.6K - $19.6K
374 $7.64K
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
330
New
$12K - $17.3K
330 $6.74K
Feb 10, 2023 Q4 2022
Dividend Assets Capital, LLC

BUY
 -
283
New
$10.3K - $14.8K
283 $5.78K
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
257
+ 3.98%
$9.33K - $13.4K
6.72K $137K
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
212
New
$7.7K - $11.1K
212 $4.33K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
155
New
$5.63K - $8.11K
155 $3.17K
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
150
New
$5.45K - $7.85K
150 $3.06K
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

BUY
 -
140
New
$5.08K - $7.32K
140 $2.86K
Feb 13, 2023 Q4 2022
Covestor LTD

Boston, MA
BUY
 -
132
New
$4.79K - $6.9K
132 $2.7K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
130
+ 12.52%
$4.72K - $6.8K
1.17K $23.9K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
120
New
$4.36K - $6.28K
120 $2.45K
Feb 13, 2023 Q4 2022
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
94
New
$3.41K - $4.92K
94 $1.92K
Jan 10, 2023 Q4 2022
Jdm Financial Group LLC

Encino, CA
BUY
 -
66
New
$2.4K - $3.45K
66 $1.35K
Feb 01, 2023 Q4 2022
Townsend Asset Management Corp

BUY
 -
52
+ 1.35%
$1.89K - $2.72K
3.89K $79.5K

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