Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
99+ 0.02% |
$5.38K - $5.84K
|
502K
$29M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
25+ 0.68% |
$1.36K - $1.48K
|
3.7K
$214K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
24+ 0.12% |
$1.3K - $1.42K
|
20.6K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.11% |
$1.09K - $1.18K
|
18.5K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10+ 0.12% |
$543 - $590
|
8.09K
$468K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
9+ 0.1% |
$489 - $531
|
8.91K
$515K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.15% |
$380 - $413
|
4.61K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.04% |
$326 - $354
|
14.7K
$848K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
3+ 0.45% |
$163 - $177
|
671
$38.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.04% |
$109 - $118
|
5.38K
$311K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2+ 0.76% |
$109 - $118
|
264
$15.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5- 0.07% |
$272 - $295
|
7.48K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27- 0.13% |
$1.47K - $1.59K
|
20.2K
$1.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-28- 0.11% |
$1.52K - $1.65K
|
25.7K
$1.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-35- 1.89% |
$1.9K - $2.07K
|
1.81K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-86- 1.22% |
$4.67K - $5.07K
|
6.95K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-95- 0.36% |
$5.16K - $5.61K
|
26.5K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96- 0.72% |
$5.22K - $5.66K
|
13.3K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-99- 2.68% |
$5.38K - $5.84K
|
3.6K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-132- 0.5% |
$7.17K - $7.79K
|
26.3K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-145- 1.07% |
$7.88K - $8.56K
|
13.4K
$773K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-218- 2.93% |
$11.8K - $12.9K
|
7.23K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-244- 1.15% |
$13.3K - $14.4K
|
20.9K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-300- 1.65% |
$16.3K - $17.7K
|
17.9K
$1.03M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-328- 1.79% |
$17.8K - $19.4K
|
18K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-367- 18.37% |
$19.9K - $21.7K
|
1.63K
$94.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-396- 1.6% |
$21.5K - $23.4K
|
24.3K
$1.41M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-412- 2.21% |
$22.4K - $24.3K
|
18.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-598- 4.53% |
$32.5K - $35.3K
|
12.6K
$729K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-602- 5.66% |
$32.7K - $35.5K
|
10K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-702- 1.84% |
$38.1K - $41.4K
|
37.5K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-878- 2.35% |
$47.7K - $51.8K
|
36.5K
$2.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-941- 9.5% |
$51.1K - $55.5K
|
8.96K
$518K
|
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-1.21K- 21.27% |
$65.6K - $71.2K
|
4.47K
$258K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.24K- 11.93% |
$67.3K - $73.1K
|
9.14K
$529K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.54K- 12.3% |
$138K - $150K
|
18.1K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3K- 2.57% |
$163K - $177K
|
114K
$6.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-3.05K- 18.44% |
$166K - $180K
|
13.5K
$780K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.63K- 3.15% |
$360K - $391K
|
203K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.5K- 8.63% |
$677K - $735K
|
132K
$7.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.8K- 28.23% |
$752K - $816K
|
35.2K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-21.8K- 15.22% |
$1.19M - $1.29M
|
122K
$7.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-37.3K- 35.07% |
$2.03M - $2.2M
|
69K
$3.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-46.3K- 35.14% |
$2.52M - $2.73M
|
85.5K
$4.95M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-89.3K- 27.38% |
$4.85M - $5.27M
|
237K
$13.7M
|