Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PBS)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBS) 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 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
18.5K+ 35.71% |
$596K - $735K
|
70.2K
$0
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
604+ 0.94% |
$19.5K - $24K
|
65.1K
$0
|
|
May 15, 2023
Q1 2023
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
400New |
$12.9K - $15.9K
|
400
$0
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
261+ 5.31% |
$8.43K - $10.4K
|
5.17K
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
260+ 57.65% |
$8.39K - $10.4K
|
711
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24+ 1.51% |
$775 - $955
|
1.61K
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-65- 0.94% |
$2.1K - $2.59K
|
6.88K
$0
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-100- 1.35% |
$3.23K - $3.98K
|
7.28K
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-256- 61.54% |
$8.26K - $10.2K
|
160
$0
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.61K- 9.64% |
$52K - $64.1K
|
15.1K
$0
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.65K- 16.7% |
$182K - $225K
|
28.2K
$0
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.08K- 96.92% |
$229K - $282K
|
225
$0
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-125K- 88.57% |
$4.05M - $4.99M
|
16.2K
$0
|