Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q3 2024. 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 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-31- 0.28% |
$2.69K - $3.07K
|
11.1K
$1.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-51- 0.51% |
$4.43K - $5.04K
|
9.96K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-52- 3.03% |
$4.52K - $5.14K
|
1.67K
$170K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-59- 1.77% |
$5.12K - $5.84K
|
3.28K
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-61- 0.8% |
$5.3K - $6.03K
|
7.56K
$772K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-61- 0.39% |
$5.3K - $6.03K
|
15.7K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-104- 0.59% |
$9.03K - $10.3K
|
17.6K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-132- 0.13% |
$11.5K - $13.1K
|
98.9K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-143- 0.89% |
$12.4K - $14.1K
|
15.9K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-150- 4.45% |
$13K - $14.8K
|
3.22K
$329K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-161- 6.56% |
$14K - $15.9K
|
2.29K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-175- 2.14% |
$15.2K - $17.3K
|
8.01K
$818K
|
|
|
Oct 07, 2024
Q3 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-194- 5.88% |
$16.8K - $19.2K
|
3.1K
$317K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-198- 70.71% |
$17.2K - $19.6K
|
82
$8.37K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-205- 0.98% |
$17.8K - $20.3K
|
20.6K
$2.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-210- 2.53% |
$18.2K - $20.8K
|
8.08K
$824K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-250- 8.29% |
$21.7K - $24.7K
|
2.77K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-276- 2.39% |
$24K - $27.3K
|
11.3K
$1.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-280- 0.77% |
$24.3K - $27.7K
|
36.1K
$3.69M
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-285- 48.31% |
$24.8K - $28.2K
|
305
$31.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-387- 9.62% |
$33.6K - $38.3K
|
3.63K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-400- 20.75% |
$34.7K - $39.6K
|
1.53K
$156K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-550- 4.35% |
$47.8K - $54.4K
|
12.1K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-636- 3.09% |
$55.2K - $62.9K
|
20K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-670- 4.62% |
$58.2K - $66.3K
|
13.8K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-687- 3.12% |
$59.7K - $68K
|
21.4K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-712- 1.38% |
$61.8K - $70.4K
|
51K
$5.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.07K- 1.99% |
$92.6K - $105K
|
52.5K
$5.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.13K- 27.73% |
$98.3K - $112K
|
2.95K
$301K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.17K- 19.06% |
$102K - $116K
|
4.98K
$508K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.31K- 25.2% |
$114K - $129K
|
3.88K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.52K- 7.52% |
$132K - $150K
|
18.6K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.54K- 3.7% |
$134K - $153K
|
40.1K
$4.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.67K- 20.24% |
$145K - $166K
|
6.6K
$673K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.69K- 1.3% |
$147K - $167K
|
129K
$13.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.22K- 3.1% |
$193K - $219K
|
69.4K
$7.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.38K- 2.23% |
$207K - $236K
|
104K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-2.85K- 48.21% |
$247K - $282K
|
3.06K
$312K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.1K- 1.46% |
$269K - $307K
|
209K
$21.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.44K- 4.18% |
$299K - $340K
|
79K
$8.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.76K- 11.83% |
$327K - $372K
|
28.1K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.37K- 3.94% |
$380K - $432K
|
106K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.62K- 7.8% |
$401K - $457K
|
54.6K
$5.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.73K- 4.64% |
$411K - $468K
|
97.3K
$9.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.09K- 1.55% |
$529K - $603K
|
386K
$39.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.37K- 1.67% |
$554K - $630K
|
375K
$38.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.09K- 0.87% |
$616K - $701K
|
803K
$82M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-9.17K- 16.64% |
$796K - $907K
|
45.9K
$4.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-93.2K- 95.19% |
$8.1M - $9.22M
|
4.71K
$481K
|