Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 100.0% |
$3.61M - $4.21M
|
109K
$7.27M
|
|
|
Feb 17, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
54.5K+ 100.0% |
$3.61M - $4.21M
|
109K
$7.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.7K+ 20.24% |
$2.03M - $2.38M
|
183K
$12.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21.6KNew |
$1.43M - $1.67M
|
21.6K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.9K+ 19.09% |
$718K - $839K
|
67.7K
$4.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.76KNew |
$646K - $755K
|
9.76K
$651K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
4.73KNew |
$313K - $365K
|
4.73K
$315K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.59K+ 8.41% |
$237K - $277K
|
46.3K
$3.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.35KNew |
$222K - $259K
|
3.35K
$224K
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.85KNew |
$189K - $220K
|
2.85K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.36K+ 2.33% |
$156K - $183K
|
104K
$6.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.26K+ 51.57% |
$150K - $175K
|
6.65K
$444K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2K+ 100.0% |
$132K - $155K
|
4K
$267K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.1KNew |
$72.8K - $85K
|
1.1K
$73.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
930New |
$61.5K - $71.9K
|
930
$62K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
677+ 1.67% |
$44.8K - $52.3K
|
41.2K
$2.75M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
540+ 2.57% |
$35.7K - $41.7K
|
21.5K
$1.44M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
475+ 3.44% |
$31.4K - $36.7K
|
14.3K
$953K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
465+ 111.51% |
$30.8K - $35.9K
|
882
$58.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
315+ 2.65% |
$20.8K - $24.4K
|
12.2K
$813K
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
315+ 1.19% |
$20.8K - $24.4K
|
26.8K
$1.79M
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
230New |
$15.2K - $17.8K
|
230
$15.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
200+ 1.52% |
$13.2K - $15.5K
|
13.4K
$894K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
151New |
$9.99K - $11.7K
|
151
$10.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
99New |
$6.55K - $7.65K
|
99
$6.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
96+ 192.0% |
$6.35K - $7.42K
|
146
$9.74K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
72New |
$4.76K - $5.57K
|
72
$4.8K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
66+ 6.97% |
$4.37K - $5.1K
|
1.01K
$67.6K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
63+ 0.82% |
$4.17K - $4.87K
|
7.79K
$520K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
46New |
$3.04K - $3.56K
|
46
$3.07K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
15+ 15.46% |
$992 - $1.16K
|
112
$7.47K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$66.2 - $77.3
|
1
$66.7
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40- 1.13% |
$2.65K - $3.09K
|
3.5K
$233K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-55- 1.12% |
$3.64K - $4.25K
|
4.86K
$324K
|
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-65- 1.36% |
$4.3K - $5.03K
|
4.71K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-71Closed |
$4.7K - $5.49K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 1.1% |
$6.62K - $7.73K
|
8.98K
$599K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-135- 19.34% |
$8.93K - $10.4K
|
563
$37.6K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-235Closed |
$15.5K - $18.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-300Closed |
$19.8K - $23.2K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-356- 7.61% |
$23.6K - $27.5K
|
4.33K
$289K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-389- 4.77% |
$25.7K - $30.1K
|
7.77K
$518K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-403Closed |
$26.7K - $31.2K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-421- 4.42% |
$27.9K - $32.5K
|
9.1K
$607K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-435- 6.36% |
$28.8K - $33.6K
|
6.4K
$427K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-532- 12.38% |
$35.2K - $41.1K
|
3.77K
$251K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-555- 7.54% |
$36.7K - $42.9K
|
6.81K
$454K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-638Closed |
$42.2K - $49.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-693- 2.32% |
$45.8K - $53.6K
|
29.2K
$1.95M
|