Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
28.5KNew |
$1.71M - $1.85M
|
28.5K
$1.89M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
26.3K+ 13.08% |
$1.57M - $1.7M
|
227K
$15M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.75K+ 10.92% |
$404K - $437K
|
68.5K
$4.53M
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.21KNew |
$252K - $272K
|
4.21K
$278K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.76K+ 52.44% |
$225K - $243K
|
10.9K
$722K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.73K+ 34.1% |
$223K - $242K
|
14.7K
$970K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
3.68KNew |
$220K - $238K
|
3.68K
$243K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.98K+ 3.95% |
$178K - $193K
|
78.5K
$5.19M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.74K+ 374.66% |
$164K - $177K
|
3.47K
$229K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.45K+ 2.65% |
$86.7K - $93.8K
|
56.1K
$3.7M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 49.87% |
$81K - $87.6K
|
4.07K
$269K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
982+ 43.34% |
$58.8K - $63.6K
|
3.25K
$215K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 5.74% |
$56.4K - $61K
|
17.4K
$1.15M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
746New |
$44.7K - $48.3K
|
746
$49.3K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
715+ 4.41% |
$42.8K - $46.3K
|
16.9K
$1.12M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
690+ 1232.14% |
$41.3K - $44.7K
|
746
$49.3K
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
675+ 7.79% |
$40.4K - $43.7K
|
9.34K
$617K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
527+ 0.62% |
$31.5K - $34.1K
|
86K
$5.68M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
507+ 4.33% |
$30.3K - $32.8K
|
12.2K
$808K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
453+ 7.39% |
$27.1K - $29.3K
|
6.58K
$435K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
400New |
$23.9K - $25.9K
|
400
$26.4K
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
340+ 2.24% |
$20.4K - $22K
|
15.5K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
231+ 45.56% |
$13.8K - $15K
|
738
$48.8K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
219+ 4.69% |
$13.1K - $14.2K
|
4.89K
$323K
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200+ 0.88% |
$12K - $12.9K
|
23.1K
$1.52M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
175+ 188.17% |
$10.5K - $11.3K
|
268
$17.7K
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
131New |
$7.84K - $8.48K
|
131
$8.66K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
40+ 20.0% |
$2.39K - $2.59K
|
240
$15.9K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
35+ 0.7% |
$2.1K - $2.27K
|
5.06K
$334K
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
15+ 0.37% |
$898 - $971
|
4.12K
$272K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13New |
$778 - $842
|
13
$859
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$479 - $518
|
8
$529
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-22- 8.24% |
$1.32K - $1.42K
|
245
$16.2K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-50- 34.25% |
$2.99K - $3.24K
|
96
$6.34K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-50- 0.91% |
$2.99K - $3.24K
|
5.45K
$360K
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-51- 7.29% |
$3.05K - $3.3K
|
649
$42.9K
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-75- 1.42% |
$4.49K - $4.86K
|
5.23K
$345K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-75- 0.9% |
$4.49K - $4.86K
|
8.29K
$548K
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-150- 1.99% |
$8.98K - $9.71K
|
7.37K
$487K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-150- 3.85% |
$8.98K - $9.71K
|
3.75K
$248K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-225- 6.14% |
$13.5K - $14.6K
|
3.44K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-225- 1.43% |
$13.5K - $14.6K
|
15.5K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-243- 1.32% |
$14.5K - $15.7K
|
18.1K
$1.2M
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-440- 3.32% |
$26.3K - $28.5K
|
12.8K
$847K
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-600- 4.75% |
$35.9K - $38.8K
|
12K
$795K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-725- 3.9% |
$43.4K - $46.9K
|
17.9K
$1.18M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-786- 11.4% |
$47K - $50.9K
|
6.11K
$404K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.07K- 27.48% |
$124K - $134K
|
5.45K
$360K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.07K- 27.48% |
$124K - $134K
|
5.45K
$360K
|