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 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-5- 0.11% |
$282 - $309
|
4.53K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-5- 0.11% |
$282 - $309
|
4.46K
$269K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6- 0.14% |
$338 - $370
|
4.36K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-17- 0.24% |
$958 - $1.05K
|
6.93K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-18- 0.41% |
$1.01K - $1.11K
|
4.41K
$267K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-26- 0.26% |
$1.46K - $1.6K
|
10K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-31- 0.35% |
$1.75K - $1.91K
|
8.88K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-38- 0.28% |
$2.14K - $2.35K
|
13.4K
$812K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-46- 0.31% |
$2.59K - $2.84K
|
14.6K
$882K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-47- 1.27% |
$2.65K - $2.9K
|
3.66K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-53- 0.59% |
$2.99K - $3.27K
|
8.91K
$538K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-77- 2.06% |
$4.34K - $4.75K
|
3.66K
$221K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-79- 0.44% |
$4.45K - $4.88K
|
17.8K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-84- 1.01% |
$4.73K - $5.19K
|
8.26K
$499K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-165- 2.28% |
$9.29K - $10.2K
|
7.07K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-182- 0.87% |
$10.3K - $11.2K
|
20.7K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-186- 2.38% |
$10.5K - $11.5K
|
7.64K
$461K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-200- 0.5% |
$11.3K - $12.3K
|
39.4K
$2.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-227- 1.24% |
$12.8K - $14K
|
18K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-236- 0.89% |
$13.3K - $14.6K
|
26.3K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-261- 1.27% |
$14.7K - $16.1K
|
20.3K
$1.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-386- 0.26% |
$21.7K - $23.8K
|
147K
$8.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-430- 0.29% |
$24.2K - $26.5K
|
146K
$8.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-590- 14.75% |
$33.2K - $36.4K
|
3.41K
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-700- 3.58% |
$39.4K - $43.2K
|
18.9K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-844- 3.28% |
$47.5K - $52.1K
|
24.9K
$1.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-939- 3.57% |
$52.9K - $58K
|
25.4K
$1.53M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-1.01K- 3.89% |
$56.6K - $62K
|
24.8K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.23K- 0.82% |
$69.5K - $76.1K
|
148K
$8.95M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.31K- 1.53% |
$73.7K - $80.8K
|
84.3K
$5.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-2.1K- 16.64% |
$118K - $129K
|
10.5K
$634K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.13K- 15.95% |
$120K - $132K
|
11.2K
$678K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.49K- 1.39% |
$140K - $154K
|
177K
$10.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-2.99K- 22.18% |
$169K - $185K
|
10.5K
$634K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.14K- 2.76% |
$177K - $194K
|
111K
$6.67M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.2K- 15.84% |
$180K - $197K
|
17K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.87K- 3.18% |
$218K - $239K
|
118K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-4.3K- 3.47% |
$242K - $265K
|
120K
$7.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.19K- 46.56% |
$349K - $382K
|
7.1K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.63K- 4.31% |
$374K - $409K
|
147K
$8.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.8K- 64.56% |
$948K - $1.04M
|
9.24K
$558K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19.3K- 6.37% |
$1.09M - $1.19M
|
283K
$17.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-58.3K- 47.39% |
$3.28M - $3.6M
|
64.7K
$3.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-76.8K- 6.8% |
$4.32M - $4.74M
|
1.05M
$63.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-182K- 99.57% |
$10.3M - $11.3M
|
782
$47.2K
|