Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
204+ 0.58% |
$8.6K - $10K
|
35.4K
$2.05M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
203+ 2.04% |
$8.56K - $9.99K
|
10.1K
$586K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
110+ 0.09% |
$4.64K - $5.41K
|
126K
$7.28M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
62+ 0.68% |
$2.62K - $3.05K
|
9.24K
$534K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44+ 0.05% |
$1.86K - $2.17K
|
92.7K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24+ 0.24% |
$1.01K - $1.18K
|
10.1K
$586K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23+ 13.07% |
$970 - $1.13K
|
199
$11.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.66% |
$464 - $541
|
1.67K
$96.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
10+ 0.07% |
$422 - $492
|
14.9K
$861K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
8+ 0.68% |
$337 - $394
|
1.18K
$68.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
6+ 0.02% |
$253 - $295
|
24.3K
$1.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2+ 0.06% |
$84.4 - $98.4
|
3.37K
$195K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$84.4 - $98.4
|
5.93K
$343K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27- 1.33% |
$1.14K - $1.33K
|
2K
$116K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-47- 0.39% |
$1.98K - $2.31K
|
12.1K
$701K
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-95- 8.07% |
$4.01K - $4.67K
|
1.08K
$62.6K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-100- 11.09% |
$4.22K - $4.92K
|
802
$46.4K
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-105- 0.15% |
$4.43K - $5.17K
|
68.9K
$3.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-159- 5.88% |
$6.71K - $7.82K
|
2.54K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-200- 0.23% |
$8.44K - $9.84K
|
87.6K
$5.07M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-234- 9.42% |
$9.87K - $11.5K
|
2.25K
$130K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-278- 2.77% |
$11.7K - $13.7K
|
9.76K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-357- 4.24% |
$15.1K - $17.6K
|
8.06K
$466K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-377- 1.32% |
$15.9K - $18.6K
|
28.1K
$1.63M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-461- 99.78% |
$19.4K - $22.7K
|
1
$57.8
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-480- 5.29% |
$20.2K - $23.6K
|
8.59K
$497K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-536- 3.79% |
$22.6K - $26.4K
|
13.6K
$788K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-654- 10.34% |
$27.6K - $32.2K
|
5.67K
$328K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-686- 7.81% |
$28.9K - $33.8K
|
8.09K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.12K- 1.49% |
$47.2K - $55K
|
74K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.2K- 1.28% |
$50.7K - $59.2K
|
92.3K
$5.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.26K- 0.61% |
$53.1K - $62K
|
204K
$11.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.6K- 9.41% |
$110K - $128K
|
25K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.17K- 2.63% |
$176K - $205K
|
155K
$8.94M
|
|
|
Feb 10, 2023
Q4 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.92K- 19.46% |
$207K - $242K
|
20.4K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-5.21K- 0.97% |
$220K - $256K
|
534K
$30.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.39K- 49.76% |
$227K - $265K
|
5.44K
$315K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-5.59K- 3.46% |
$236K - $275K
|
156K
$9.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.31K- 6.25% |
$266K - $310K
|
94.7K
$5.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.53K- 29.41% |
$275K - $321K
|
15.7K
$907K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.87K- 12.78% |
$290K - $338K
|
46.9K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-8.04K- 4.08% |
$339K - $396K
|
189K
$10.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-11.1K- 5.13% |
$466K - $544K
|
204K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.5K- 67.83% |
$612K - $714K
|
6.88K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.2K- 35.22% |
$809K - $944K
|
35.3K
$2.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.4K- 45.24% |
$904K - $1.05M
|
25.9K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.8K- 4.6% |
$1.3M - $1.52M
|
640K
$37M
|