Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PBP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBP) 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
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
72.4KNew |
$1.45M - $1.54M
|
72.4K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.6K+ 19.2% |
$653K - $693K
|
202K
$4.7M
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
25.2K+ 18.43% |
$505K - $536K
|
162K
$3.76M
|
|
|
May 16, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
15.7K+ 20.17% |
$315K - $334K
|
93.6K
$2.18M
|
|
|
May 12, 2023
Q1 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
13.7KNew |
$274K - $290K
|
13.7K
$317K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
12.6K+ 65.63% |
$252K - $268K
|
31.8K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.27K+ 35.87% |
$186K - $197K
|
35.1K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.2K+ 5.25% |
$104K - $111K
|
104K
$2.42M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.9K+ 3.22% |
$58.1K - $61.6K
|
93K
$2.16M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.87K+ 85.81% |
$57.6K - $61.1K
|
6.22K
$145K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.22KNew |
$24.5K - $26K
|
1.22K
$28.4K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.04K+ 8.75% |
$20.9K - $22.2K
|
13K
$301K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
569+ 2.42% |
$11.4K - $12.1K
|
24.1K
$561K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
187New |
$3.75K - $3.98K
|
187
$4.35K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 0.03% |
$40.1 - $42.5
|
6.12K
$142K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-26- 0.63% |
$521 - $553
|
4.11K
$95.5K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-67- 10.17% |
$1.34K - $1.43K
|
592
$13.8K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 0.9% |
$3.37K - $3.57K
|
18.5K
$429K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-561- 98.25% |
$11.2K - $11.9K
|
10
$232
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-825- 42.03% |
$16.5K - $17.5K
|
1.14K
$26.4K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.06K- 6.99% |
$21.2K - $22.5K
|
14.1K
$328K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.59KClosed |
$51.9K - $55.1K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.71K- 5.98% |
$54.2K - $57.6K
|
42.6K
$989K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.98K- 3.48% |
$59.7K - $63.3K
|
82.6K
$1.92M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.71K- 2.26% |
$74.4K - $79K
|
161K
$3.73M
|
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.7K- 11.07% |
$194K - $206K
|
77.9K
$1.81M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-11.8K- 13.94% |
$236K - $251K
|
72.7K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.9K- 67.13% |
$860K - $913K
|
21K
$488K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-44.2K- 62.27% |
$885K - $939K
|
26.8K
$622K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.4K- 65.89% |
$950K - $1.01M
|
24.6K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-55.8K- 60.94% |
$1.12M - $1.19M
|
35.8K
$831K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-114K- 65.65% |
$2.29M - $2.43M
|
59.8K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-207K- 85.9% |
$4.15M - $4.4M
|
34K
$789K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-242K- 39.08% |
$4.85M - $5.15M
|
377K
$8.76M
|