Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
42.1KNew |
$2.69M - $2.97M
|
42.1K
$4.46M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
37.5KNew |
$2.4M - $2.65M
|
37.5K
$3.98M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.8K+ 4.92% |
$1.71M - $1.9M
|
572K
$60.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
25.7KNew |
$1.64M - $1.81M
|
25.7K
$2.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
25.2KNew |
$1.61M - $1.78M
|
25.2K
$2.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.1K+ 7.18% |
$1.47M - $1.63M
|
344K
$36.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.7KNew |
$1.13M - $1.25M
|
17.7K
$1.87M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.4K+ 28.21% |
$663K - $734K
|
47.2K
$5.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.53K+ 67.51% |
$609K - $673K
|
23.6K
$2.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.8K+ 12.29% |
$562K - $621K
|
80.4K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.92K+ 6.62% |
$506K - $559K
|
127K
$13.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.53K+ 1828.16% |
$481K - $532K
|
7.94K
$843K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.82K+ 12.6% |
$372K - $411K
|
52K
$5.52M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.09K+ 92.15% |
$325K - $359K
|
10.6K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.94K+ 1.29% |
$316K - $349K
|
389K
$41.2M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.74K+ 91.14% |
$303K - $335K
|
9.95K
$1.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.21KNew |
$269K - $297K
|
4.21K
$447K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.5KNew |
$224K - $247K
|
3.5K
$372K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.05KNew |
$195K - $215K
|
3.05K
$324K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
2.93KNew |
$187K - $207K
|
2.93K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.44K+ 36.25% |
$156K - $172K
|
9.18K
$974K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.32K+ 8.95% |
$148K - $164K
|
28.2K
$3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.6K+ 38.69% |
$102K - $113K
|
5.74K
$609K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.4KNew |
$89.5K - $99K
|
1.4K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 8.34% |
$81.7K - $90.3K
|
16.6K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.15K+ 1.03% |
$73.1K - $80.9K
|
112K
$11.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
547+ 10.21% |
$34.9K - $38.6K
|
5.9K
$626K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
348+ 16.17% |
$22.2K - $24.6K
|
2.5K
$265K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
290+ 0.18% |
$18.5K - $20.5K
|
162K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
262+ 5.47% |
$16.7K - $18.5K
|
5.05K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
197+ 2.68% |
$12.6K - $13.9K
|
7.55K
$801K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
16+ 0.1% |
$1.02K - $1.13K
|
15.8K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13+ 0.21% |
$830 - $918
|
6.2K
$658K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5+ 0.02% |
$319 - $353
|
25.7K
$2.72M
|
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
3+ 0.08% |
$192 - $212
|
3.69K
$391K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2+ 0.2% |
$128 - $141
|
1.01K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.08% |
$128 - $141
|
2.49K
$264K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.21% |
$63.9 - $70.6
|
471
$50K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-29- 0.55% |
$1.85K - $2.05K
|
5.23K
$555K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-30- 15.0% |
$1.92K - $2.12K
|
170
$18K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-39- 0.45% |
$2.49K - $2.75K
|
8.68K
$921K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-75- 1.6% |
$4.79K - $5.3K
|
4.6K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89- 0.1% |
$5.68K - $6.29K
|
90K
$9.55M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-89- 0.1% |
$5.68K - $6.29K
|
90K
$9.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-113- 0.44% |
$7.22K - $7.98K
|
25.5K
$2.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-115- 15.27% |
$7.35K - $8.12K
|
638
$67.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-158- 3.89% |
$10.1K - $11.2K
|
3.9K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-169- 2.44% |
$10.8K - $11.9K
|
6.75K
$716K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-174- 0.45% |
$11.1K - $12.3K
|
38.6K
$4.1M
|