Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-33- 0.22% |
$1.78K - $1.87K
|
14.7K
$901K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-41- 0.54% |
$2.21K - $2.33K
|
7.49K
$461K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-47- 0.63% |
$2.54K - $2.67K
|
7.45K
$458K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-57- 0.23% |
$3.08K - $3.24K
|
24.8K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-87- 0.81% |
$4.7K - $4.94K
|
10.6K
$654K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-94- 1.32% |
$5.08K - $5.34K
|
7.03K
$432K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-100- 2.65% |
$5.4K - $5.68K
|
3.68K
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-108- 7.41% |
$5.83K - $6.13K
|
1.35K
$83K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-125- 0.31% |
$6.75K - $7.1K
|
39.6K
$2.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-185- 1.83% |
$9.99K - $10.5K
|
9.91K
$609K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-196- 0.55% |
$10.6K - $11.1K
|
35.2K
$2.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-197- 1.05% |
$10.6K - $11.2K
|
18.6K
$1.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-204- 1.22% |
$11K - $11.6K
|
16.6K
$1.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-221- 1.65% |
$11.9K - $12.5K
|
13.2K
$812K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-245- 0.05% |
$13.2K - $13.9K
|
502K
$30.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-458- 26.13% |
$24.7K - $26K
|
1.3K
$79.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-510- 1.29% |
$27.5K - $29K
|
39.1K
$2.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-714- 0.49% |
$38.6K - $40.5K
|
145K
$8.91M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-773- 6.93% |
$41.7K - $43.9K
|
10.4K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-847- 3.94% |
$45.7K - $48.1K
|
20.7K
$1.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.16K- 0.64% |
$62.4K - $65.6K
|
179K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.21K- 5.56% |
$65.4K - $68.7K
|
20.6K
$1.26M
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.35K- 7.53% |
$72.8K - $76.5K
|
16.5K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.38K- 1.58% |
$74.3K - $78.1K
|
85.5K
$5.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.54K- 97.47% |
$83.1K - $87.4K
|
40
$2.46K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 4.55% |
$96.4K - $101K
|
37.4K
$2.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.79K- 6.34% |
$96.7K - $102K
|
26.4K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.11K- 38.25% |
$114K - $120K
|
3.41K
$210K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.25K- 74.66% |
$121K - $127K
|
762
$46.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.25K- 14.61% |
$122K - $128K
|
13.2K
$810K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-2.51K- 15.65% |
$135K - $142K
|
13.5K
$831K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.01KClosed |
$162K - $171K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.17K- 2.54% |
$171K - $180K
|
122K
$7.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.74K- 11.6% |
$202K - $212K
|
28.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.22K- 7.32% |
$498K - $523K
|
117K
$7.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.1K- 2.08% |
$707K - $743K
|
617K
$38M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 75.02% |
$746K - $784K
|
4.6K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-18.7K- 56.76% |
$1.01M - $1.06M
|
14.3K
$877K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 1.59% |
$2.82M - $2.97M
|
3.23M
$199M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-52.2K- 1.59% |
$2.82M - $2.97M
|
3.23M
$199M
|