Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22- 0.02% |
$1.1K - $1.25K
|
130K
$7.69M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-72- 0.43% |
$3.6K - $4.08K
|
16.8K
$993K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-87- 0.54% |
$4.35K - $4.93K
|
16K
$947K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-128- 2.27% |
$6.41K - $7.26K
|
5.52K
$327K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-139- 0.89% |
$6.96K - $7.88K
|
15.4K
$912K
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-145- 3.17% |
$7.26K - $8.22K
|
4.43K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-152- 99.35% |
$7.61K - $8.62K
|
1
$59.2
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-236- 2.29% |
$11.8K - $13.4K
|
10.1K
$597K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-275- 2.41% |
$13.8K - $15.6K
|
11.2K
$660K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-280- 3.6% |
$14K - $15.9K
|
7.5K
$444K
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-407- 0.32% |
$20.4K - $23.1K
|
125K
$7.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-457- 1.54% |
$22.9K - $25.9K
|
29.3K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-535- 1.33% |
$26.8K - $30.3K
|
39.7K
$2.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-583- 5.14% |
$29.2K - $33K
|
10.8K
$636K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-614- 13.98% |
$30.7K - $34.8K
|
3.78K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-719- 3.77% |
$36K - $40.8K
|
18.4K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-879- 14.04% |
$44K - $49.8K
|
5.38K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-977- 4.7% |
$48.9K - $55.4K
|
19.8K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.27K- 0.86% |
$63.4K - $71.8K
|
146K
$8.61M
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.52K- 18.8% |
$75.9K - $85.9K
|
6.55K
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.53K- 16.86% |
$76.4K - $86.6K
|
7.53K
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.68K- 5.6% |
$83.9K - $95K
|
28.2K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.87K- 1.27% |
$93.3K - $106K
|
145K
$8.57M
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.92K- 9.71% |
$96.2K - $109K
|
17.9K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-2.17K- 7.81% |
$108K - $123K
|
25.6K
$1.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.29K- 20.66% |
$114K - $130K
|
8.78K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.92K- 49.3% |
$146K - $166K
|
3.01K
$178K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-3.36K- 28.7% |
$168K - $190K
|
8.34K
$493K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.33K- 2.9% |
$217K - $245K
|
145K
$8.57M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.48K- 4.91% |
$224K - $254K
|
86.8K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.83K- 25.9% |
$342K - $387K
|
19.6K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.87K- 20.55% |
$344K - $390K
|
26.6K
$1.57M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8.5K- 97.71% |
$425K - $482K
|
199
$11.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.46K- 33.93% |
$473K - $536K
|
18.4K
$1.09M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-10.5K- 36.67% |
$526K - $596K
|
18.2K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.2K- 24.97% |
$660K - $748K
|
39.7K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.1K- 75.68% |
$808K - $915K
|
5.19K
$307K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-18.3K- 12.68% |
$915K - $1.04M
|
126K
$7.45M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-21.2K- 4.06% |
$1.06M - $1.2M
|
502K
$29.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-129K- 60.35% |
$6.48M - $7.33M
|
85K
$5.03M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 5.62% |
$9.78M - $11.1M
|
3.28M
$194M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-195K- 5.62% |
$9.78M - $11.1M
|
3.28M
$194M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-214K- 54.7% |
$10.7M - $12.1M
|
177K
$10.5M
|