Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
152KNew |
$10.9M - $12.1M
|
152K
$10M
|
|
|
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5KNew |
$3.92M - $4.35M
|
54.5K
$3.6M
|
|
|
Feb 17, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5KNew |
$3.92M - $4.35M
|
54.5K
$3.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.4KNew |
$967K - $1.07M
|
13.4K
$887K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.64K+ 42.1% |
$622K - $690K
|
29.2K
$1.93M
|
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
3.76KNew |
$271K - $300K
|
3.76K
$249K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.08KNew |
$222K - $246K
|
3.08K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.14K+ 5.56% |
$154K - $170K
|
40.5K
$2.68M
|
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2KNew |
$144K - $160K
|
2K
$132K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2K+ 400.0% |
$144K - $160K
|
2.5K
$165K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
903New |
$65K - $72.1K
|
903
$59.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
651+ 9.7% |
$46.9K - $51.9K
|
7.36K
$486K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
630+ 2.44% |
$45.4K - $50.3K
|
26.5K
$1.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
403+ 3.01% |
$29K - $32.2K
|
13.8K
$913K
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
403New |
$29K - $32.2K
|
403
$26.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
244+ 0.58% |
$17.6K - $19.5K
|
42.7K
$2.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
235New |
$16.9K - $18.8K
|
235
$15.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
140+ 0.67% |
$10.1K - $11.2K
|
21K
$1.39M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
139+ 817.65% |
$10K - $11.1K
|
156
$10.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79+ 12.76% |
$5.69K - $6.3K
|
698
$46.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
67+ 0.22% |
$4.82K - $5.35K
|
29.9K
$1.97M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
66+ 6.97% |
$4.75K - $5.27K
|
1.01K
$66.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-14- 16.47% |
$1.01K - $1.12K
|
71
$4.69K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-15- 50.0% |
$1.08K - $1.2K
|
15
$991
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47- 0.11% |
$3.38K - $3.75K
|
42.6K
$2.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-50- 3.05% |
$3.6K - $3.99K
|
1.59K
$105K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-80- 0.25% |
$5.76K - $6.38K
|
31.7K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-82- 45.81% |
$5.9K - $6.54K
|
97
$6.41K
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-96- 2.12% |
$6.91K - $7.66K
|
4.44K
$294K
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-100- 0.96% |
$7.2K - $7.98K
|
10.4K
$685K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-134- 2.86% |
$9.65K - $10.7K
|
4.55K
$300K
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-135- 55.1% |
$9.72K - $10.8K
|
110
$7.27K
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-139- 89.1% |
$10K - $11.1K
|
17
$1.12K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-197- 4.04% |
$14.2K - $15.7K
|
4.68K
$309K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-231Closed |
$16.6K - $18.4K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-325- 4.54% |
$23.4K - $25.9K
|
6.84K
$452K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-413- 4.16% |
$29.7K - $33K
|
9.52K
$629K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-415- 10.51% |
$29.9K - $33.1K
|
3.54K
$234K
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-500- 9.09% |
$36K - $39.9K
|
5K
$330K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-850- 21.62% |
$61.2K - $67.8K
|
3.08K
$204K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-852- 11.99% |
$61.4K - $68K
|
6.26K
$413K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-930- 0.91% |
$67K - $74.2K
|
102K
$6.71M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-945- 9.43% |
$68K - $75.4K
|
9.08K
$600K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.24K- 57.71% |
$161K - $179K
|
1.64K
$108K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.64KClosed |
$190K - $211K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.59K- 7.47% |
$331K - $366K
|
56.9K
$3.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3KClosed |
$1.1M - $1.22M
|
0
$0
|