Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
218KNew |
$9.79M - $10.7M
|
218K
$13.1M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
69.9KNew |
$3.14M - $3.42M
|
69.9K
$4.18M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
58.1K+ 63.03% |
$2.61M - $2.84M
|
150K
$9M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
43.1KNew |
$1.94M - $2.11M
|
43.1K
$2.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.8KNew |
$1.79M - $1.95M
|
39.8K
$2.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
38.8KNew |
$1.74M - $1.9M
|
38.8K
$2.32M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
33KNew |
$1.48M - $1.61M
|
33K
$1.98M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29.9K+ 19.63% |
$1.34M - $1.46M
|
182K
$10.9M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
26.2KNew |
$1.18M - $1.28M
|
26.2K
$1.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
25.2KNew |
$1.13M - $1.23M
|
25.2K
$1.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 14.93% |
$774K - $844K
|
133K
$7.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.2K+ 3.02% |
$729K - $795K
|
554K
$33.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
13.6K+ 2.62% |
$608K - $663K
|
531K
$31.8M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
8.97KNew |
$402K - $439K
|
8.97K
$537K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.5K+ 42.24% |
$382K - $416K
|
28.6K
$1.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
8.42KNew |
$378K - $412K
|
8.42K
$504K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6.44KNew |
$289K - $315K
|
6.44K
$386K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
6KNew |
$269K - $294K
|
6K
$359K
|
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
5.42KNew |
$243K - $265K
|
5.42K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.46KNew |
$200K - $218K
|
4.46K
$267K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.25KNew |
$191K - $208K
|
4.25K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
4.14KNew |
$186K - $203K
|
4.14K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
4.01K+ 2155.38% |
$180K - $196K
|
4.2K
$251K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.63K+ 4.93% |
$163K - $177K
|
77.1K
$4.62M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.34K+ 45.52% |
$150K - $164K
|
10.7K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.97KNew |
$133K - $145K
|
2.97K
$178K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
2.36KNew |
$106K - $115K
|
2.36K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.23K+ 12.03% |
$100K - $109K
|
20.8K
$1.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.9K+ 453.35% |
$85.1K - $92.7K
|
2.31K
$139K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.63K+ 17.33% |
$72.9K - $79.5K
|
11K
$659K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.36K+ 1.77% |
$60.9K - $66.4K
|
78.1K
$4.68M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.2K+ 13.58% |
$53.9K - $58.7K
|
10K
$601K
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.13K+ 11.47% |
$50.6K - $55.2K
|
11K
$656K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
697+ 0.87% |
$31.3K - $34.1K
|
80.4K
$4.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
694+ 26.98% |
$31.2K - $34K
|
3.27K
$196K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
558+ 11.17% |
$25K - $27.3K
|
5.55K
$332K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
553+ 2.0% |
$24.8K - $27.1K
|
28.3K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
320+ 1.37% |
$14.4K - $15.7K
|
23.7K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
225New |
$10.1K - $11K
|
225
$13.5K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
217+ 0.39% |
$9.74K - $10.6K
|
55.2K
$3.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
199+ 0.58% |
$8.93K - $9.74K
|
34.8K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176New |
$7.9K - $8.61K
|
176
$10.5K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
170+ 2.73% |
$7.63K - $8.32K
|
6.4K
$383K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
38+ 0.48% |
$1.71K - $1.86K
|
8K
$479K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18+ 0.12% |
$808 - $881
|
14.5K
$870K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14+ 0.08% |
$628 - $685
|
17.8K
$1.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11+ 0.07% |
$494 - $538
|
16.6K
$997K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.61% |
$314 - $342
|
1.15K
$69.1K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.01% |
$135 - $147
|
44.7K
$2.68M
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6- 0.5% |
$269 - $294
|
1.19K
$71.3K
|