Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.51KNew |
$77K - $110K
|
1.51K
$31K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.25K+ 37.49% |
$63.7K - $91.2K
|
4.58K
$94.1K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.2K+ 25.44% |
$61K - $87.3K
|
5.9K
$121K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 1.17% |
$53.5K - $76.6K
|
90.9K
$1.87M
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.02K+ 20.57% |
$51.9K - $74.4K
|
5.98K
$123K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
700+ 212.77% |
$35.7K - $51.1K
|
1.03K
$21.1K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
679New |
$34.6K - $49.5K
|
679
$13.9K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
676+ 17.83% |
$34.4K - $49.3K
|
4.47K
$91.7K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
667+ 1.37% |
$34K - $48.7K
|
49.3K
$1.01M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
471+ 39.12% |
$24K - $34.4K
|
1.68K
$34.4K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
429New |
$21.8K - $31.3K
|
429
$8.81K
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
329+ 0.19% |
$16.8K - $24K
|
177K
$3.63M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
281+ 1.32% |
$14.3K - $20.5K
|
21.5K
$442K
|
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
BUY
|
- |
272+ 2.26% |
$13.9K - $19.8K
|
12.3K
$253K
|
|
|
Oct 07, 2024
Q1 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
247New |
$12.6K - $18K
|
247
$5.07K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
244+ 12.71% |
$12.4K - $17.8K
|
2.16K
$44.4K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
236+ 3.73% |
$12K - $17.2K
|
6.57K
$135K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
192+ 6.77% |
$9.78K - $14K
|
3.03K
$62.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
175New |
$8.91K - $12.8K
|
175
$3.59K
|
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
169+ 0.55% |
$8.61K - $12.3K
|
30.9K
$634K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
125+ 26.26% |
$6.37K - $9.12K
|
601
$12.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
102New |
$5.19K - $7.44K
|
102
$2.09K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
101+ 19.84% |
$5.14K - $7.37K
|
610
$12.5K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
96+ 192.0% |
$4.89K - $7K
|
146
$3K
|
|
|
May 13, 2022
Q1 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
95+ 1.22% |
$4.84K - $6.93K
|
7.87K
$162K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
86+ 0.55% |
$4.38K - $6.27K
|
15.8K
$324K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
80+ 30.53% |
$4.07K - $5.84K
|
342
$7.02K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
78+ 2.53% |
$3.97K - $5.69K
|
3.16K
$64.8K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
78+ 2.53% |
$3.97K - $5.69K
|
3.16K
$64.8K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
75+ 1.73% |
$3.82K - $5.47K
|
4.4K
$90.4K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
75+ 6.88% |
$3.82K - $5.47K
|
1.17K
$23.9K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
46+ 30.67% |
$2.34K - $3.36K
|
196
$4.02K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
40+ 2.07% |
$2.04K - $2.92K
|
1.97K
$40.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
37+ 0.92% |
$1.88K - $2.7K
|
4.07K
$83.5K
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
35+ 15.42% |
$1.78K - $2.55K
|
262
$5.38K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
23+ 0.61% |
$1.17K - $1.68K
|
3.78K
$77.7K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15New |
$764 - $1.09K
|
15
$308
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
15New |
$764 - $1.09K
|
15
$308
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12New |
$611 - $876
|
12
$246
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
10+ 37.04% |
$509 - $730
|
37
$760
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 5.41% |
$407 - $584
|
156
$3.2K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7+ 0.31% |
$357 - $511
|
2.24K
$46K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4+ 0.73% |
$204 - $292
|
552
$11.3K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.75% |
$204 - $292
|
534
$11K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.4% |
$50.9 - $73
|
249
$5.11K
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.66% |
$50.9 - $73
|
152
$3.12K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1Closed |
$50.9 - $73
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 1.96% |
$50.9 - $73
|
50
$1.03K
|