Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
180K+ 20.4% |
$15.6M - $21.2M
|
1.06M
$128M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
76.5KNew |
$6.6M - $8.99M
|
76.5K
$9.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64.8KNew |
$5.59M - $7.61M
|
64.8K
$7.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.1KNew |
$4.32M - $5.88M
|
50.1K
$6.02M
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
36.1KNew |
$3.11M - $4.24M
|
36.1K
$4.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.9K+ 84.41% |
$1.89M - $2.57M
|
47.8K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.3K+ 36.77% |
$1.15M - $1.56M
|
49.5K
$5.95M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 345.66% |
$1.14M - $1.56M
|
17.1K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.88KNew |
$766K - $1.04M
|
8.88K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.1KNew |
$698K - $951K
|
8.1K
$972K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
7.54KNew |
$650K - $885K
|
7.54K
$905K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
6.11K+ 29.35% |
$527K - $717K
|
26.9K
$3.23M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$519K - $707K
|
6.02K
$723K
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.92KNew |
$511K - $695K
|
5.92K
$711K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.03K+ 5.36% |
$348K - $474K
|
79.2K
$9.52M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$422K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$234K - $318K
|
2.71K
$326K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.28KNew |
$196K - $267K
|
2.28K
$274K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.13K+ 2.01% |
$184K - $250K
|
108K
$13M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.05KNew |
$177K - $241K
|
2.05K
$247K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.92KNew |
$165K - $225K
|
1.92K
$230K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$153K - $208K
|
1.78K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 69.28% |
$110K - $149K
|
3.11K
$373K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
1.12K+ 10.38% |
$96.9K - $132K
|
12K
$1.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.05K+ 13.74% |
$90.9K - $124K
|
8.72K
$1.05M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 80.0% |
$88K - $120K
|
2.3K
$276K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
766+ 396.89% |
$66.1K - $90K
|
959
$115K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
758+ 28.18% |
$65.4K - $89K
|
3.45K
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
350+ 0.4% |
$30.2K - $41.1K
|
87.9K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
336+ 7.54% |
$29K - $39.5K
|
4.79K
$575K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
286+ 10.15% |
$24.7K - $33.6K
|
3.11K
$373K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
284+ 2.76% |
$24.5K - $33.4K
|
10.6K
$1.27M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
190+ 0.52% |
$16.4K - $22.3K
|
36.5K
$4.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
185+ 2.55% |
$16K - $21.7K
|
7.45K
$894K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
183+ 3.69% |
$15.8K - $21.5K
|
5.15K
$618K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
125+ 2.51% |
$10.8K - $14.7K
|
5.11K
$613K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
100+ 0.97% |
$8.62K - $11.7K
|
10.4K
$1.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
92+ 0.19% |
$7.93K - $10.8K
|
48.8K
$5.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$3.88K - $5.28K
|
45
$5.41K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 1.36% |
$3.36K - $4.58K
|
2.9K
$348K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$2.07K - $2.82K
|
24
$2.88K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
20+ 0.54% |
$1.72K - $2.35K
|
3.75K
$450K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19+ 0.06% |
$1.64K - $2.23K
|
31.7K
$3.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8New |
$690 - $940
|
8
$961
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4New |
$345 - $470
|
4
$480
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Covenant Asset Management, LLC
|
SELL
|
- |
-3- 0.05% |
$259 - $352
|
6.03K
$725K
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-18- 0.05% |
$1.55K - $2.11K
|
39.7K
$4.77M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-30- 0.76% |
$2.59K - $3.52K
|
3.92K
$471K
|