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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 12.39% |
$7.9M - $9.39M
|
1.37M
$87.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
134K+ 20.94% |
$7.01M - $8.33M
|
774K
$49.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
122KNew |
$6.38M - $7.58M
|
122K
$7.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.4K+ 103.85% |
$2.01M - $2.38M
|
75.3K
$4.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
37.5KNew |
$1.96M - $2.33M
|
37.5K
$2.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.1K+ 6.93% |
$1.63M - $1.93M
|
480K
$30.7M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.3K+ 22.49% |
$1.22M - $1.45M
|
127K
$8.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
20K+ 6.9% |
$1.05M - $1.24M
|
310K
$19.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.4K+ 33.39% |
$1.02M - $1.21M
|
77.6K
$4.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.4K+ 11.81% |
$962K - $1.14M
|
174K
$11.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.1K+ 241.18% |
$896K - $1.07M
|
24.3K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.8K+ 9.09% |
$669K - $795K
|
153K
$9.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.13K+ 10.5% |
$425K - $505K
|
85.6K
$5.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.9K+ 4.24% |
$413K - $491K
|
194K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.06K+ 24.11% |
$264K - $314K
|
26K
$1.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.62KNew |
$241K - $287K
|
4.62K
$295K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
4.19KNew |
$219K - $260K
|
4.19K
$268K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.19KNew |
$219K - $260K
|
4.19K
$268K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.84KNew |
$201K - $239K
|
3.84K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.79KNew |
$198K - $235K
|
3.79K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
3.5K+ 29.7% |
$183K - $217K
|
15.3K
$976K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.41KNew |
$178K - $212K
|
3.41K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.34KNew |
$175K - $208K
|
3.34K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.3KNew |
$172K - $205K
|
3.3K
$211K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.58KNew |
$135K - $160K
|
2.58K
$165K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.56K+ 1.98% |
$134K - $159K
|
132K
$8.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
2.36K+ 262.15% |
$123K - $147K
|
3.26K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.96K+ 0.05% |
$102K - $122K
|
3.74M
$239M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1.85KNew |
$96.6K - $115K
|
1.85K
$118K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.66K+ 82.61% |
$86.9K - $103K
|
3.68K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.64K+ 1.1% |
$85.7K - $102K
|
151K
$9.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 6.09% |
$71.7K - $85.3K
|
23.9K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19K+ 0.45% |
$62.2K - $73.9K
|
263K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.05K+ 57.61% |
$54.6K - $64.9K
|
2.86K
$183K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
1.02KNew |
$53.5K - $63.6K
|
1.02K
$65.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
838+ 18.49% |
$43.8K - $52.1K
|
5.37K
$343K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
812+ 8.57% |
$42.4K - $50.5K
|
10.3K
$657K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
500+ 2.7% |
$26.1K - $31.1K
|
19K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
450New |
$23.5K - $28K
|
450
$28.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
444+ 2.44% |
$23.2K - $27.6K
|
18.7K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
380+ 0.83% |
$19.9K - $23.6K
|
46.3K
$2.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
365+ 0.71% |
$19.1K - $22.7K
|
51.7K
$3.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
323+ 8.49% |
$16.9K - $20.1K
|
4.13K
$264K
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
165+ 0.7% |
$8.62K - $10.3K
|
23.8K
$1.52M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
128+ 0.38% |
$6.69K - $7.95K
|
33.4K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
127+ 2.74% |
$6.64K - $7.89K
|
4.76K
$304K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
64+ 0.72% |
$3.34K - $3.98K
|
9K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
53+ 0.49% |
$2.77K - $3.29K
|
10.8K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
28+ 0.15% |
$1.46K - $1.74K
|
18.6K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
26+ 0.72% |
$1.36K - $1.62K
|
3.63K
$232K
|