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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
258KNew |
$14.5M - $15.9M
|
258K
$15.6M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
258K+ 7.56% |
$14.5M - $15.9M
|
3.67M
$222M
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
109KNew |
$6.15M - $6.74M
|
109K
$6.59M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
40.4K+ 17.07% |
$2.28M - $2.5M
|
277K
$16.7M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
30.4K+ 86.45% |
$1.71M - $1.88M
|
65.6K
$3.96M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.6K+ 21.72% |
$1.05M - $1.15M
|
104K
$6.28M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6K+ 9.84% |
$933K - $1.02M
|
185K
$11.2M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.1K+ 12.2% |
$906K - $993K
|
148K
$8.93M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 183.91% |
$901K - $987K
|
24.7K
$1.49M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13K+ 3.08% |
$731K - $801K
|
434K
$26.2M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
10.9K+ 9.76% |
$614K - $673K
|
123K
$7.4M
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.8K+ 60.17% |
$496K - $543K
|
23.4K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.55K+ 1.38% |
$481K - $528K
|
628K
$37.9M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.16K+ 1.52% |
$460K - $504K
|
544K
$32.8M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
4.84KNew |
$272K - $298K
|
4.84K
$292K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.81KNew |
$214K - $235K
|
3.81K
$230K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.1K+ 795.08% |
$118K - $130K
|
2.36K
$143K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.34K+ 61.97% |
$75.5K - $82.8K
|
3.51K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.34KNew |
$75.4K - $82.6K
|
1.34K
$80.8K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.24K+ 13.55% |
$69.7K - $76.4K
|
10.4K
$627K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
532New |
$30K - $32.8K
|
532
$32.1K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
424New |
$23.9K - $26.2K
|
424
$25.6K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
411+ 1.12% |
$23.2K - $25.4K
|
37.3K
$2.25M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
384New |
$21.6K - $23.7K
|
384
$23.2K
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
335New |
$18.9K - $20.7K
|
335
$20.2K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
325+ 2.0% |
$18.3K - $20.1K
|
16.5K
$999K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
292+ 0.89% |
$16.4K - $18K
|
33.1K
$2M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
261+ 0.05% |
$14.7K - $16.1K
|
502K
$30.3M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
260+ 0.51% |
$14.6K - $16K
|
51K
$3.08M
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
223+ 3.72% |
$12.6K - $13.8K
|
6.22K
$376K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
220+ 0.6% |
$12.4K - $13.6K
|
36.8K
$2.22M
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
112+ 0.45% |
$6.31K - $6.91K
|
25K
$1.51M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
100+ 24.21% |
$5.63K - $6.17K
|
513
$31K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
98+ 14.63% |
$5.52K - $6.05K
|
768
$46.4K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
58+ 1.26% |
$3.27K - $3.58K
|
4.66K
$281K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
58New |
$3.27K - $3.58K
|
58
$3.5K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
30+ 0.47% |
$1.69K - $1.85K
|
6.35K
$383K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20+ 0.11% |
$1.13K - $1.23K
|
18.5K
$1.12M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16+ 0.39% |
$901 - $988
|
4.14K
$250K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14New |
$789 - $864
|
14
$845
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11+ 0.31% |
$620 - $679
|
3.53K
$213K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.14% |
$620 - $679
|
8.11K
$489K
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
11+ 0.31% |
$620 - $679
|
3.61K
$218K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7+ 0.15% |
$394 - $432
|
4.61K
$279K
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
4+ 0.6% |
$225 - $247
|
675
$40.8K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4+ 0.5% |
$225 - $247
|
801
$48.4K
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$56.3 - $61.7
|
5.38K
$325K
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.63% |
$56.3 - $61.7
|
39
$2.36K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|