Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PBW)
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 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47+ 0.2% |
$1.71K - $2.46K
|
23K
$469K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
46New |
$1.67K - $2.41K
|
46
$939
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
41New |
$1.49K - $2.14K
|
41
$837
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
35+ 8.43% |
$1.27K - $1.83K
|
450
$9.19K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
35New |
$1.27K - $1.83K
|
35
$715
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
34+ 0.54% |
$1.23K - $1.78K
|
6.39K
$130K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
31New |
$1.13K - $1.62K
|
31
$633
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
31+ 70.45% |
$1.13K - $1.62K
|
75
$1.53K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$1.09K - $1.57K
|
30
$613
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
28+ 5.71% |
$1.02K - $1.46K
|
518
$10.6K
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
20+ 142.86% |
$726 - $1.05K
|
34
$694
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18+ 0.23% |
$654 - $941
|
7.78K
$159K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
16+ 0.36% |
$581 - $837
|
4.44K
$90.6K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
11+ 31.43% |
$400 - $575
|
46
$939
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$327 - $471
|
9
$184
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 1.65% |
$327 - $471
|
554
$11.3K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 1.7% |
$254 - $366
|
418
$8.54K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3New |
$109 - $157
|
3
$61.3
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.55% |
$72.6 - $105
|
131
$2.68K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 2.38% |
$36.3 - $52.3
|
43
$878
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1- 2.17% |
$36.3 - $52.3
|
45
$919
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10- 1.33% |
$363 - $523
|
744
$15.2K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-21- 0.99% |
$763 - $1.1K
|
2.1K
$42.9K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-52- 16.0% |
$1.89K - $2.72K
|
273
$5.57K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-69- 0.25% |
$2.51K - $3.61K
|
28.1K
$573K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-69- 34.33% |
$2.51K - $3.61K
|
132
$2.7K
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
SELL
|
- |
-100- 0.39% |
$3.63K - $5.23K
|
25.7K
$525K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-113- 0.83% |
$4.1K - $5.91K
|
13.5K
$276K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-125- 6.4% |
$4.54K - $6.54K
|
1.83K
$37.3K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-162- 1.1% |
$5.88K - $8.47K
|
14.6K
$298K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-181- 97.84% |
$6.57K - $9.47K
|
4
$81.7
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-182- 2.58% |
$6.61K - $9.52K
|
6.87K
$140K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-254- 42.26% |
$9.23K - $13.3K
|
347
$7.09K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-271- 0.12% |
$9.84K - $14.2K
|
231K
$4.72M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-280- 3.19% |
$10.2K - $14.6K
|
8.49K
$173K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-295- 9.62% |
$10.7K - $15.4K
|
2.77K
$56.6K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-332- 3.65% |
$12.1K - $17.4K
|
8.75K
$179K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-486- 3.0% |
$17.7K - $25.4K
|
15.7K
$320K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-568- 1.54% |
$20.6K - $29.7K
|
36.3K
$741K
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-577- 3.28% |
$21K - $30.2K
|
17K
$347K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-725- 19.67% |
$26.3K - $37.9K
|
2.96K
$60.4K
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-751- 3.42% |
$27.3K - $39.3K
|
21.2K
$433K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-837- 5.44% |
$30.4K - $43.8K
|
14.5K
$297K
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-917- 6.6% |
$33.3K - $48K
|
13K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.16K- 7.55% |
$42.2K - $60.7K
|
14.2K
$290K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.24K- 12.81% |
$45.1K - $65K
|
8.45K
$173K
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-1.3K- 80.5% |
$47.2K - $68K
|
315
$6.43K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.34K- 50.8% |
$48.5K - $69.9K
|
1.29K
$26.4K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-1.42K- 11.39% |
$51.4K - $74.1K
|
11K
$225K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-1.42K- 16.14% |
$51.7K - $74.4K
|
7.4K
$151K
|