Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
427K+ 125.7% |
$18.7M - $19.9M
|
767K
$45.4M
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
126KNew |
$5.49M - $5.86M
|
126K
$7.43M
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
39.5KNew |
$1.73M - $1.84M
|
39.5K
$2.34M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.5K+ 170.45% |
$1.07M - $1.14M
|
38.9K
$2.3M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.4K+ 0.67% |
$1.07M - $1.14M
|
3.67M
$217M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.2K+ 3.55% |
$1.01M - $1.08M
|
676K
$40M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 11.95% |
$740K - $790K
|
159K
$9.39M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.9KNew |
$737K - $787K
|
16.9K
$999K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.9KNew |
$737K - $787K
|
16.9K
$999K
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
8.49K+ 4.27% |
$371K - $396K
|
207K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
5.83KNew |
$254K - $272K
|
5.83K
$345K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
4.73K+ 16.57% |
$206K - $220K
|
33.2K
$1.97M
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
4.29KNew |
$187K - $200K
|
4.29K
$254K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.13K+ 0.79% |
$180K - $192K
|
525K
$31.1M
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4K+ 40.79% |
$175K - $186K
|
13.8K
$816K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.15K+ 34.21% |
$138K - $147K
|
12.4K
$732K
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.05K+ 3.07% |
$133K - $142K
|
102K
$6.05M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.79K+ 20.12% |
$122K - $130K
|
16.6K
$985K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.18K+ 20.17% |
$95.2K - $102K
|
13K
$768K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.49K+ 129.91% |
$65.2K - $69.7K
|
2.64K
$156K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.35K+ 20.32% |
$59.1K - $63.1K
|
8.02K
$474K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.04K+ 1.12% |
$45.3K - $48.4K
|
93.9K
$5.55M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
797New |
$34.8K - $37.2K
|
797
$47.2K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
487+ 14.47% |
$21.3K - $22.7K
|
3.85K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
475+ 2.71% |
$20.7K - $22.1K
|
18K
$1.06M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
433New |
$18.9K - $20.2K
|
433
$25.6K
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
333+ 0.68% |
$14.5K - $15.5K
|
49.4K
$2.92M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
324+ 8.55% |
$14.1K - $15.1K
|
4.11K
$243K
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
292New |
$12.8K - $13.6K
|
292
$17.3K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
197+ 0.52% |
$8.6K - $9.19K
|
38.1K
$2.25M
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
172+ 0.58% |
$7.51K - $8.02K
|
29.9K
$1.77M
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
166+ 0.13% |
$7.25K - $7.74K
|
126K
$7.43M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
137+ 61.71% |
$5.98K - $6.39K
|
359
$21.2K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
97+ 0.23% |
$4.24K - $4.52K
|
41.6K
$2.46M
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
64+ 0.69% |
$2.79K - $2.98K
|
9.35K
$553K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
34New |
$1.48K - $1.59K
|
34
$2.01K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
17+ 0.12% |
$742 - $793
|
14.7K
$868K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 0.71% |
$524 - $560
|
1.69K
$100K
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
5+ 0.11% |
$218 - $233
|
4.58K
$271K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$87.3 - $93.3
|
5.93K
$351K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-6- 0.03% |
$262 - $280
|
21.7K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-10- 0.08% |
$437 - $466
|
13.3K
$786K
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-36- 0.79% |
$1.57K - $1.68K
|
4.51K
$267K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-48- 0.38% |
$2.1K - $2.24K
|
12.7K
$754K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-154- 37.47% |
$6.73K - $7.18K
|
257
$15.2K
|
|
Jul 20, 2023
Q2 2023
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-178- 0.72% |
$7.77K - $8.3K
|
24.4K
$1.44M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-203- 2.0% |
$8.87K - $9.47K
|
9.93K
$588K
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-261- 3.19% |
$11.4K - $12.2K
|
7.93K
$469K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-261- 0.86% |
$11.4K - $12.2K
|
30.1K
$1.78M
|