Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.1K+ 25.29% |
$3.19M - $3.61M
|
263K
$17.7M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 33.82% |
$892K - $1.01M
|
58.7K
$3.95M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
12.8K+ 6.78% |
$767K - $867K
|
201K
$13.5M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.66KNew |
$400K - $452K
|
6.66K
$448K
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
5.03KNew |
$302K - $341K
|
5.03K
$338K
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
4.11KNew |
$247K - $279K
|
4.11K
$276K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.88K+ 13.92% |
$233K - $264K
|
31.8K
$2.14M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.82KNew |
$230K - $259K
|
3.82K
$257K
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.45KNew |
$207K - $234K
|
3.45K
$232K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.52K+ 29.88% |
$151K - $171K
|
10.9K
$736K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.11K+ 3.53% |
$127K - $143K
|
61.8K
$4.15M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.99K+ 10.49% |
$119K - $135K
|
20.9K
$1.41M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.68K+ 30.66% |
$101K - $114K
|
7.17K
$482K
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.55KNew |
$93.4K - $106K
|
1.55K
$104K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$87.2K - $98.5K
|
1.45K
$97.5K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
750New |
$45.1K - $50.9K
|
750
$50.4K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
670New |
$40.3K - $45.5K
|
670
$45K
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
384+ 16.49% |
$23.1K - $26.1K
|
2.71K
$182K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
382+ 2.38% |
$23K - $25.9K
|
16.4K
$1.1M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
281+ 14.16% |
$16.9K - $19.1K
|
2.27K
$152K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
244New |
$14.7K - $16.6K
|
244
$16.4K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
198+ 3.34% |
$11.9K - $13.4K
|
6.13K
$412K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
125New |
$7.52K - $8.49K
|
125
$8.4K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
105+ 0.46% |
$6.31K - $7.13K
|
22.9K
$1.54M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99+ 1.33% |
$5.95K - $6.72K
|
7.52K
$506K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
99+ 1.33% |
$5.95K - $6.72K
|
7.52K
$506K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90+ 2.52% |
$5.41K - $6.11K
|
3.66K
$246K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
55+ 12.17% |
$3.31K - $3.74K
|
507
$34.1K
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
50+ 0.38% |
$3.01K - $3.4K
|
13.3K
$891K
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.56K - $1.77K
|
26
$1.75K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 1.52% |
$240 - $272
|
267
$17.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 0.86% |
$361 - $408
|
691
$46.4K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-10- 1.23% |
$601 - $679
|
800
$53.8K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12- 0.17% |
$721 - $815
|
6.89K
$463K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-13Closed |
$782 - $883
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-21- 0.61% |
$1.26K - $1.43K
|
3.43K
$230K
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-30- 16.67% |
$1.8K - $2.04K
|
150
$10.1K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-58- 1.15% |
$3.49K - $3.94K
|
4.98K
$334K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95- 0.58% |
$5.71K - $6.45K
|
16.2K
$1.09M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-115- 2.87% |
$6.91K - $7.81K
|
3.9K
$262K
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-250- 1.94% |
$15K - $17K
|
12.6K
$849K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-271- 1.28% |
$16.3K - $18.4K
|
20.9K
$1.4M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-275- 3.18% |
$16.5K - $18.7K
|
8.37K
$562K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-405- 96.66% |
$24.3K - $27.5K
|
14
$941
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-450- 4.94% |
$27.1K - $30.6K
|
8.67K
$582K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-452- 34.72% |
$27.2K - $30.7K
|
850
$57.1K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-497- 84.24% |
$29.9K - $33.8K
|
93
$6.25K
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-513- 6.38% |
$30.8K - $34.8K
|
7.52K
$506K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-636- 5.15% |
$38.2K - $43.2K
|
11.7K
$787K
|