Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q1 2025. 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 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2- 0.06% |
$189 - $221
|
3.08K
$370K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-3- 0.01% |
$284 - $332
|
20.6K
$2.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.02% |
$662 - $775
|
31.9K
$3.83M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-8- 0.11% |
$756 - $886
|
6.98K
$838K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-24- 0.91% |
$2.27K - $2.66K
|
2.61K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-25- 0.41% |
$2.36K - $2.77K
|
6.04K
$725K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35- 2.54% |
$3.31K - $3.87K
|
1.35K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.56% |
$6.99K - $8.19K
|
13.1K
$1.57M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-83- 1.96% |
$7.84K - $9.19K
|
4.15K
$498K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-105- 1.01% |
$9.92K - $11.6K
|
10.3K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 1.6% |
$10.4K - $12.2K
|
6.75K
$811K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-146- 3.56% |
$13.8K - $16.2K
|
3.95K
$475K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-186- 3.98% |
$17.6K - $20.6K
|
4.49K
$539K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.57% |
$18.9K - $22.1K
|
12.5K
$1.5M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 15.5% |
$18.9K - $22.1K
|
1.09K
$131K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-257- 57.24% |
$24.3K - $28.5K
|
192
$23.1K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-361- 0.9% |
$34.1K - $40K
|
39.8K
$4.78M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-364- 11.11% |
$34.4K - $40.3K
|
2.91K
$350K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-393- 1.22% |
$37.1K - $43.5K
|
31.7K
$3.81M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-439- 0.85% |
$41.5K - $48.6K
|
51.1K
$6.13M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-450- 10.04% |
$42.5K - $49.8K
|
4.03K
$484K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-469- 4.35% |
$44.3K - $51.9K
|
10.3K
$1.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
SELL
|
- |
-500- 17.86% |
$47.3K - $55.4K
|
2.3K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-507- 0.99% |
$47.9K - $56.1K
|
50.8K
$6.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-663- 22.32% |
$62.7K - $73.4K
|
2.31K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-676- 1.01% |
$63.9K - $74.8K
|
66.3K
$7.97M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-865- 2.45% |
$81.7K - $95.8K
|
34.4K
$4.13M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-962- 6.19% |
$90.9K - $107K
|
14.6K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.01K- 0.89% |
$95.4K - $112K
|
112K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.12K- 14.03% |
$106K - $124K
|
6.84K
$822K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 26.14% |
$125K - $146K
|
3.73K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.77K- 2.23% |
$167K - $195K
|
77.3K
$9.29M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.93K- 2.03% |
$183K - $214K
|
93.3K
$11.2M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.95K- 2.01% |
$184K - $216K
|
94.9K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.53K- 4.98% |
$239K - $280K
|
48.2K
$5.8M
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.62K- 6.69% |
$248K - $290K
|
36.6K
$4.39M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.94K- 2.8% |
$278K - $326K
|
102K
$12.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.28K- 1.59% |
$310K - $363K
|
203K
$24.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.57K- 13.95% |
$337K - $395K
|
22K
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.97K- 4.71% |
$469K - $550K
|
101K
$12.1M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.76K- 57.88% |
$544K - $637K
|
4.19K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.91K- 35.28% |
$747K - $876K
|
14.5K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.4K- 80.58% |
$982K - $1.15M
|
2.5K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-15K- 70.19% |
$1.41M - $1.66M
|
6.36K
$763K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-51.4K- 11.92% |
$4.86M - $5.69M
|
380K
$45.6M
|