Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
25+ 1250.0% |
$1.72K - $2.39K
|
27
$554
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
24+ 0.05% |
$1.65K - $2.29K
|
45.3K
$929K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
24+ 0.78% |
$1.65K - $2.29K
|
3.08K
$63.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$1.38K - $1.91K
|
20
$411
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
20+ 20.0% |
$1.38K - $1.91K
|
120
$2.46K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
17+ 0.56% |
$1.17K - $1.62K
|
3.08K
$63.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
17+ 0.56% |
$1.17K - $1.62K
|
3.08K
$63.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.77% |
$1.17K - $1.62K
|
2.24K
$45.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14+ 0.35% |
$964 - $1.34K
|
4.03K
$82.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
10+ 0.26% |
$689 - $956
|
3.92K
$80.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
10New |
$689 - $956
|
10
$205
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
7+ 0.6% |
$482 - $669
|
1.18K
$24.2K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3New |
$207 - $287
|
3
$61.6
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
2+ 0.46% |
$138 - $191
|
441
$9.05K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 2.0% |
$68.9 - $95.6
|
51
$1.05K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-11- 28.21% |
$758 - $1.05K
|
28
$575
|
|
|
Feb 03, 2022
Q4 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-12- 0.05% |
$826 - $1.15K
|
24.4K
$500K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-17Closed |
$1.17K - $1.62K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-19- 95.0% |
$1.31K - $1.82K
|
1
$20.5
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 50.0% |
$2.96K - $4.11K
|
43
$883
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-44- 1.16% |
$3.03K - $4.2K
|
3.76K
$77.2K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-51- 77.27% |
$3.51K - $4.87K
|
15
$308
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-60Closed |
$4.13K - $5.73K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-76Closed |
$5.23K - $7.26K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-78Closed |
$5.37K - $7.45K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-100Closed |
$6.89K - $9.56K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-100Closed |
$6.89K - $9.56K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-102- 16.14% |
$7.02K - $9.75K
|
530
$10.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-115- 26.38% |
$7.92K - $11K
|
321
$6.59K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-120- 7.97% |
$8.26K - $11.5K
|
1.39K
$28.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 4.17% |
$8.61K - $11.9K
|
2.88K
$59K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-125- 6.51% |
$8.61K - $11.9K
|
1.8K
$36.9K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-135- 0.92% |
$9.3K - $12.9K
|
14.6K
$300K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-149- 5.02% |
$10.3K - $14.2K
|
2.82K
$57.9K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-165- 1.65% |
$11.4K - $15.8K
|
9.86K
$202K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-254- 33.29% |
$17.5K - $24.3K
|
509
$10.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-260- 2.53% |
$17.9K - $24.8K
|
10K
$206K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-260Closed |
$17.9K - $24.8K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-300Closed |
$20.7K - $28.7K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-300- 3.27% |
$20.7K - $28.7K
|
8.87K
$182K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
SELL
|
- |
-302Closed |
$20.8K - $28.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-305Closed |
$21K - $29.1K
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-310Closed |
$21.3K - $29.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-374Closed |
$25.8K - $35.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-408- 9.72% |
$28.1K - $39K
|
3.79K
$77.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-511- 22.28% |
$35.2K - $48.8K
|
1.78K
$36.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-512- 13.31% |
$35.3K - $48.9K
|
3.33K
$68.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-583- 10.31% |
$40.2K - $55.7K
|
5.07K
$104K
|