Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
46+ 1.04% |
$2.6K - $2.8K
|
4.46K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
26+ 0.14% |
$1.47K - $1.58K
|
18.5K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
25+ 0.7% |
$1.41K - $1.52K
|
3.6K
$225K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
17+ 0.72% |
$962 - $1.04K
|
2.38K
$149K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14+ 0.17% |
$792 - $852
|
8.12K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
10+ 0.28% |
$566 - $609
|
3.62K
$226K
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 0.74% |
$283 - $304
|
680
$42.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.09% |
$226 - $244
|
4.36K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
3+ 0.71% |
$170 - $183
|
427
$26.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2+ 0.01% |
$113 - $122
|
14.6K
$914K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$113 - $122
|
5.39K
$337K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1+ 0.02% |
$56.6 - $60.9
|
4.53K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-34- 8.85% |
$1.92K - $2.07K
|
350
$21.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-41- 1.05% |
$2.32K - $2.5K
|
3.87K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-46- 0.6% |
$2.6K - $2.8K
|
7.59K
$475K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-69- 1.67% |
$3.9K - $4.2K
|
4.07K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-95- 5.82% |
$5.38K - $5.78K
|
1.54K
$96.1K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-100- 19.49% |
$5.66K - $6.09K
|
413
$25.8K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-101- 0.96% |
$5.71K - $6.15K
|
10.4K
$651K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-215- 4.66% |
$12.2K - $13.1K
|
4.4K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-219- 2.19% |
$12.4K - $13.3K
|
9.78K
$612K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-286- 8.39% |
$16.2K - $17.4K
|
3.12K
$195K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-327- 4.4% |
$18.5K - $19.9K
|
7.11K
$445K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-336- 0.9% |
$19K - $20.5K
|
36.9K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-395- 5.59% |
$22.3K - $24.1K
|
6.67K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-447- 0.3% |
$25.3K - $27.2K
|
148K
$9.25M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-448- 0.3% |
$25.3K - $27.3K
|
147K
$9.17M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-490- 0.44% |
$27.7K - $29.8K
|
110K
$6.88M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-493- 6.94% |
$27.9K - $30K
|
6.61K
$414K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-663- 86.33% |
$37.5K - $40.4K
|
105
$6.57K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-675- 5.63% |
$38.2K - $41.1K
|
11.3K
$708K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-689- 4.06% |
$39K - $42K
|
16.3K
$1.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-779- 0.71% |
$44.1K - $47.4K
|
108K
$6.78M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-781- 8.76% |
$44.2K - $47.6K
|
8.13K
$509K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-898- 8.65% |
$50.8K - $54.7K
|
9.48K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-920- 19.74% |
$52.1K - $56K
|
3.74K
$234K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.05K- 4.2% |
$59.5K - $64K
|
24K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.18K- 4.76% |
$66.9K - $72K
|
23.7K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.66K- 9.18% |
$93.6K - $101K
|
16.4K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.43K- 69.19% |
$137K - $148K
|
1.08K
$67.6K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.45K- 26.46% |
$138K - $149K
|
6.8K
$425K
|
|
|
Apr 24, 2025
Q1 2025
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.83K- 26.96% |
$160K - $172K
|
7.67K
$480K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-2.84K- 15.97% |
$161K - $173K
|
14.9K
$934K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-3.35K- 35.67% |
$190K - $204K
|
6.05K
$378K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.47K- 0.69% |
$196K - $211K
|
499K
$31.2M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.77K- 14.33% |
$213K - $230K
|
22.5K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.79K- 18.27% |
$214K - $230K
|
16.9K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.11K- 16.21% |
$233K - $250K
|
21.3K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-4.5K- 24.92% |
$255K - $274K
|
13.6K
$848K
|