Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-252- 6.83% |
$17K - $18.2K
|
3.44K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-269- 1.62% |
$18.1K - $19.5K
|
16.3K
$1.67M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-300- 13.46% |
$20.2K - $21.7K
|
1.93K
$197K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-310- 5.92% |
$20.9K - $22.4K
|
4.92K
$503K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-361- 9.26% |
$24.3K - $26.1K
|
3.54K
$361K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-362- 0.4% |
$24.4K - $26.2K
|
90K
$9.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-385- 4.44% |
$25.9K - $27.8K
|
8.29K
$847K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-437- 8.66% |
$29.4K - $31.6K
|
4.61K
$471K
|
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
SELL
|
- |
-445- 1.19% |
$30K - $32.2K
|
37.1K
$3.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-476- 1.86% |
$32.1K - $34.4K
|
25.1K
$2.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-506- 3.78% |
$34.1K - $36.6K
|
12.9K
$1.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-528- 3.68% |
$35.6K - $38.2K
|
13.8K
$1.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-559- 0.5% |
$37.6K - $40.4K
|
112K
$11.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-602- 0.26% |
$40.5K - $43.5K
|
235K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-638Closed |
$43K - $46.1K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.25K- 13.59% |
$84K - $90.2K
|
7.93K
$810K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.32K- 2.35% |
$89K - $95.5K
|
54.9K
$5.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.33K- 21.62% |
$89.7K - $96.3K
|
4.83K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.48K- 1.62% |
$99.6K - $107K
|
89.5K
$9.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.85K- 2.4% |
$125K - $134K
|
75.4K
$7.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.88K- 6.1% |
$127K - $136K
|
28.9K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.03K- 34.43% |
$137K - $147K
|
3.87K
$395K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.44K- 1.0% |
$232K - $249K
|
341K
$34.8M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.36K- 41.12% |
$294K - $315K
|
6.24K
$637K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.8K- 8.46% |
$458K - $492K
|
73.6K
$7.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.8K- 5.65% |
$593K - $636K
|
147K
$15M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.13K- 2.35% |
$615K - $660K
|
380K
$38.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.7K- 11.56% |
$992K - $1.07M
|
113K
$11.5M
|