Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
135KNew |
$2.57M - $2.93M
|
135K
$2.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
18.8KNew |
$357K - $406K
|
18.8K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.4K+ 60.75% |
$292K - $333K
|
40.7K
$790K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
10.6KNew |
$201K - $228K
|
10.6K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$197K - $224K
|
10.3K
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
8.2K+ 6.97% |
$156K - $177K
|
126K
$2.44M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
496+ 59.26% |
$9.43K - $10.7K
|
1.33K
$25.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
295New |
$5.61K - $6.38K
|
295
$5.72K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
256New |
$4.87K - $5.54K
|
256
$4.97K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
167New |
$3.17K - $3.61K
|
167
$3.24K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
125New |
$2.38K - $2.71K
|
125
$2.43K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
43+ 1.25% |
$817 - $931
|
3.49K
$67.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
28+ 0.79% |
$532 - $606
|
3.58K
$69.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.99% |
$228 - $260
|
1.22K
$23.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
3New |
$57 - $64.9
|
3
$58.2
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.13% |
$19 - $21.6
|
775
$15K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.29% |
$19 - $21.6
|
351
$6.81K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-71- 0.67% |
$1.35K - $1.54K
|
10.5K
$204K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-139- 27.47% |
$2.64K - $3.01K
|
367
$7.12K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-161- 55.14% |
$3.06K - $3.48K
|
131
$2.54K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-348- 1.61% |
$6.62K - $7.53K
|
21.2K
$412K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-545- 62.21% |
$10.4K - $11.8K
|
331
$6.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-628- 44.6% |
$11.9K - $13.6K
|
780
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-686- 26.23% |
$13K - $14.8K
|
1.93K
$37.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-800- 80.0% |
$15.2K - $17.3K
|
200
$3.88K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-970- 49.14% |
$18.4K - $21K
|
1K
$19.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.53K- 3.34% |
$29.2K - $33.2K
|
44.3K
$860K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.54K- 12.06% |
$29.2K - $33.2K
|
11.2K
$217K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
SELL
|
- |
-2.54K- 53.08% |
$48.3K - $55K
|
2.25K
$43.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Moller Financial Services
|
SELL
|
- |
-2.6K- 7.1% |
$49.4K - $56.2K
|
34K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.15K- 6.83% |
$59.9K - $68.1K
|
43K
$833K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.25K- 22.64% |
$61.8K - $70.4K
|
11.1K
$215K
|