Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
146K+ 36.58% |
$8.22M - $9.45M
|
546K
$55.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.6K+ 66.78% |
$4.65M - $5.34M
|
206K
$21.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
46.4KNew |
$2.61M - $3M
|
46.4K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.5K+ 7.32% |
$1.21M - $1.39M
|
315K
$32.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21K+ 142.94% |
$1.18M - $1.35M
|
35.6K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
18.3K+ 2.41% |
$1.03M - $1.18M
|
774K
$79.1M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
15.8KNew |
$888K - $1.02M
|
15.8K
$1.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7K+ 145.68% |
$883K - $1.01M
|
26.5K
$2.7M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
8.59K+ 28.88% |
$483K - $555K
|
38.3K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.08K+ 14.87% |
$398K - $458K
|
54.7K
$5.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.84KNew |
$385K - $442K
|
6.84K
$698K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.46KNew |
$307K - $353K
|
5.46K
$557K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.24K+ 1.43% |
$295K - $339K
|
372K
$38M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.41K+ 20.65% |
$248K - $285K
|
25.7K
$2.63M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.23K+ 12.24% |
$238K - $274K
|
38.8K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.67K+ 3.08% |
$206K - $237K
|
123K
$12.5M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
3.38KNew |
$190K - $218K
|
3.38K
$345K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.36KNew |
$189K - $217K
|
3.36K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$180K - $207K
|
3.2K
$327K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.19K+ 0.83% |
$179K - $206K
|
388K
$39.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
2.5K+ 7.87% |
$141K - $162K
|
34.2K
$3.49M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.26K+ 17.82% |
$127K - $146K
|
14.9K
$1.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.9KNew |
$107K - $123K
|
1.9K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.82KNew |
$102K - $117K
|
1.82K
$185K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.73K+ 1.01% |
$97.2K - $112K
|
172K
$17.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.5K+ 1156.15% |
$84.6K - $97.1K
|
1.63K
$167K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.46K+ 292.0% |
$82.1K - $94.4K
|
1.96K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28KNew |
$71.7K - $82.4K
|
1.28K
$130K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.15KNew |
$64.4K - $74K
|
1.15K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.06KNew |
$59.8K - $68.7K
|
1.06K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
883+ 12.69% |
$49.7K - $57.1K
|
7.84K
$801K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
870+ 14.03% |
$48.9K - $56.2K
|
7.07K
$722K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
863+ 1.79% |
$48.6K - $55.8K
|
48.9K
$5M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
434New |
$24.4K - $28K
|
434
$44.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
412New |
$23.2K - $26.6K
|
412
$42.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
258+ 5.11% |
$14.5K - $16.7K
|
5.31K
$542K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
226+ 1.98% |
$12.7K - $14.6K
|
11.6K
$1.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
221+ 3.47% |
$12.4K - $14.3K
|
6.59K
$673K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
201+ 5.71% |
$11.3K - $13K
|
3.72K
$380K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
177+ 0.07% |
$9.96K - $11.4K
|
252K
$25.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
162New |
$9.11K - $10.5K
|
162
$16.5K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
136+ 6.75% |
$7.65K - $8.79K
|
2.15K
$220K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
75New |
$4.22K - $4.85K
|
75
$7.66K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
52+ 0.09% |
$2.93K - $3.36K
|
59.2K
$6.05M
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
22+ 0.09% |
$1.24K - $1.42K
|
25.6K
$2.62M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10+ 0.15% |
$563 - $646
|
6.66K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4+ 0.16% |
$225 - $259
|
2.48K
$253K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2+ 0.01% |
$113 - $129
|
17.2K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$113 - $129
|
4.46K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.01% |
$113 - $129
|
15.5K
$1.58M
|