Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PBP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBP) during Q4 2022. 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, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
182KNew |
$3.45M - $3.76M
|
182K
$4.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
181KNew |
$3.43M - $3.73M
|
181K
$4.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
109K+ 82.28% |
$2.06M - $2.24M
|
241K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 138.14% |
$1.01M - $1.1M
|
91.6K
$2.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
52.5K+ 9.27% |
$996K - $1.08M
|
619K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
52.3KNew |
$991K - $1.08M
|
52.3K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
45.7K+ 181.48% |
$867K - $943K
|
70.9K
$1.69M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
41.9K+ 31.73% |
$795K - $865K
|
174K
$4.16M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.7K+ 21.22% |
$563K - $613K
|
170K
$4.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
29.6K+ 86.35% |
$562K - $611K
|
63.9K
$1.53M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.4K+ 27.39% |
$349K - $380K
|
85.6K
$2.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
15KNew |
$284K - $309K
|
15K
$358K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$273K - $297K
|
14.4K
$344K
|
|
|
Feb 09, 2023
Q4 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
13.9K+ 19.62% |
$263K - $286K
|
84.5K
$2.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.9K+ 59.79% |
$206K - $224K
|
29K
$693K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.16K+ 53.03% |
$155K - $168K
|
23.6K
$563K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.08K+ 8.53% |
$134K - $146K
|
90.1K
$2.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.27K+ 39.5% |
$100K - $109K
|
18.6K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.51KNew |
$85.5K - $93K
|
4.51K
$108K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.59KNew |
$49.1K - $53.5K
|
2.59K
$61.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
2.58K+ 6.04% |
$48.9K - $53.2K
|
45.3K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.27K+ 100.0% |
$43K - $46.8K
|
4.53K
$108K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9KNew |
$36K - $39.2K
|
1.9K
$45.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 11.91% |
$24.5K - $26.6K
|
12.1K
$290K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
1.2KNew |
$22.8K - $24.8K
|
1.2K
$28.7K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
571New |
$10.8K - $11.8K
|
571
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
500New |
$9.48K - $10.3K
|
500
$12K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
500New |
$9.48K - $10.3K
|
500
$12K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
255+ 1.25% |
$4.83K - $5.26K
|
20.7K
$495K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
87+ 0.74% |
$1.65K - $1.79K
|
11.9K
$285K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-64- 1.52% |
$1.21K - $1.32K
|
4.14K
$98.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-464- 1.76% |
$8.8K - $9.57K
|
25.9K
$618K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-601- 3.81% |
$11.4K - $12.4K
|
15.2K
$362K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.06K- 29.47% |
$20K - $21.8K
|
2.53K
$60.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 0.68% |
$21.2K - $23.1K
|
164K
$3.93M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.42K- 29.72% |
$26.8K - $29.2K
|
3.35K
$80K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.9K- 49.18% |
$36K - $39.2K
|
1.96K
$46.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.33K- 14.8% |
$63.2K - $68.7K
|
19.2K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.99K- 11.1% |
$170K - $185K
|
72K
$1.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-9.91K- 10.16% |
$188K - $204K
|
87.6K
$2.09M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-19.7K- 12.58% |
$373K - $406K
|
137K
$3.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.7K- 17.97% |
$412K - $448K
|
99.1K
$2.37M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-22.3KClosed |
$423K - $461K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-24K- 40.61% |
$456K - $496K
|
35.1K
$840K
|