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 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 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
356+ 0.39% |
$30.7K - $41.8K
|
90.5K
$10.9M
|
|
|
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
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
320+ 0.19% |
$27.6K - $37.6K
|
168K
$20.2M
|
|
|
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 14, 2025
Q2 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-16- 0.04% |
$1.38K - $1.88K
|
39.5K
$4.75M
|
|
|
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
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-48- 0.49% |
$4.14K - $5.64K
|
9.8K
$1.18M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.87% |
$4.31K - $5.87K
|
1.24K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-53- 2.17% |
$4.57K - $6.22K
|
2.38K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-67- 1.61% |
$5.78K - $7.87K
|
4.08K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-79- 2.53% |
$6.81K - $9.28K
|
3.04K
$365K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-87- 0.6% |
$7.5K - $10.2K
|
14.5K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-133- 1.91% |
$11.5K - $15.6K
|
6.85K
$822K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-165- 0.52% |
$14.2K - $19.4K
|
31.7K
$3.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-171- 0.97% |
$14.7K - $20.1K
|
17.4K
$2.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-275- 3.64% |
$23.7K - $32.3K
|
7.27K
$874K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-286- 0.43% |
$24.7K - $33.6K
|
66K
$7.93M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 13.63% |
$37K - $50.4K
|
2.72K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-435- 6.44% |
$37.5K - $51.1K
|
6.32K
$759K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-611- 16.74% |
$52.7K - $71.8K
|
3.04K
$365K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-650- 3.85% |
$56.1K - $76.3K
|
16.2K
$1.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-684- 1.7% |
$59K - $80.3K
|
39.6K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-809- 6.17% |
$69.8K - $95K
|
12.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-911- 5.96% |
$78.6K - $107K
|
14.4K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.01K- 1.08% |
$86.8K - $118K
|
92.3K
$11.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.02K- 2.01% |
$88.1K - $120K
|
49.8K
$5.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.37K- 1.77% |
$118K - $161K
|
76K
$9.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.66K- 3.26% |
$143K - $195K
|
49.4K
$5.93M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.8K- 20.65% |
$155K - $212K
|
6.92K
$831K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.87K- 0.92% |
$161K - $219K
|
201K
$24.2M
|