Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
122KNew |
$6.38M - $7.58M
|
122K
$7.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 103.85% |
$2.01M - $2.38M
|
75.3K
$4.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
37.5KNew |
$1.96M - $2.33M
|
37.5K
$2.34M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 6.93% |
$1.63M - $1.93M
|
480K
$29.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 33.39% |
$1.02M - $1.21M
|
77.6K
$4.83M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 241.18% |
$896K - $1.07M
|
24.3K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.13K+ 10.5% |
$425K - $505K
|
85.6K
$5.33M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.9K+ 4.24% |
$413K - $491K
|
194K
$12.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.19KNew |
$219K - $260K
|
4.19K
$261K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.84KNew |
$201K - $239K
|
3.84K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3.5K+ 29.7% |
$183K - $217K
|
15.3K
$951K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.41KNew |
$178K - $212K
|
3.41K
$212K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.3KNew |
$172K - $205K
|
3.3K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.58KNew |
$135K - $160K
|
2.58K
$160K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.36K+ 262.15% |
$123K - $147K
|
3.26K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.64K+ 1.1% |
$85.7K - $102K
|
151K
$9.41M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.05K+ 57.61% |
$54.6K - $64.9K
|
2.86K
$178K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
838+ 18.49% |
$43.8K - $52.1K
|
5.37K
$334K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
812+ 8.57% |
$42.4K - $50.5K
|
10.3K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
444+ 2.44% |
$23.2K - $27.6K
|
18.7K
$1.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
380+ 0.83% |
$19.9K - $23.6K
|
46.3K
$2.88M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
365+ 0.71% |
$19.1K - $22.7K
|
51.7K
$3.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 8.49% |
$16.9K - $20.1K
|
4.13K
$257K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
165+ 0.7% |
$8.62K - $10.3K
|
23.8K
$1.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.38% |
$6.69K - $7.95K
|
33.4K
$2.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
64+ 0.72% |
$3.34K - $3.98K
|
9K
$560K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
26+ 0.72% |
$1.36K - $1.62K
|
3.63K
$226K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20+ 0.02% |
$1.05K - $1.24K
|
110K
$6.86M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.37% |
$1.05K - $1.24K
|
5.41K
$337K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.55% |
$1.05K - $1.24K
|
3.68K
$229K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
16+ 0.67% |
$836 - $994
|
2.4K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$732 - $870
|
8.13K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$261 - $311
|
9.77K
$608K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.59% |
$209 - $249
|
684
$42.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-8- 0.08% |
$418 - $497
|
10.4K
$647K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 0.24% |
$941 - $1.12K
|
7.58K
$472K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-23- 2.94% |
$1.2K - $1.43K
|
758
$47.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 1.85% |
$1.31K - $1.55K
|
1.33K
$82.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-50- 0.3% |
$2.61K - $3.11K
|
16.4K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-76- 0.47% |
$3.97K - $4.72K
|
16.2K
$1.01M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-117- 0.71% |
$6.11K - $7.27K
|
16.3K
$1.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-119- 1.22% |
$6.22K - $7.39K
|
9.67K
$602K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 3.53% |
$7.53K - $8.95K
|
3.93K
$245K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-196- 4.49% |
$10.2K - $12.2K
|
4.17K
$259K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-299- 2.05% |
$15.6K - $18.6K
|
14.3K
$891K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-488- 2.29% |
$25.5K - $30.3K
|
20.8K
$1.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 0.09% |
$25.8K - $30.7K
|
539K
$33.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-633- 13.08% |
$33.1K - $39.3K
|
4.21K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-720- 10.79% |
$37.6K - $44.7K
|
5.95K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-991- 12.92% |
$51.8K - $61.6K
|
6.68K
$416K
|