Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.1K+ 21.58% |
$2.8M - $3.15M
|
276K
$18.3M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.85KNew |
$562K - $631K
|
9.85K
$651K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.95KNew |
$510K - $574K
|
8.95K
$591K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
8.27K+ 9.61% |
$471K - $530K
|
94.3K
$6.23M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.53KNew |
$315K - $354K
|
5.53K
$365K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.76K+ 28.12% |
$271K - $305K
|
21.7K
$1.43M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.16K+ 3.86% |
$123K - $139K
|
58.2K
$3.85M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
758+ 6.93% |
$43.2K - $48.6K
|
11.7K
$773K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
651+ 4.43% |
$37.1K - $41.7K
|
15.3K
$1.01M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
506New |
$28.9K - $32.4K
|
506
$33.4K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
300New |
$17.1K - $19.2K
|
300
$19.8K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
271+ 7.88% |
$15.5K - $17.4K
|
3.71K
$245K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
254+ 4.16% |
$14.5K - $16.3K
|
6.36K
$420K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
250+ 2.08% |
$14.3K - $16K
|
12.3K
$811K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
226+ 5.56% |
$12.9K - $14.5K
|
4.29K
$284K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
164New |
$9.35K - $10.5K
|
164
$10.8K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
160New |
$9.13K - $10.3K
|
160
$10.6K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$5.7K - $6.41K
|
100
$6.61K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 2.9% |
$5.7K - $6.41K
|
3.55K
$234K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
89+ 33.21% |
$5.08K - $5.7K
|
357
$23.6K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
58+ 60.42% |
$3.31K - $3.72K
|
154
$10.2K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35+ 1.25% |
$2K - $2.24K
|
2.83K
$187K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
26New |
$1.48K - $1.67K
|
26
$1.72K
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7+ 0.14% |
$399 - $449
|
5.07K
$335K
|
|
Oct 23, 2023
Q3 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5+ 2.04% |
$285 - $321
|
250
$16.5K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.19% |
$513 - $577
|
4.66K
$308K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33- 0.27% |
$1.88K - $2.12K
|
12.2K
$805K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-47- 6.37% |
$2.68K - $3.01K
|
691
$45.7K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-50- 0.6% |
$2.85K - $3.2K
|
8.24K
$545K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-59- 1.4% |
$3.37K - $3.78K
|
4.15K
$274K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-107- 3.29% |
$6.1K - $6.86K
|
3.14K
$208K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 0.55% |
$6.56K - $7.37K
|
20.8K
$1.37M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-125- 0.72% |
$7.13K - $8.01K
|
17.2K
$1.14M
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-158- 2.14% |
$9.01K - $10.1K
|
7.21K
$477K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-160- 4.27% |
$9.13K - $10.3K
|
3.59K
$237K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-176- 3.54% |
$10K - $11.3K
|
4.8K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-200- 1.29% |
$11.4K - $12.8K
|
15.3K
$1.01M
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-297- 3.56% |
$16.9K - $19K
|
8.05K
$532K
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-350- 3.75% |
$20K - $22.4K
|
8.99K
$594K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-392- 2.53% |
$22.4K - $25.1K
|
15.1K
$1M
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-398- 99.5% |
$22.7K - $25.5K
|
2
$132
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-500- 2.17% |
$28.5K - $32K
|
22.6K
$1.49M
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-575- 11.0% |
$32.8K - $36.9K
|
4.65K
$307K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-600- 9.12% |
$34.2K - $38.5K
|
5.98K
$395K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-691- 92.63% |
$39.4K - $44.3K
|
55
$3.63K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-691- 92.63% |
$39.4K - $44.3K
|
55
$3.63K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-749- 0.95% |
$42.7K - $48K
|
77.7K
$5.14M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-867- 4.85% |
$49.5K - $55.6K
|
17K
$1.12M
|