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
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
47+ 0.27% |
$3.94K - $4.46K
|
17.8K
$1.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
37+ 1.08% |
$3.1K - $3.51K
|
3.47K
$368K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
21New |
$1.76K - $1.99K
|
21
$2.23K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
7+ 0.1% |
$587 - $664
|
6.97K
$739K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.1% |
$419 - $474
|
5.19K
$551K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$83.8 - $94.8
|
151
$16K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.34% |
$168 - $190
|
590
$62.6K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-10- 3.45% |
$838 - $948
|
280
$29.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25- 13.89% |
$2.1K - $2.37K
|
155
$16.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41- 9.36% |
$3.44K - $3.89K
|
397
$42.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-42- 10.07% |
$3.52K - $3.98K
|
375
$39.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-68- 0.33% |
$5.7K - $6.45K
|
20.8K
$2.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-91- 1.1% |
$7.63K - $8.63K
|
8.19K
$868K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-103- 0.19% |
$8.63K - $9.77K
|
53.6K
$5.68M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-113- 0.62% |
$9.47K - $10.7K
|
18.1K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-118- 0.58% |
$9.89K - $11.2K
|
20.1K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-120- 0.82% |
$10.1K - $11.4K
|
14.5K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-121- 2.88% |
$10.1K - $11.5K
|
4.08K
$433K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-150- 0.87% |
$12.6K - $14.2K
|
17.1K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-305- 1.46% |
$25.6K - $28.9K
|
20.6K
$2.19M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-312- 0.6% |
$26.2K - $29.6K
|
51.7K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-318- 2.3% |
$26.7K - $30.2K
|
13.5K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-380- 13.41% |
$31.9K - $36K
|
2.45K
$260K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-383- 0.18% |
$32.1K - $36.3K
|
215K
$22.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-405- 1.22% |
$34K - $38.4K
|
32.7K
$3.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-502- 0.92% |
$42.1K - $47.6K
|
53.8K
$5.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-603- 18.96% |
$50.5K - $57.2K
|
2.58K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-727- 1.71% |
$60.9K - $68.9K
|
41.7K
$4.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-750- 5.6% |
$62.9K - $71.1K
|
12.6K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-794- 2.43% |
$66.6K - $75.3K
|
31.8K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-805- 9.55% |
$67.5K - $76.3K
|
7.62K
$808K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.3K- 26.41% |
$109K - $123K
|
3.62K
$384K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.4K- 32.0% |
$117K - $133K
|
2.98K
$316K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.53K- 13.25% |
$128K - $145K
|
10K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.7K- 59.61% |
$142K - $161K
|
1.15K
$122K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.07K- 5.69% |
$173K - $196K
|
34.2K
$3.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.2K- 2.36% |
$185K - $209K
|
91.3K
$9.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.27K- 2.01% |
$191K - $216K
|
111K
$11.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.36K- 1.38% |
$198K - $224K
|
168K
$17.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.47K- 23.2% |
$207K - $234K
|
8.16K
$866K
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.81K- 11.29% |
$235K - $266K
|
22K
$2.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-3.18K- 4.26% |
$267K - $302K
|
71.6K
$7.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.64K- 3.3% |
$305K - $345K
|
107K
$11.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.29K- 51.62% |
$360K - $407K
|
4.02K
$427K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.65K- 4.35% |
$390K - $441K
|
102K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.02K- 5.74% |
$420K - $476K
|
82.4K
$8.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6KClosed |
$503K - $569K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.78K- 4.94% |
$568K - $643K
|
130K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.38K- 2.09% |
$703K - $795K
|
392K
$41.6M
|