Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.7% |
$85.2 - $116
|
576
$11.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.7% |
$85.2 - $116
|
575
$11.8K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
4+ 0.7% |
$85.2 - $116
|
577
$11.8K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
3+ 0.7% |
$63.9 - $86.7
|
434
$8.91K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
2+ 1.08% |
$42.6 - $57.8
|
187
$3.84K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.47% |
$21.3 - $28.9
|
69
$1.42K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$21.3 - $28.9
|
258
$5.3K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$21.3 - $28.9
|
9.21K
$189K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$21.3 - $28.9
|
348
$7.14K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-18- 1.64% |
$383 - $520
|
1.08K
$22.2K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 0.51% |
$469 - $636
|
4.32K
$88.8K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-25- 0.17% |
$533 - $723
|
14.6K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-39- 0.36% |
$831 - $1.13K
|
10.8K
$223K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-133- 50.0% |
$2.83K - $3.84K
|
133
$2.73K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-145- 10.8% |
$3.09K - $4.19K
|
1.2K
$24.6K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-152- 16.63% |
$3.24K - $4.39K
|
762
$15.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-220- 41.12% |
$4.69K - $6.36K
|
315
$6.47K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-290- 60.42% |
$6.18K - $8.38K
|
190
$3.9K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-303- 1.65% |
$6.45K - $8.76K
|
18.1K
$371K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-336- 65.88% |
$7.16K - $9.71K
|
174
$3.57K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-382- 80.93% |
$8.14K - $11K
|
90
$1.85K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-453- 10.91% |
$9.65K - $13.1K
|
3.7K
$75.9K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-631- 9.4% |
$13.4K - $18.2K
|
6.09K
$125K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-660Closed |
$14.1K - $19.1K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-666- 36.86% |
$14.2K - $19.2K
|
1.14K
$23.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 14.09% |
$35K - $47.5K
|
10K
$206K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.75K- 10.92% |
$37.3K - $50.6K
|
14.3K
$293K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.35K- 9.59% |
$49.9K - $67.8K
|
22.1K
$454K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.64K- 6.53% |
$56.2K - $76.3K
|
37.8K
$776K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.41K- 10.68% |
$72.7K - $98.7K
|
28.5K
$586K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.61K- 14.62% |
$76.9K - $104K
|
21.1K
$433K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.05K- 5.82% |
$86.3K - $117K
|
65.5K
$1.35M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.81K- 58.6% |
$102K - $139K
|
3.39K
$69.7K
|
|
|
May 10, 2024
Q1 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-6.44K- 63.04% |
$137K - $186K
|
3.77K
$77.4K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.23K- 18.75% |
$154K - $209K
|
31.3K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-8.36K- 19.47% |
$178K - $242K
|
34.6K
$710K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-10.5K- 49.24% |
$223K - $302K
|
10.8K
$222K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.3K- 34.2% |
$347K - $470K
|
31.3K
$643K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-16.9K- 25.67% |
$361K - $490K
|
49K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.7K- 32.25% |
$419K - $568K
|
41.3K
$848K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.6K- 34.18% |
$545K - $739K
|
49.2K
$1.01M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.1K- 3.5% |
$619K - $840K
|
800K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.8K- 79.54% |
$635K - $861K
|
7.67K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31.8K- 89.86% |
$677K - $919K
|
3.59K
$73.6K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.5K- 16.24% |
$692K - $939K
|
168K
$3.44M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-35.3K- 59.56% |
$753K - $1.02M
|
24K
$493K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-37.8K- 37.5% |
$806K - $1.09M
|
63.1K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.4K- 15.58% |
$861K - $1.17M
|
219K
$4.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-47.7K- 99.99% |
$1.02M - $1.38M
|
5
$103
|