Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PBJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBJ) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
211KNew |
$9.33M - $9.85M
|
211K
$9.78M
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
189K+ 646.64% |
$8.38M - $8.85M
|
219K
$10.1M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
185K+ 48.15% |
$8.17M - $8.63M
|
568K
$26.4M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
183K+ 559.15% |
$8.1M - $8.56M
|
216K
$10M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
65.3K+ 2135.61% |
$2.89M - $3.05M
|
68.4K
$3.17M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 17.9% |
$1.94M - $2.05M
|
289K
$13.4M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
28.1K+ 12.24% |
$1.24M - $1.31M
|
258K
$11.9M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
27.3KNew |
$1.21M - $1.27M
|
27.3K
$1.27M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.8K+ 25.9% |
$919K - $971K
|
101K
$4.69M
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
17.2K+ 48.14% |
$761K - $804K
|
53K
$2.46M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12KNew |
$532K - $562K
|
12K
$557K
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.06KNew |
$312K - $330K
|
7.06K
$327K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.06KNew |
$312K - $330K
|
7.06K
$327K
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
6.91KNew |
$306K - $323K
|
6.91K
$320K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.16KNew |
$272K - $288K
|
6.16K
$286K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.43KNew |
$240K - $254K
|
5.43K
$252K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.06KNew |
$224K - $236K
|
5.06K
$235K
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.98KNew |
$220K - $233K
|
4.98K
$231K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.97KNew |
$220K - $232K
|
4.97K
$231K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.6K+ 41.64% |
$204K - $215K
|
15.7K
$726K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.8K+ 32.63% |
$168K - $178K
|
15.5K
$717K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.8K+ 16.49% |
$168K - $177K
|
26.8K
$1.24M
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.71K+ 66.97% |
$164K - $173K
|
9.25K
$429K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
3.44K+ 72.13% |
$152K - $161K
|
8.21K
$381K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.3KNew |
$146K - $154K
|
3.3K
$153K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2.59K+ 5.06% |
$114K - $121K
|
53.7K
$2.49M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.53K+ 20.12% |
$112K - $118K
|
15.1K
$701K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 2.88% |
$93K - $98.2K
|
75K
$3.48M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.1K+ 21.94% |
$92.8K - $98K
|
11.7K
$541K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.99K+ 906.85% |
$87.9K - $92.8K
|
2.21K
$102K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29K+ 3.22% |
$57K - $60.2K
|
41.3K
$1.91M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.29K+ 3.22% |
$57K - $60.2K
|
41.3K
$1.91M
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.25K+ 6.77% |
$55.1K - $58.2K
|
19.6K
$911K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 7.82% |
$52.5K - $55.5K
|
16.4K
$759K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.09K+ 2.23% |
$48.4K - $51.1K
|
50.2K
$2.33M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
960+ 2.72% |
$42.5K - $44.9K
|
36.3K
$1.68M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
675+ 10.56% |
$29.9K - $31.5K
|
7.07K
$328K
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
674+ 13.74% |
$29.8K - $31.5K
|
5.58K
$259K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
652+ 6.31% |
$28.8K - $30.5K
|
11K
$509K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
600+ 0.19% |
$26.5K - $28K
|
316K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
569New |
$25.2K - $26.6K
|
569
$26.4K
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
378New |
$16.7K - $17.7K
|
378
$17.5K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
225New |
$9.95K - $10.5K
|
225
$10.4K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
200New |
$8.85K - $9.34K
|
200
$9.28K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
145New |
$6.41K - $6.77K
|
145
$6.73K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
106+ 5.23% |
$4.69K - $4.95K
|
2.13K
$99K
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
102+ 3.86% |
$4.51K - $4.77K
|
2.75K
$127K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
40+ 20.0% |
$1.77K - $1.87K
|
240
$11.1K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
7+ 5.83% |
$310 - $327
|
127
$5.89K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.22% |
$265 - $280
|
2.76K
$128K
|