Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
109KNew |
$6.15M - $6.74M
|
109K
$6.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
40.4K+ 17.07% |
$2.28M - $2.5M
|
277K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.24K+ 13.55% |
$69.7K - $76.4K
|
10.4K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
292+ 0.89% |
$16.4K - $18K
|
33.1K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 3.72% |
$12.6K - $13.8K
|
6.22K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
112+ 0.45% |
$6.31K - $6.91K
|
25K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
30+ 0.47% |
$1.69K - $1.85K
|
6.35K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.39% |
$901 - $988
|
4.14K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11+ 0.31% |
$620 - $679
|
3.53K
$210K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.5% |
$225 - $247
|
801
$47.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$56.3 - $61.7
|
5.38K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.63% |
$56.3 - $61.7
|
39
$2.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5- 0.11% |
$282 - $309
|
4.53K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-5- 0.11% |
$282 - $309
|
4.46K
$265K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.14% |
$338 - $370
|
4.36K
$259K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 0.24% |
$958 - $1.05K
|
6.93K
$411K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-18- 0.41% |
$1.01K - $1.11K
|
4.41K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-31- 0.35% |
$1.75K - $1.91K
|
8.88K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-38- 0.28% |
$2.14K - $2.35K
|
13.4K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-46- 0.31% |
$2.59K - $2.84K
|
14.6K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47- 1.27% |
$2.65K - $2.9K
|
3.66K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-53- 0.59% |
$2.99K - $3.27K
|
8.91K
$528K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-227- 1.24% |
$12.8K - $14K
|
18K
$1.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-844- 3.28% |
$47.5K - $52.1K
|
24.9K
$1.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-939- 3.57% |
$52.9K - $58K
|
25.4K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.01K- 3.89% |
$56.6K - $62K
|
24.8K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.99K- 22.18% |
$169K - $185K
|
10.5K
$623K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 3.18% |
$218K - $239K
|
118K
$6.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.3K- 3.47% |
$242K - $265K
|
120K
$7.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 46.56% |
$349K - $382K
|
7.1K
$421K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-58.3K- 47.39% |
$3.28M - $3.6M
|
64.7K
$3.83M
|