Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
212KNew |
$17.8M - $20.1M
|
212K
$22.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
97.9KNew |
$8.21M - $9.29M
|
97.9K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
50.2KNew |
$4.21M - $4.76M
|
50.2K
$5.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.5K+ 4.86% |
$3.15M - $3.56M
|
810K
$86M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.2K+ 14.48% |
$2.03M - $2.3M
|
192K
$20.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
12.6K+ 14.84% |
$1.05M - $1.19M
|
97.2K
$10.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.6KNew |
$721K - $815K
|
8.6K
$912K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.59K+ 145.27% |
$553K - $625K
|
11.1K
$1.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
5.91KNew |
$495K - $560K
|
5.91K
$627K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
4.59KNew |
$385K - $435K
|
4.59K
$487K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.22KNew |
$354K - $400K
|
4.22K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.92K+ 1.04% |
$328K - $371K
|
381K
$40.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.64K+ 33.51% |
$305K - $345K
|
14.5K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.59K+ 0.5% |
$301K - $340K
|
721K
$76.5M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.59K+ 0.5% |
$301K - $340K
|
721K
$76.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.39K+ 4.81% |
$284K - $322K
|
73.9K
$7.84M
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.2KNew |
$268K - $303K
|
3.2K
$339K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.17K+ 62.05% |
$265K - $300K
|
8.27K
$877K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.87K+ 8.9% |
$240K - $272K
|
35K
$3.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.74K+ 4.72% |
$230K - $260K
|
60.9K
$6.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67K+ 2.76% |
$223K - $253K
|
99.1K
$10.5M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.51KNew |
$211K - $238K
|
2.51K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.25KNew |
$189K - $213K
|
2.25K
$239K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.72KNew |
$144K - $163K
|
1.72K
$182K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.71K+ 50.49% |
$143K - $162K
|
5.09K
$540K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.7K+ 160.08% |
$143K - $161K
|
2.76K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.45KNew |
$122K - $138K
|
1.45K
$154K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.29KNew |
$108K - $122K
|
1.29K
$137K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
845+ 15.92% |
$70.8K - $80.1K
|
6.15K
$653K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
735+ 9.73% |
$61.6K - $69.7K
|
8.29K
$879K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
722New |
$60.5K - $68.5K
|
722
$76.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
712New |
$59.7K - $67.5K
|
712
$75.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
700+ 6.46% |
$58.7K - $66.4K
|
11.5K
$1.22M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
671+ 4.36% |
$56.2K - $63.6K
|
16.1K
$1.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
640New |
$53.7K - $60.7K
|
640
$67.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
624+ 19.6% |
$52.3K - $59.2K
|
3.81K
$404K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
559+ 2.06% |
$46.9K - $53K
|
27.7K
$2.94M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
496+ 5.73% |
$41.6K - $47K
|
9.15K
$971K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
405+ 7.69% |
$34K - $38.4K
|
5.68K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
349+ 0.44% |
$29.3K - $33.1K
|
79.9K
$8.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
337+ 0.29% |
$28.3K - $32K
|
116K
$12.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
293+ 2.0% |
$24.6K - $27.8K
|
15K
$1.59M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
268+ 0.3% |
$22.5K - $25.4K
|
90.5K
$9.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
BUY
|
- |
250+ 11.05% |
$21K - $23.7K
|
2.51K
$266K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 0.66% |
$15.3K - $17.3K
|
27.6K
$2.93M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
165+ 4.2% |
$13.8K - $15.6K
|
4.1K
$435K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
144New |
$12.1K - $13.7K
|
144
$15.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
140+ 4.27% |
$11.7K - $13.3K
|
3.42K
$363K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
136+ 618.18% |
$11.4K - $12.9K
|
158
$16.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
85+ 1.38% |
$7.13K - $8.06K
|
6.24K
$662K
|