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 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.56K- 3.77% |
$56.5K - $81.3K
|
39.7K
$811K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.7K- 11.47% |
$61.6K - $88.7K
|
13.1K
$267K
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.99K- 4.68% |
$72.1K - $104K
|
40.4K
$825K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.06K- 17.51% |
$74.8K - $108K
|
9.7K
$198K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.28K- 95.8% |
$82.8K - $119K
|
100
$2.04K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-3.2K- 61.54% |
$116K - $167K
|
2K
$40.8K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.46K- 50.79% |
$125K - $181K
|
3.35K
$68.4K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-3.82K- 39.91% |
$139K - $200K
|
5.75K
$117K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-6.51K- 42.49% |
$237K - $341K
|
8.82K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.66K- 14.12% |
$242K - $348K
|
40.5K
$827K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.78K- 9.37% |
$282K - $407K
|
75.2K
$1.54M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.98K- 47.92% |
$290K - $417K
|
8.67K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.05K- 35.13% |
$329K - $474K
|
16.7K
$341K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-11.1K- 17.91% |
$403K - $580K
|
50.8K
$1.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.1K- 11.78% |
$476K - $685K
|
98.1K
$2M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-13.7K- 48.35% |
$496K - $714K
|
14.6K
$298K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15.3K- 5.3% |
$556K - $801K
|
274K
$5.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17.1K- 60.5% |
$621K - $894K
|
11.2K
$228K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17.6K- 29.56% |
$638K - $918K
|
41.8K
$854K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-19K- 97.49% |
$689K - $993K
|
488
$9.96K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-20.8K- 20.91% |
$755K - $1.09M
|
78.6K
$1.61M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-21.5K- 21.4% |
$783K - $1.13M
|
79.1K
$1.62M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.8K- 12.07% |
$863K - $1.24M
|
173K
$3.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.8K- 12.07% |
$863K - $1.24M
|
173K
$3.54M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-24.4K- 51.22% |
$885K - $1.27M
|
23.2K
$474K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25.2K- 54.62% |
$917K - $1.32M
|
21K
$428K
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-25.9K- 87.07% |
$942K - $1.36M
|
3.85K
$78.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-45.4K- 64.7% |
$1.65M - $2.37M
|
24.8K
$506K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-106K- 12.27% |
$3.85M - $5.55M
|
759K
$15.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-130K- 36.09% |
$4.74M - $6.82M
|
231K
$4.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-517K- 92.43% |
$18.8M - $27M
|
42.3K
$864K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.03M- 37.6% |
$37.5M - $54M
|
1.72M
$35M
|