Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PBP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
446KNew |
$9.87M - $10.4M
|
446K
$10.4M
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
23.6K+ 13.68% |
$523K - $554K
|
196K
$4.59M
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
15.9K+ 10.23% |
$352K - $373K
|
171K
$4.01M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 16.05% |
$275K - $291K
|
89.8K
$2.1M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.7K+ 21.81% |
$237K - $251K
|
59.7K
$1.4M
|
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.77KNew |
$150K - $159K
|
6.77K
$158K
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.48K+ 4.11% |
$121K - $128K
|
139K
$3.25M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.33K+ 3.06% |
$118K - $125K
|
180K
$4.2M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.96K+ 7.62% |
$43.4K - $45.9K
|
27.7K
$647K
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.43K+ 2.44% |
$31.7K - $33.6K
|
60.3K
$1.41M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
977+ 1.37% |
$21.6K - $22.9K
|
72.2K
$1.69M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
814+ 1.93% |
$18K - $19.1K
|
43.1K
$1.01M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
490+ 2.29% |
$10.8K - $11.5K
|
21.9K
$511K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
441+ 284.52% |
$9.76K - $10.3K
|
596
$13.9K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
319+ 36.67% |
$7.06K - $7.47K
|
1.19K
$27.8K
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
222+ 2.66% |
$4.92K - $5.2K
|
8.56K
$200K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
33+ 0.3% |
$731 - $773
|
11.1K
$260K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.16% |
$111 - $117
|
3.15K
$73.7K
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1+ 0.26% |
$22.1 - $23.4
|
390
$9.12K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-39- 7.4% |
$863 - $914
|
488
$11.4K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-66Closed |
$1.46K - $1.55K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-110Closed |
$2.44K - $2.58K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-259- 8.84% |
$5.73K - $6.07K
|
2.67K
$62.5K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-386- 37.04% |
$8.55K - $9.04K
|
656
$15.3K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-396- 2.46% |
$8.77K - $9.28K
|
15.7K
$368K
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-450- 3.54% |
$9.96K - $10.5K
|
12.3K
$287K
|
|
Mar 09, 2022
Q3 2021
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-473- 2.69% |
$10.5K - $11.1K
|
17.1K
$400K
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-500- 3.15% |
$11.1K - $11.7K
|
15.4K
$359K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-623- 11.35% |
$13.8K - $14.6K
|
4.87K
$114K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.09K- 1.75% |
$24.1K - $25.5K
|
61.1K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.37K- 4.78% |
$30.4K - $32.2K
|
27.3K
$640K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.3K- 9.94% |
$50.8K - $53.8K
|
20.8K
$487K
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
SELL
|
- |
-2.33K- 3.56% |
$51.6K - $54.6K
|
63.2K
$1.48M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.85K- 81.41% |
$63.1K - $66.8K
|
651
$15.2K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.03K- 3.64% |
$67K - $70.9K
|
80.2K
$1.88M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-4.78K- 66.41% |
$106K - $112K
|
2.42K
$56.6K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 17.54% |
$115K - $122K
|
24.5K
$572K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.38K- 2.22% |
$119K - $126K
|
237K
$5.54M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.07K- 6.94% |
$134K - $142K
|
81.4K
$1.9M
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-17.1KClosed |
$379K - $401K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-21.2K- 10.78% |
$468K - $496K
|
175K
$4.09M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.5K- 20.54% |
$519K - $550K
|
90.7K
$2.12M
|