Purchases and Sales Made in Q4 2023 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 2023. 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
Jan 08, 2024 Q4 2023
Arlington Financial Advisors, LLC

BUY
 -
171K
New
$4.19M - $5.26M
171K $3.49M
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
49.1K
+ 7.62%
$1.21M - $1.51M
693K $14.2M
Feb 13, 2024 Q4 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
42.9K
New
$1.05M - $1.32M
42.9K $876K
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
37.1K
+ 11718.61%
$913K - $1.14M
37.5K $765K
Feb 06, 2024 Q4 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
36.2K
+ 156.6%
$890K - $1.12M
59.3K $1.21M
Feb 14, 2024 Q4 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
32.9K
+ 221.16%
$807K - $1.01M
47.7K $974K
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
30.4K
+ 57.97%
$747K - $935K
82.8K $1.69M
Feb 14, 2024 Q4 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
29.3K
New
$719K - $901K
29.3K $598K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26.5K
+ 54.75%
$650K - $815K
74.8K $1.53M
Feb 05, 2024 Q4 2023
Total Wealth Planning, LLC

BUY
 -
24.7K
New
$607K - $760K
24.7K $504K
Feb 14, 2024 Q4 2023
Balyasny Asset Management LLC

Chicago, IL
BUY
 -
22.2K
New
$546K - $684K
22.2K $453K
Feb 14, 2024 Q4 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
21K
New
$515K - $646K
21K $428K
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
14.7K
+ 15.26%
$361K - $453K
111K $2.27M
Feb 14, 2024 Q4 2023
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
10.4K
New
$255K - $320K
10.4K $212K
Feb 12, 2024 Q4 2023
Kepos Capital LP

New York, NY
BUY
 -
10.2K
New
$251K - $314K
10.2K $208K
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
9.97K
New
$245K - $307K
9.97K $204K
Jan 10, 2024 Q4 2023
Moller Financial Services

BUY
 -
9.91K
+ 61.25%
$244K - $305K
26.1K $533K
Jan 25, 2024 Q4 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
9.74K
+ 26.51%
$239K - $300K
46.5K $949K
Nov 14, 2024 Q4 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
9.59K
New
$236K - $295K
9.59K $196K
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
9.17K
New
$225K - $282K
9.17K $187K
Feb 07, 2024 Q4 2023
Summit Place Financial Advisors, LLC

BUY
 -
9K
New
$221K - $277K
9K $184K
Jan 23, 2024 Q4 2023
All Season Financial Advisors, Inc.

BUY
 -
8.55K
New
$210K - $263K
8.55K $175K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
7.88K
New
$193K - $242K
7.88K $161K
Jan 24, 2024 Q4 2023
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
7.8K
New
$192K - $240K
7.8K $159K
Feb 13, 2024 Q4 2023
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
7.7K
New
$189K - $237K
7.7K $157K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
7.36K
New
$181K - $227K
7.36K $150K
Feb 09, 2024 Q4 2023
Wealthfront Advisers LLC

BUY
 -
4.59K
+ 23.09%
$113K - $141K
24.5K $499K
Feb 14, 2024 Q4 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
4.18K
+ 13.48%
$103K - $129K
35.2K $719K
Feb 12, 2024 Q4 2023
Tradition Wealth Management, LLC

BUY
 -
3.48K
+ 43.19%
$85.6K - $107K
11.6K $236K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.06K
+ 17.84%
$75.1K - $94.2K
20.2K $413K
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.88K
+ 22.65%
$70.7K - $88.6K
15.6K $318K
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
1.83K
+ 22.58%
$44.8K - $56.2K
9.91K $202K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.37K
+ 4.04%
$33.7K - $42.3K
35.4K $722K
Feb 09, 2024 Q4 2023
Motco

BUY
 -
1.33K
+ 55.06%
$32.6K - $40.9K
3.74K $76.3K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
1.27K
New
$31.2K - $39.1K
1.27K $26K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
1.1K
New
$27K - $33.9K
1.1K $22.5K
Feb 22, 2024 Q4 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
970
New
$23.8K - $29.9K
970 $19.8K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
690
+ 4.6%
$17K - $21.2K
15.7K $320K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
660
New
$16.2K - $20.3K
660 $13.5K
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
631
+ 1.23%
$15.5K - $19.4K
51.8K $1.06M
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
BUY
 -
592
+ 3.33%
$14.5K - $18.2K
18.4K $375K
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
347
+ 187.57%
$8.53K - $10.7K
532 $10.9K
Feb 07, 2024 Q4 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
344
+ 180.1%
$8.45K - $10.6K
535 $10.9K
Jan 24, 2024 Q4 2023
Allworth Financial LP

BUY
 -
316
+ 162.89%
$7.76K - $9.73K
510 $10.4K
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
306
+ 0.32%
$7.52K - $9.42K
96.4K $1.97M
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
225
New
$5.53K - $6.93K
225 $4.59K
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
225
New
$5.53K - $6.93K
225 $4.59K
Feb 06, 2024 Q4 2023
First Horizon Advisors, Inc.

BUY
 -
205
+ 33.44%
$5.04K - $6.31K
818 $16.7K
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
186
+ 0.31%
$4.57K - $5.73K
61K $1.24M

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