Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PWV)

PWV Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q1 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
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
155K
New
$6.76M - $7.47M
155K $8.98M
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
82.8K
New
$3.6M - $3.98M
82.8K $4.79M
Apr 12, 2023 Q1 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
48.1K
+ 16.47%
$2.09M - $2.31M
340K $19.7M
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
28.5K
New
$1.24M - $1.37M
28.5K $1.65M
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
22.7K
+ 4.52%
$988K - $1.09M
525K $30.4M
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
21.1K
+ 24.48%
$916K - $1.01M
107K $6.19M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
13.3K
New
$579K - $639K
13.3K $769K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
12.6K
+ 1.97%
$550K - $607K
653K $37.8M
May 12, 2023 Q1 2023
Natixis

Paris, I0
BUY
 -
10.6K
+ 55.66%
$462K - $510K
29.7K $1.72M
May 12, 2023 Q1 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
9.8K
New
$426K - $471K
9.8K $567K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
5.07K
New
$220K - $244K
5.07K $293K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
4.94K
New
$215K - $237K
4.94K $286K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
4.77K
New
$208K - $229K
4.77K $276K
May 15, 2023 Q1 2023
Retirement Investment Advisors, Inc.

Oklahoma City, OK
BUY
 -
4.45K
+ 33.99%
$193K - $214K
17.5K $1.01M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
4.05K
+ 5.48%
$176K - $195K
78K $4.51M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
3.75K
+ 3.96%
$163K - $180K
98.5K $5.7M
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
2.5K
+ 877.19%
$109K - $120K
2.79K $161K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
1.5K
+ 1.54%
$65.4K - $72.2K
99.2K $5.74M
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
1.4K
+ 126.81%
$60.9K - $67.3K
2.5K $145K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.3K
+ 13.16%
$56.5K - $62.4K
11.2K $646K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
509
+ 0.55%
$22.1K - $24.5K
92.9K $5.37M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
500
+ 58.82%
$21.8K - $24K
1.35K $78.1K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
458
+ 6.49%
$19.9K - $22K
7.52K $435K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
445
New
$19.4K - $21.4K
445 $25.7K
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
BUY
 -
410
+ 7.43%
$17.8K - $19.7K
5.93K $343K
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
407
+ 4.1%
$17.7K - $19.6K
10.3K $598K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
350
New
$15.2K - $16.8K
350 $20.2K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
350
+ 33.33%
$15.2K - $16.8K
1.4K $81K
May 05, 2023 Q1 2023
Horizon Family Wealth, Inc.

BUY
 -
281
+ 0.58%
$12.2K - $13.5K
49K $2.84M
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
239
+ 1.76%
$10.4K - $11.5K
13.9K $801K
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
204
+ 2.01%
$8.88K - $9.81K
10.3K $598K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
204
New
$8.88K - $9.81K
204 $11.8K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
181
New
$7.88K - $8.7K
181 $10.5K
May 15, 2023 Q1 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
178
+ 0.65%
$7.74K - $8.56K
27.4K $1.58M
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
121
New
$5.26K - $5.82K
121 $7K
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
105
+ 0.15%
$4.57K - $5.05K
69K $3.99M
Jul 20, 2023 Q1 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
53
+ 0.57%
$2.31K - $2.55K
9.29K $537K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
46
+ 0.47%
$2K - $2.21K
9.8K $567K
Apr 13, 2023 Q1 2023
Focused Wealth Management, Inc

BUY
 -
9
+ 0.54%
$392 - $433
1.68K $97.1K
Jan 09, 2024 Q1 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
1
+ 0.02%
$43.5 - $48.1
5.93K $343K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

SELL
 -
-7
- 0.65%
$305 - $336
1.08K $62.2K
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-130
- 0.34%
$5.66K - $6.25K
37.9K $2.19M
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-145
- 1.69%
$6.31K - $6.97K
8.45K $488K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-150
- 5.9%
$6.53K - $7.21K
2.39K $138K
Apr 18, 2023 Q1 2023
Activest Wealth Management

SELL
 -
-159
- 51.46%
$6.92K - $7.64K
150 $8.68K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-185
- 0.81%
$8.05K - $8.89K
22.8K $1.32M
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
SELL
 -
-197
- 1.87%
$8.57K - $9.47K
10.3K $597K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-204
- 1.97%
$8.88K - $9.81K
10.1K $586K

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