Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
259K+ 478.73% |
$15.4M - $17.1M
|
313K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 4.82% |
$616K - $683K
|
225K
$14.8M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.3K+ 4.82% |
$616K - $683K
|
225K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
8K+ 67.23% |
$477K - $529K
|
19.9K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.14K+ 31.86% |
$366K - $406K
|
25.4K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.61K+ 113.19% |
$335K - $371K
|
10.6K
$699K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.51KNew |
$328K - $364K
|
5.51K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5K+ 100.0% |
$298K - $331K
|
10K
$661K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.69K+ 3.8% |
$220K - $244K
|
101K
$6.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.25K+ 15.27% |
$134K - $148K
|
16.9K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.72K+ 2.99% |
$102K - $114K
|
59.1K
$3.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.57K+ 41.86% |
$93.8K - $104K
|
5.33K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.02K+ 1347.37% |
$61.1K - $67.7K
|
1.1K
$72.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
909+ 3.86% |
$54.2K - $60.1K
|
24.4K
$1.62M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
845+ 4.46% |
$50.4K - $55.9K
|
19.8K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
837New |
$49.9K - $55.3K
|
837
$55.3K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
561+ 2.05% |
$33.4K - $37.1K
|
27.9K
$1.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
500New |
$29.8K - $33.1K
|
500
$33K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
480New |
$28.6K - $31.7K
|
480
$31.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
465New |
$27.7K - $30.7K
|
465
$30.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
450+ 6.26% |
$26.8K - $29.7K
|
7.64K
$505K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
407+ 7.65% |
$24.3K - $26.9K
|
5.73K
$378K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$23.8K - $26.4K
|
400
$26.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
325New |
$19.4K - $21.5K
|
325
$21.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
280+ 7.81% |
$16.7K - $18.5K
|
3.86K
$255K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
238+ 44.4% |
$14.2K - $15.7K
|
774
$51.1K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
167+ 2.39% |
$9.96K - $11K
|
7.14K
$472K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100+ 3.65% |
$5.96K - $6.61K
|
2.84K
$188K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
78+ 15.82% |
$4.65K - $5.16K
|
571
$37.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74+ 1.74% |
$4.41K - $4.89K
|
4.33K
$286K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
54+ 0.92% |
$3.22K - $3.57K
|
5.9K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40+ 0.93% |
$2.38K - $2.64K
|
4.33K
$286K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
16+ 6.75% |
$954 - $1.06K
|
253
$16.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
6+ 2.13% |
$358 - $397
|
288
$19K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.61% |
$59.6 - $66.1
|
165
$10.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-7- 0.73% |
$417 - $463
|
948
$62.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-13- 0.29% |
$775 - $859
|
4.49K
$297K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57- 0.41% |
$3.4K - $3.77K
|
13.8K
$912K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-77- 45.83% |
$4.59K - $5.09K
|
91
$6.01K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-121- 2.51% |
$7.21K - $8K
|
4.7K
$311K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-128- 1.87% |
$7.63K - $8.46K
|
6.71K
$443K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-130- 3.47% |
$7.75K - $8.59K
|
3.62K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
SELL
|
- |
-150- 17.65% |
$8.94K - $9.92K
|
700
$46.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-155- 8.49% |
$9.24K - $10.2K
|
1.67K
$110K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-157- 0.75% |
$9.36K - $10.4K
|
20.8K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-219- 5.23% |
$13.1K - $14.5K
|
3.97K
$262K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-226- 71.52% |
$13.5K - $14.9K
|
90
$5.95K
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-250- 4.82% |
$14.9K - $16.5K
|
4.93K
$326K
|