Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 21, 2023
Q2 2023
|
John G Ullman & Associates Inc
|
BUY
|
- |
69.7KNew |
$2.37M - $2.85M
|
69.7K
$1.42M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.7KNew |
$908K - $1.09M
|
26.7K
$542K
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
23.4KNew |
$797K - $957K
|
23.4K
$476K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18K+ 59.78% |
$612K - $734K
|
48K
$977K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
16.2K+ 331.99% |
$552K - $663K
|
21.1K
$429K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
13.5K+ 100.22% |
$458K - $550K
|
26.9K
$547K
|
|
Jul 27, 2023
Q2 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
11.8K+ 45.46% |
$401K - $482K
|
37.7K
$767K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.8K+ 4.33% |
$367K - $441K
|
260K
$5.28M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5KNew |
$359K - $431K
|
10.5K
$214K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.21K+ 10.66% |
$279K - $335K
|
85.2K
$1.73M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.5K+ 10.03% |
$255K - $306K
|
82.3K
$1.67M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.45KNew |
$253K - $304K
|
7.45K
$151K
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.93K+ 37.31% |
$202K - $242K
|
21.8K
$444K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.87K+ 55.63% |
$200K - $240K
|
16.4K
$334K
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
5.44KNew |
$185K - $222K
|
5.44K
$111K
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
5.18KNew |
$176K - $212K
|
5.18K
$105K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.38K+ 4.54% |
$149K - $179K
|
101K
$2.05M
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.83K+ 19.82% |
$96.1K - $115K
|
17.1K
$347K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.63K+ 6.47% |
$89.6K - $108K
|
43.3K
$881K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.87K+ 71.77% |
$63.6K - $76.4K
|
4.47K
$90.9K
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
BUY
|
- |
1.86K+ 13.16% |
$63.3K - $76K
|
16K
$325K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.67K+ 27.56% |
$56.9K - $68.3K
|
7.74K
$157K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.53K+ 3.64% |
$52.1K - $62.6K
|
43.6K
$886K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.29K+ 7.69% |
$43.8K - $52.5K
|
18K
$366K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 11.11% |
$34.6K - $41.6K
|
10.2K
$207K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.01K+ 73.04% |
$34.3K - $41.2K
|
2.39K
$48.5K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
866+ 12.74% |
$29.5K - $35.4K
|
7.67K
$156K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
530+ 7.04% |
$18K - $21.7K
|
8.06K
$164K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
480+ 4.75% |
$16.3K - $19.6K
|
10.6K
$215K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
456+ 1.36% |
$15.5K - $18.6K
|
33.9K
$689K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
385+ 116.67% |
$13.1K - $15.7K
|
715
$14.5K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
268+ 1.93% |
$9.12K - $11K
|
14.2K
$288K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
220New |
$7.49K - $8.99K
|
220
$4.47K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
200New |
$6.81K - $8.17K
|
200
$4.07K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
198+ 12.98% |
$6.74K - $8.09K
|
1.72K
$35K
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
198New |
$6.74K - $8.09K
|
198
$4.03K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
193+ 3.09% |
$6.57K - $7.89K
|
6.44K
$131K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
169+ 1.82% |
$5.75K - $6.91K
|
9.47K
$192K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
164+ 2.19% |
$5.58K - $6.7K
|
7.66K
$156K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
163+ 35.9% |
$5.55K - $6.66K
|
617
$12.5K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
101+ 2.31% |
$3.44K - $4.13K
|
4.47K
$91K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
74+ 1.01% |
$2.52K - $3.02K
|
7.37K
$150K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
61+ 141.86% |
$2.08K - $2.49K
|
104
$2.11K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
54+ 100.0% |
$1.84K - $2.21K
|
108
$2.2K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42+ 0.24% |
$1.43K - $1.72K
|
17.8K
$362K
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
BUY
|
- |
28+ 0.37% |
$953 - $1.14K
|
7.54K
$153K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
27New |
$919 - $1.1K
|
27
$549
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
27New |
$919 - $1.1K
|
27
$549
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
23+ 0.58% |
$783 - $940
|
3.96K
$80.4K
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
8+ 0.61% |
$272 - $327
|
1.33K
$27K
|