Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.62K+ 11.91% |
$747K - $824K
|
71.6K
$7.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$490K - $541K
|
5K
$534K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.49KNew |
$244K - $269K
|
2.49K
$265K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.52K+ 8.15% |
$149K - $164K
|
20.1K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 30.05% |
$114K - $126K
|
5.05K
$539K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
808+ 8.11% |
$79.2K - $87.4K
|
10.8K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
449New |
$44K - $48.5K
|
449
$47.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$34.3K - $37.8K
|
350
$37.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
265+ 4.02% |
$26K - $28.6K
|
6.86K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 0.59% |
$2.45K - $2.7K
|
4.23K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$98 - $108
|
2.32K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-18- 0.58% |
$1.76K - $1.95K
|
3.09K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 1.68% |
$2.16K - $2.38K
|
1.29K
$138K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-159- 1.01% |
$15.6K - $17.2K
|
15.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-169- 1.9% |
$16.6K - $18.3K
|
8.71K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-214- 7.25% |
$21K - $23.1K
|
2.74K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-239- 0.74% |
$23.4K - $25.8K
|
32.1K
$3.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-401- 1.54% |
$39.3K - $43.4K
|
25.6K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-544- 2.55% |
$53.3K - $58.8K
|
20.8K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-608- 1.7% |
$59.6K - $65.7K
|
35.2K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-819- 2.5% |
$80.3K - $88.5K
|
31.9K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.2K- 2.28% |
$117K - $129K
|
51.3K
$5.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.07K- 17.17% |
$203K - $224K
|
9.98K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.26K- 2.28% |
$221K - $244K
|
96.8K
$10.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.02K- 18.97% |
$296K - $326K
|
12.9K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.65K- 50.87% |
$553K - $610K
|
5.45K
$582K
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-39.1K- 89.0% |
$3.83M - $4.22M
|
4.83K
$516K
|