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 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
20+ 0.02% |
$1.05K - $1.24K
|
110K
$7.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
20+ 0.37% |
$1.05K - $1.24K
|
5.41K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
20+ 0.55% |
$1.05K - $1.24K
|
3.68K
$235K
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
19+ 0.23% |
$993 - $1.18K
|
8.33K
$532K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
16+ 0.67% |
$836 - $994
|
2.4K
$153K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$732 - $870
|
8.13K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14+ 0.39% |
$732 - $870
|
3.63K
$232K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10+ 0.23% |
$523 - $621
|
4.41K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5+ 0.05% |
$261 - $311
|
9.77K
$624K
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.59% |
$209 - $249
|
684
$43.7K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.06% |
$209 - $249
|
6.93K
$443K
|
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$157 - $186
|
430
$27.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-8- 0.08% |
$418 - $497
|
10.4K
$664K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-18- 0.24% |
$941 - $1.12K
|
7.58K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-23- 2.94% |
$1.2K - $1.43K
|
758
$48.4K
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-25- 0.75% |
$1.31K - $1.55K
|
3.32K
$212K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-25- 1.85% |
$1.31K - $1.55K
|
1.33K
$84.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-28- 0.68% |
$1.46K - $1.74K
|
4.1K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-50- 0.3% |
$2.61K - $3.11K
|
16.4K
$1.05M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-76- 0.47% |
$3.97K - $4.72K
|
16.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 0.25% |
$5.23K - $6.21K
|
39.3K
$2.51M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-117- 0.71% |
$6.11K - $7.27K
|
16.3K
$1.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-119- 1.22% |
$6.22K - $7.39K
|
9.67K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-137- 0.37% |
$7.16K - $8.51K
|
36.8K
$2.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-144- 3.53% |
$7.53K - $8.95K
|
3.93K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-145- 1.78% |
$7.58K - $9.01K
|
7.99K
$510K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-196- 4.49% |
$10.2K - $12.2K
|
4.17K
$266K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-299- 2.05% |
$15.6K - $18.6K
|
14.3K
$914K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-306- 55.33% |
$16K - $19K
|
247
$15.8K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-340- 5.99% |
$17.8K - $21.1K
|
5.34K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-343- 31.76% |
$17.9K - $21.3K
|
737
$47.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-371- 9.92% |
$19.4K - $23.1K
|
3.37K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-399- 2.09% |
$20.9K - $24.8K
|
18.7K
$1.19M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-488- 2.29% |
$25.5K - $30.3K
|
20.8K
$1.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 0.09% |
$25.8K - $30.7K
|
539K
$34.4M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-616- 0.59% |
$32.2K - $38.3K
|
104K
$6.67M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-633- 13.08% |
$33.1K - $39.3K
|
4.21K
$269K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-720- 10.79% |
$37.6K - $44.7K
|
5.95K
$380K
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-800- 1.53% |
$41.8K - $49.7K
|
51.5K
$3.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-991- 12.92% |
$51.8K - $61.6K
|
6.68K
$427K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-995- 0.92% |
$52K - $61.8K
|
107K
$6.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.11K- 0.22% |
$57.7K - $68.7K
|
498K
$31.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.2K- 7.17% |
$62.5K - $74.3K
|
15.5K
$988K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.49K- 6.22% |
$77.9K - $92.6K
|
22.5K
$1.44M
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.67K- 12.32% |
$87.3K - $104K
|
11.9K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.96K- 3.37% |
$102K - $122K
|
56.2K
$3.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.52K- 1.72% |
$132K - $157K
|
144K
$9.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.45K- 26.29% |
$233K - $277K
|
12.5K
$797K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.58K- 4.16% |
$239K - $285K
|
105K
$6.74M
|