Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PBE)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.3K+ 60.69% |
$1.86M - $2.36M
|
93.6K
$6.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33K+ 65.82% |
$1.73M - $2.2M
|
83.1K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
24.8K+ 8.99% |
$1.3M - $1.66M
|
301K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 25.93% |
$1.06M - $1.34M
|
97.9K
$6.62M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.8KNew |
$1.04M - $1.32M
|
19.8K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.1KNew |
$791K - $1M
|
15.1K
$1.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.27K+ 121.56% |
$382K - $485K
|
13.2K
$896K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.34KNew |
$281K - $356K
|
5.34K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5KNew |
$263K - $334K
|
5K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.28KNew |
$172K - $218K
|
3.28K
$221K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
3.2K+ 35.6% |
$168K - $213K
|
12.2K
$824K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.16KNew |
$166K - $211K
|
3.16K
$213K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.65K+ 3.86% |
$139K - $177K
|
71.1K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 9.05% |
$121K - $154K
|
27.8K
$1.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.12K+ 13.86% |
$112K - $142K
|
17.5K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55KNew |
$81.4K - $103K
|
1.55K
$105K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1.5K+ 13.41% |
$78.8K - $100K
|
12.7K
$858K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 11.63% |
$74.5K - $94.6K
|
13.6K
$920K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 11.72% |
$72K - $91.4K
|
13.1K
$883K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.3K+ 13.2% |
$68.3K - $86.7K
|
11.2K
$754K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 28.55% |
$55.6K - $70.6K
|
4.77K
$322K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
604+ 14.07% |
$31.7K - $40.3K
|
4.9K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
600New |
$31.5K - $40K
|
600
$40.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
392+ 13.87% |
$20.6K - $26.2K
|
3.22K
$218K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
234+ 151.95% |
$12.3K - $15.6K
|
388
$26.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
206+ 6.56% |
$10.8K - $13.7K
|
3.35K
$226K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
200+ 0.89% |
$10.5K - $13.3K
|
22.8K
$1.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
167New |
$8.77K - $11.1K
|
167
$11.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
100+ 2.72% |
$5.25K - $6.67K
|
3.78K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
78+ 11.29% |
$4.1K - $5.2K
|
769
$52K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60+ 0.6% |
$3.15K - $4K
|
10.1K
$680K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 25.0% |
$3.15K - $4K
|
300
$20.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
44+ 17.6% |
$2.31K - $2.94K
|
294
$19.9K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20+ 5.6% |
$1.05K - $1.33K
|
377
$25.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 1.82% |
$52.5 - $66.7
|
56
$3.79K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-100- 19.76% |
$5.25K - $6.67K
|
406
$27.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-100- 1.21% |
$5.25K - $6.67K
|
8.14K
$550K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-128- 18.52% |
$6.72K - $8.54K
|
563
$38.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-128- 1.77% |
$6.72K - $8.54K
|
7.09K
$479K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-300- 1.96% |
$15.8K - $20K
|
15K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-302- 6.17% |
$15.9K - $20.1K
|
4.59K
$310K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-398- 2.31% |
$20.9K - $26.6K
|
16.8K
$1.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-487- 9.61% |
$25.6K - $32.5K
|
4.58K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
SELL
|
- |
-522- 12.66% |
$27.4K - $34.8K
|
3.6K
$243K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-530- 6.59% |
$27.8K - $35.4K
|
7.52K
$508K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-598- 13.77% |
$31.4K - $39.9K
|
3.75K
$253K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-602- 92.76% |
$31.6K - $40.2K
|
47
$3.18K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-630- 13.51% |
$33.1K - $42K
|
4.03K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-796- 12.51% |
$41.8K - $53.1K
|
5.57K
$376K
|