Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q1 2024. 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 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
36KNew |
$2.25M - $2.42M
|
36K
$2.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 8.55% |
$1.05M - $1.14M
|
214K
$14.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 8.55% |
$1.05M - $1.14M
|
214K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14K+ 16.86% |
$874K - $942K
|
97.1K
$6.41M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 45.22% |
$784K - $845K
|
40.4K
$2.67M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 79.46% |
$755K - $814K
|
27.3K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
10.1K+ 13.13% |
$630K - $680K
|
87.1K
$5.75M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.9K+ 12.51% |
$556K - $599K
|
80.1K
$5.29M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.08K+ 34.86% |
$380K - $409K
|
23.5K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.07KNew |
$316K - $341K
|
5.07K
$335K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5KNew |
$312K - $336K
|
5K
$330K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.11KNew |
$256K - $277K
|
4.11K
$272K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.59KNew |
$224K - $241K
|
3.59K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.54K+ 54.52% |
$158K - $171K
|
7.19K
$475K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.51K+ 20.58% |
$157K - $169K
|
14.7K
$971K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.17K+ 16.61% |
$135K - $146K
|
15.2K
$1.01M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.12K+ 12.57% |
$132K - $143K
|
19K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.85K+ 8.13% |
$115K - $125K
|
24.6K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.45K+ 38.98% |
$90.7K - $97.8K
|
5.18K
$343K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.39KNew |
$86.4K - $93.2K
|
1.39K
$91.5K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.14K+ 36.45% |
$71K - $76.6K
|
4.26K
$282K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
945+ 19.3% |
$59K - $63.6K
|
5.84K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
750+ 6.73% |
$46.8K - $50.5K
|
11.9K
$786K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
637+ 4.23% |
$39.7K - $42.9K
|
15.7K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
490New |
$30.6K - $33K
|
490
$32.4K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
425+ 109.54% |
$26.5K - $28.6K
|
813
$53.7K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
411+ 12.28% |
$25.6K - $27.7K
|
3.76K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
309+ 9.44% |
$19.3K - $20.8K
|
3.58K
$237K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
300+ 1.82% |
$18.7K - $20.2K
|
16.8K
$1.11M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
279+ 1.81% |
$17.4K - $18.8K
|
15.7K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
256+ 1.88% |
$16K - $17.2K
|
13.9K
$916K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
255+ 6.32% |
$15.9K - $17.2K
|
4.29K
$283K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
193+ 64.33% |
$12K - $13K
|
493
$32.6K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
192+ 4.03% |
$12K - $12.9K
|
4.96K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
190New |
$11.9K - $12.8K
|
190
$12.6K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
186+ 24.19% |
$11.6K - $12.5K
|
955
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
168New |
$10.5K - $11.3K
|
168
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
166+ 0.8% |
$10.4K - $11.2K
|
20.9K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
159+ 42.18% |
$9.92K - $10.7K
|
536
$35.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
100New |
$6.24K - $6.73K
|
100
$6.61K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
76New |
$4.74K - $5.11K
|
76
$5.02K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40+ 0.72% |
$2.5K - $2.69K
|
5.61K
$370K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
25New |
$1.56K - $1.68K
|
25
$1.65K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22+ 0.46% |
$1.37K - $1.48K
|
4.82K
$319K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4+ 0.03% |
$250 - $269
|
13.8K
$912K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-12- 4.08% |
$749 - $807
|
282
$18.6K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41- 0.41% |
$2.56K - $2.76K
|
10K
$662K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-80- 1.75% |
$4.99K - $5.38K
|
4.5K
$297K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 2.28% |
$5.05K - $5.45K
|
3.47K
$229K
|