Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
160K+ 20.42% |
$11.7M - $13.2M
|
945K
$100M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
92.1KNew |
$6.74M - $7.57M
|
92.1K
$9.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
38.9KNew |
$2.85M - $3.2M
|
38.9K
$4.13M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
36.5KNew |
$2.67M - $3M
|
36.5K
$3.87M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
31.1KNew |
$2.28M - $2.56M
|
31.1K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
22.6KNew |
$1.65M - $1.86M
|
22.6K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.2K+ 3082.67% |
$1.18M - $1.33M
|
16.7K
$1.77M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
10KNew |
$732K - $821K
|
10K
$1.06M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.99K+ 108.72% |
$731K - $820K
|
19.2K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.94K+ 7.66% |
$508K - $570K
|
97.5K
$10.3M
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
6.94KNew |
$508K - $570K
|
6.94K
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.12K+ 24.82% |
$375K - $421K
|
25.8K
$2.73M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.74K+ 2.58% |
$347K - $389K
|
188K
$20M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.59KNew |
$336K - $377K
|
4.59K
$486K
|
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.85KNew |
$282K - $316K
|
3.85K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.75K+ 37.25% |
$275K - $308K
|
13.8K
$1.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.75K+ 1.03% |
$274K - $308K
|
369K
$39.1M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.17K+ 16.29% |
$232K - $260K
|
22.6K
$2.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
3.1K+ 2.18% |
$227K - $254K
|
145K
$15.4M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.05KNew |
$223K - $250K
|
3.05K
$324K
|
|
|
Jan 21, 2022
Q4 2021
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.94KNew |
$215K - $241K
|
2.94K
$311K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
2.9KNew |
$212K - $238K
|
2.9K
$308K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.88K+ 0.76% |
$211K - $237K
|
380K
$40.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$205K - $230K
|
2.8K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.5KNew |
$183K - $205K
|
2.5K
$265K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.26K+ 7.4% |
$166K - $186K
|
32.8K
$3.48M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.13K+ 4.63% |
$156K - $175K
|
48.2K
$5.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.44K+ 25.87% |
$105K - $118K
|
7K
$742K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26KNew |
$92.5K - $104K
|
1.26K
$134K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.26K+ 26.61% |
$91.9K - $103K
|
5.97K
$634K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.14K+ 5.76% |
$83.3K - $93.5K
|
20.9K
$2.22M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
991+ 0.66% |
$72.5K - $81.4K
|
151K
$16M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
715New |
$52.3K - $58.7K
|
715
$75.9K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
711New |
$52K - $58.4K
|
711
$75.4K
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
685+ 5.88% |
$50.1K - $56.3K
|
12.3K
$1.31M
|
|
|
Jan 27, 2022
Q4 2021
|
Investors Research Corp
|
BUY
|
- |
666+ 34.63% |
$48.8K - $54.7K
|
2.59K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
646New |
$47.3K - $53K
|
646
$68.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
394+ 3.03% |
$28.8K - $32.4K
|
13.4K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
370+ 4.05% |
$27.1K - $30.4K
|
9.52K
$1.01M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
330+ 22.19% |
$24.2K - $27.1K
|
1.82K
$193K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
262+ 3.27% |
$19.2K - $21.5K
|
8.27K
$877K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
205New |
$15K - $16.8K
|
205
$21.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
200New |
$14.6K - $16.4K
|
200
$21.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
196+ 0.69% |
$14.3K - $16.1K
|
28.7K
$3.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
170+ 0.8% |
$12.4K - $14K
|
21.4K
$2.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
159+ 2.31% |
$11.6K - $13.1K
|
7.03K
$746K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47+ 8.17% |
$3.44K - $3.86K
|
622
$66K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
9+ 2.25% |
$659 - $739
|
409
$43.4K
|
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.22% |
$73.2 - $82.1
|
451
$47.8K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-40- 1.94% |
$2.93K - $3.28K
|
2.02K
$215K
|