Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q1 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
179K+ 64.65% |
$10.1M - $10.9M
|
457K
$27.8M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
168K+ 16.0% |
$9.53M - $10.3M
|
1.22M
$74.2M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
64.9K+ 1.77% |
$3.67M - $3.95M
|
3.73M
$227M
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
58.1KNew |
$3.29M - $3.54M
|
58.1K
$3.54M
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.8K+ 24.63% |
$1.17M - $1.26M
|
105K
$6.39M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 3.31% |
$814K - $876K
|
449K
$27.3M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 12.77% |
$752K - $809K
|
117K
$7.14M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
12.8K+ 19.74% |
$722K - $777K
|
77.4K
$4.71M
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.1KNew |
$687K - $740K
|
12.1K
$739K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 1.85% |
$659K - $710K
|
640K
$38.9M
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.76KNew |
$552K - $594K
|
9.76K
$594K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.52K+ 5.78% |
$482K - $519K
|
156K
$9.49M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.74KNew |
$438K - $471K
|
7.74K
$471K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6.69K+ 2.36% |
$379K - $408K
|
290K
$17.6M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.68KNew |
$378K - $407K
|
6.68K
$407K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.54K+ 5.33% |
$370K - $398K
|
129K
$7.86M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.35K+ 91.58% |
$359K - $386K
|
13.3K
$808K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.68KNew |
$321K - $346K
|
5.68K
$346K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.06K+ 20.49% |
$286K - $308K
|
29.7K
$1.81M
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.84KNew |
$274K - $295K
|
4.84K
$294K
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
4.12KNew |
$233K - $251K
|
4.12K
$251K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.98K+ 1.54% |
$225K - $242K
|
262K
$16M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3.95K+ 2.71% |
$223K - $240K
|
150K
$9.1M
|
|
Apr 17, 2025
Q1 2025
|
Mason & Associates Inc
|
BUY
|
- |
3.46KNew |
$196K - $211K
|
3.46K
$211K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.16KNew |
$179K - $192K
|
3.16K
$192K
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.34K+ 1.32% |
$132K - $142K
|
179K
$10.9M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.91K+ 1817.14% |
$108K - $116K
|
2.01K
$122K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.29K+ 0.7% |
$73K - $78.5K
|
186K
$11.3M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.18K+ 8414.29% |
$66.7K - $71.7K
|
1.19K
$72.5K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
781New |
$44.2K - $47.6K
|
781
$47.5K
|
|
Apr 11, 2025
Q1 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
714+ 1.58% |
$40.4K - $43.5K
|
45.9K
$2.79M
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
695New |
$39.3K - $42.3K
|
695
$42.3K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
661+ 3.25% |
$37.4K - $40.2K
|
21K
$1.28M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$36.8K - $39.6K
|
650
$39.5K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
549+ 4.89% |
$31.1K - $33.4K
|
11.8K
$716K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
400+ 2.21% |
$22.6K - $24.4K
|
18.5K
$1.13M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
369+ 69.36% |
$20.9K - $22.5K
|
901
$54.8K
|
|
May 09, 2025
Q1 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
349+ 0.68% |
$19.7K - $21.3K
|
51.3K
$3.12M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
233+ 0.94% |
$13.2K - $14.2K
|
25.1K
$1.53M
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
222+ 0.95% |
$12.6K - $13.5K
|
23.6K
$1.44M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
210+ 1.17% |
$11.9K - $12.8K
|
18.2K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
207+ 1.1% |
$11.7K - $12.6K
|
19.1K
$1.16M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
175+ 0.48% |
$9.9K - $10.7K
|
36.9K
$2.25M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
169+ 1.04% |
$9.56K - $10.3K
|
16.4K
$999K
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
167+ 3.74% |
$9.45K - $10.2K
|
4.63K
$282K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
143+ 0.43% |
$8.09K - $8.71K
|
33.2K
$2.02M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
129+ 0.78% |
$7.3K - $7.85K
|
16.7K
$1.01M
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
61+ 0.69% |
$3.45K - $3.71K
|
8.94K
$544K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
60+ 3.25% |
$3.39K - $3.65K
|
1.91K
$116K
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
54+ 0.65% |
$3.06K - $3.29K
|
8.31K
$506K
|