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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-191- 1.41% |
$12.2K - $13.5K
|
13.4K
$1.37M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-210- 0.86% |
$13.4K - $14.8K
|
24.3K
$2.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-362- 0.56% |
$23.1K - $25.6K
|
64K
$6.53M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-415Closed |
$26.5K - $29.3K
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-508- 0.65% |
$32.4K - $35.9K
|
77.2K
$7.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-584- 7.21% |
$37.3K - $41.2K
|
7.52K
$768K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-588- 0.64% |
$37.6K - $41.5K
|
91K
$9.29M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-600- 10.16% |
$38.3K - $42.4K
|
5.31K
$542K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-676- 9.89% |
$43.2K - $47.7K
|
6.16K
$629K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-795- 0.79% |
$50.8K - $56.1K
|
100K
$10.2M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-903- 8.27% |
$57.7K - $63.8K
|
10K
$1.02M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-942- 17.97% |
$60.2K - $66.5K
|
4.3K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.13K- 50.0% |
$71.9K - $79.4K
|
1.13K
$115K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-1.27K- 3.72% |
$80.9K - $89.5K
|
32.8K
$3.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.46K- 74.49% |
$93.3K - $103K
|
500
$51K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 10.45% |
$107K - $118K
|
14.4K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.83K- 1.16% |
$117K - $129K
|
156K
$15.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.26K- 15.13% |
$144K - $159K
|
12.7K
$1.29M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.79K- 11.85% |
$178K - $197K
|
20.8K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.29K- 2.73% |
$210K - $232K
|
117K
$12M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.79K- 6.32% |
$242K - $268K
|
56.2K
$5.74M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.98K- 2.28% |
$254K - $281K
|
171K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.58K- 79.36% |
$293K - $324K
|
1.19K
$122K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.86K- 2.02% |
$310K - $343K
|
236K
$24.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.51K- 46.36% |
$352K - $389K
|
6.37K
$650K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-6.93K- 18.36% |
$443K - $489K
|
30.8K
$3.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.7K- 22.91% |
$684K - $756K
|
36K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-37.7K- 5.21% |
$2.41M - $2.66M
|
687K
$70.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-46.6K- 11.08% |
$2.97M - $3.29M
|
374K
$38.1M
|