Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q4 2023. 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, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
215K+ 7151.58% |
$14.1M - $16.7M
|
218K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 24.96% |
$9.86M - $11.7M
|
754K
$76.2M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113KNew |
$7.39M - $8.78M
|
113K
$11.4M
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
52.1KNew |
$3.41M - $4.06M
|
52.1K
$5.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50.3K+ 1421.76% |
$3.3M - $3.92M
|
53.9K
$5.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
49KNew |
$3.21M - $3.81M
|
49K
$4.95M
|
|
|
Feb 05, 2024
Q4 2023
|
Win Advisors, Inc
|
BUY
|
- |
40.8KNew |
$2.67M - $3.17M
|
40.8K
$4.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
22.5KNew |
$1.47M - $1.75M
|
22.5K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
17.7KNew |
$1.16M - $1.38M
|
17.7K
$1.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.4KNew |
$1.01M - $1.2M
|
15.4K
$1.56M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.2K+ 1.69% |
$797K - $947K
|
733K
$74.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
11.4KNew |
$749K - $890K
|
11.4K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3K+ 16.97% |
$741K - $881K
|
78K
$7.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.62K+ 18.55% |
$564K - $671K
|
55.1K
$5.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.6KNew |
$563K - $669K
|
8.6K
$869K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.93KNew |
$389K - $462K
|
5.93K
$600K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.9K+ 1.73% |
$387K - $459K
|
347K
$35.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.75K+ 91.64% |
$377K - $448K
|
12K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.72K+ 1.53% |
$375K - $445K
|
379K
$38.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.7K+ 0.78% |
$373K - $443K
|
733K
$74.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.62K+ 10.89% |
$368K - $437K
|
57.2K
$5.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.96K+ 128.21% |
$325K - $386K
|
8.83K
$893K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.66KNew |
$240K - $285K
|
3.66K
$370K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.55KNew |
$233K - $277K
|
3.55K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.22K+ 8.13% |
$211K - $250K
|
42.8K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.16K+ 8.15% |
$207K - $246K
|
42K
$4.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.02KNew |
$197K - $235K
|
3.02K
$305K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.97KNew |
$195K - $231K
|
2.97K
$300K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.95KNew |
$193K - $230K
|
2.95K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
2.93KNew |
$192K - $228K
|
2.93K
$296K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$183K - $218K
|
2.8K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
2.76KNew |
$181K - $215K
|
2.76K
$279K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.64K+ 21.79% |
$173K - $205K
|
14.7K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.9KNew |
$124K - $148K
|
1.9K
$192K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.71K+ 37.09% |
$112K - $133K
|
6.32K
$639K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.28KNew |
$83.5K - $99.2K
|
1.28K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.2K+ 1.06% |
$78.5K - $93.3K
|
114K
$11.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.15KNew |
$75.3K - $89.5K
|
1.15K
$116K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
906+ 13.04% |
$59.3K - $70.5K
|
7.86K
$794K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
821+ 11.24% |
$53.8K - $63.9K
|
8.13K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
669+ 7.67% |
$43.8K - $52.1K
|
9.39K
$949K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
640New |
$41.9K - $49.8K
|
640
$64.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
464+ 6.03% |
$30.4K - $36.1K
|
8.16K
$824K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
425+ 5.36% |
$27.8K - $33.1K
|
8.36K
$845K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
417New |
$27.3K - $32.5K
|
417
$42.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
362+ 0.4% |
$23.7K - $28.2K
|
90.4K
$9.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
348+ 2.58% |
$22.8K - $27.1K
|
13.9K
$1.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
293+ 0.39% |
$19.2K - $22.8K
|
75.7K
$7.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
287+ 1.61% |
$18.8K - $22.3K
|
18.1K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
230+ 127.78% |
$15.1K - $17.9K
|
410
$41.4K
|