Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PWB)

PWB Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q1 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
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
91.6K
New
$5.39M - $5.97M
91.6K $9.35M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
48.2K
+ 12.97%
$2.84M - $3.14M
420K $42.9M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
16.7K
+ 75.27%
$982K - $1.09M
38.8K $3.96M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
10.6K
+ 29.73%
$623K - $689K
46.2K $4.72M
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
10.4K
New
$612K - $677K
10.4K $1.06M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
10.4K
New
$612K - $677K
10.4K $1.06M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
6.6K
+ 2.1%
$389K - $430K
321K $32.8M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
5.52K
New
$325K - $359K
5.52K $563K
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
5.12K
+ 8.64%
$301K - $333K
64.4K $6.57M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
4.8K
+ 24.4%
$283K - $312K
24.5K $2.5M
Apr 10, 2023 Q1 2023
Asset Management Resources, LLC

BUY
 -
3.32K
New
$196K - $216K
3.32K $339K
May 04, 2023 Q1 2023
Wharton Business Group, LLC

Malvern, PA
BUY
 -
3.26K
+ 1.9%
$192K - $212K
175K $17.8M
May 15, 2023 Q1 2023
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
3.2K
New
$188K - $208K
3.2K $326K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.83K
+ 13.98%
$108K - $119K
14.9K $1.52M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
1.65K
+ 79.98%
$97.2K - $107K
3.71K $379K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

BUY
 -
1.4K
New
$82.4K - $91.2K
1.4K $143K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
1.34K
New
$78.7K - $87.1K
1.34K $136K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
1.29K
+ 1.83%
$76K - $84K
71.6K $7.31M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
1.2K
+ 421.05%
$70.7K - $78.2K
1.49K $152K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
907
+ 9.06%
$53.4K - $59.1K
10.9K $1.11M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
711
New
$41.9K - $46.3K
711 $72.6K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
582
+ 0.98%
$34.3K - $37.9K
60K $6.12M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
427
+ 3.37%
$25.1K - $27.8K
13.1K $1.34M
Dec 20, 2023 Q1 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
415
New
$24.4K - $27K
415 $42.4K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
335
+ 10.47%
$19.7K - $21.8K
3.54K $361K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
334
+ 7.46%
$19.7K - $21.8K
4.81K $491K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
326
+ 7.31%
$19.2K - $21.2K
4.79K $489K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
310
+ 4.53%
$18.3K - $20.2K
7.15K $730K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
309
+ 0.63%
$18.2K - $20.1K
49.3K $5.03M
May 11, 2023 Q1 2023
Investors Research Corp

BUY
 -
287
+ 4.06%
$16.9K - $18.7K
7.36K $751K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
239
+ 2.05%
$14.1K - $15.6K
11.9K $1.21M
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

BUY
 -
211
+ 54.52%
$12.4K - $13.7K
598 $61K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
179
+ 0.7%
$10.5K - $11.7K
25.9K $2.65M
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
110
New
$6.48K - $7.16K
110 $11.2K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
93
+ 0.2%
$5.48K - $6.06K
46.5K $4.74M
May 03, 2023 Q1 2023
Exchange Capital Management, Inc.

BUY
 -
90
+ 2.32%
$5.3K - $5.86K
3.97K $405K
Apr 27, 2023 Q1 2023
Covenant Asset Management, LLC

BUY
 -
84
+ 1.22%
$4.95K - $5.47K
6.95K $710K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
74
+ 1.11%
$4.36K - $4.82K
6.74K $688K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
70
+ 0.41%
$4.12K - $4.56K
17.3K $1.77M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
64
+ 1.24%
$3.77K - $4.17K
5.21K $531K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
25
+ 16.13%
$1.47K - $1.63K
180 $18.4K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
21
+ 0.13%
$1.24K - $1.37K
15.8K $1.61M
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
17
+ 0.07%
$1K - $1.11K
25.6K $2.62M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
12
+ 0.07%
$707 - $782
16K $1.64M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
4
+ 0.16%
$236 - $261
2.49K $254K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

SELL
 -
-1
- 0.24%
$58.9 - $65.1
419 $42.8K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-26
- 5.6%
$1.53K - $1.69K
438 $44.7K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

SELL
 -
-29
- 0.33%
$1.71K - $1.89K
8.72K $890K

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