Latest Institutional Purchases of Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii Purebeta 0 5 (PBTP) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.12K+ 2.78% |
$54.8K - $55.5K
|
78.2K
$2.03M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.7K+ 218.14% |
$1.79M - $1.84M
|
103K
$2.67M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.9KNew |
$912K - $935K
|
35.9K
$932K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.8K+ 354.69% |
$781K - $801K
|
39.4K
$1.02M
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30KNew |
$762K - $781K
|
30K
$778K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$290K - $298K
|
11.4K
$297K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.3KNew |
$286K - $293K
|
11.3K
$292K
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.22KNew |
$209K - $214K
|
8.22K
$213K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.2K+ 5.7% |
$107K - $109K
|
77.8K
$2.02M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.61K+ 6.81% |
$66.3K - $67.9K
|
40.9K
$1.06M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.4K+ 1.62% |
$60.9K - $62.4K
|
151K
$3.91M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 12.21% |
$26.6K - $27.2K
|
9.61K
$249K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.05K+ 12.21% |
$26.6K - $27.2K
|
9.61K
$249K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1KNew |
$25.3K - $25.6K
|
1K
$25.9K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
479+ 138.44% |
$12.1K - $12.3K
|
825
$21.4K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
227+ 12.89% |
$5.75K - $5.81K
|
1.99K
$51.6K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
213+ 0.95% |
$5.4K - $5.45K
|
22.6K
$586K
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.06KNew |
$26.4K - $26.9K
|
1.06K
$27.5K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
91New |
$2.27K - $2.31K
|
91
$2.36K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
21.7K+ 7.47% |
$540K - $546K
|
313K
$8.11M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8KNew |
$199K - $201K
|
8K
$208K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$24.8 - $25.1
|
1
$25.9
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
43.7KNew |
$1.06M - $1.08M
|
43.7K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21.5KNew |
$524K - $530K
|
21.5K
$557K
|
|
Q2 2023 | |||||||
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
142K+ 1655.35% |
$3.47M - $3.56M
|
150K
$3.9M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
200New |
$4.89K - $5.01K
|
200
$5.19K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
$2.45K - $2.51K
|
100
$2.59K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
53New |
$1.3K - $1.33K
|
53
$1.37K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
32+ 7.84% |
$782 - $802
|
440
$11.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
585+ 3.28% |
$14.2K - $14.6K
|
18.4K
$477K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
461New |
$11.2K - $11.5K
|
461
$12K
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$48.7 - $49.9
|
9.61K
$249K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
196KNew |
$4.79M - $4.88M
|
196K
$5.09M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
8.84KNew |
$216K - $220K
|
8.84K
$229K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.49KNew |
$85.2K - $86.8K
|
3.49K
$90.6K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.47KNew |
$84.6K - $86.2K
|
3.47K
$90K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.87K+ 32.39% |
$70.1K - $71.4K
|
11.7K
$305K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
4New |
$97.6 - $99.4
|
4
$104
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
2+ 0.02% |
$48.8 - $49.7
|
12.1K
$313K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
59.4K+ 14.33% |
$1.45M - $1.54M
|
474K
$12.3M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18New |
$438 - $468
|
18
$467
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
5.92KNew |
$151K - $156K
|
5.92K
$154K
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
BUY
|
- |
1.49K+ 0.38% |
$37.9K - $39.2K
|
389K
$10.1M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
726New |
$18.5K - $19.2K
|
726
$18.8K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
600New |
$15.3K - $15.8K
|
600
$15.6K
|
|
Q1 2022 | |||||||
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
202New |
$5.26K - $5.42K
|
202
$5.24K
|
|
Q3 2021 | |||||||
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
172+ 36.91% |
$4.55K - $4.64K
|
638
$16.5K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
44New |
$1.15K - $1.17K
|
44
$1.14K
|
|
Q2 2019 | |||||||
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$24.8 - $25.2
|
1
$25.9
|