Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (PBW)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PBW) during Q4 2025. 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 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
40.4KNew |
$1.22M - $1.45M
|
40.4K
$1.23M
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
17.2KNew |
$518K - $617K
|
17.2K
$524K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
6.76KNew |
$204K - $243K
|
6.76K
$206K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.85KNew |
$56K - $66.6K
|
1.85K
$56.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
152New |
$4.59K - $5.46K
|
152
$4.64K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85+ 128.79% |
$2.57K - $3.05K
|
151
$4.61K
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
60New |
$1.81K - $2.16K
|
60
$1.83K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
33New |
$996 - $1.19K
|
33
$1.01K
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
19+ 0.21% |
$573 - $682
|
8.99K
$274K
|
|
|
Jan 21, 2026
Q4 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
5+ 0.23% |
$151 - $180
|
2.19K
$66.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-299- 0.95% |
$9.02K - $10.7K
|
31.3K
$954K
|
|
|
Jan 20, 2026
Q4 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-1.02K- 6.74% |
$30.7K - $36.6K
|
14.1K
$430K
|
|
|
Jan 08, 2026
Q4 2025
|
Moller Financial Services
|
SELL
|
- |
-1.46K- 4.56% |
$44K - $52.4K
|
30.5K
$932K
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.16K- 20.93% |
$65.1K - $77.4K
|
8.15K
$249K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.51K- 15.37% |
$106K - $126K
|
19.3K
$590K
|
|
|
Jan 20, 2026
Q4 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.67K- 21.55% |
$111K - $132K
|
13.4K
$408K
|
|