Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PWB)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
257New |
$29.8K - $32.2K
|
257
$32.3K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
224+ 7.41% |
$26K - $28.1K
|
3.25K
$408K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
184+ 0.2% |
$21.3K - $23.1K
|
90.7K
$11.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
171+ 0.98% |
$19.8K - $21.4K
|
17.6K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
150+ 6.59% |
$17.4K - $18.8K
|
2.43K
$305K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
125+ 0.87% |
$14.5K - $15.7K
|
14.5K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
96+ 3.8% |
$11.1K - $12K
|
2.62K
$329K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
76+ 1.21% |
$8.81K - $9.53K
|
6.35K
$798K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
52+ 20.16% |
$6.03K - $6.52K
|
310
$39K
|
|
|
Oct 30, 2025
Q3 2025
|
Covenant Asset Management, LLC
|
BUY
|
- |
42+ 0.7% |
$4.87K - $5.27K
|
6.08K
$764K
|
|
|
Nov 12, 2025
Q3 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1+ 0.05% |
$116 - $125
|
2.11K
$265K
|
|
| Q2 2025 | |||||||
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
64.8KNew |
$5.59M - $7.61M
|
64.8K
$8.15M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50.1KNew |
$4.32M - $5.88M
|
50.1K
$6.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
13.2K+ 345.66% |
$1.14M - $1.56M
|
17.1K
$2.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
8.88KNew |
$766K - $1.04M
|
8.88K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
6.44KNew |
$556K - $757K
|
6.44K
$810K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.02KNew |
$519K - $707K
|
6.02K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4KNew |
$345K - $470K
|
4K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$441K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$303K - $412K
|
3.51K
$441K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.05KNew |
$177K - $241K
|
2.05K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.05K+ 102500.0% |
$177K - $241K
|
2.05K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.98KNew |
$171K - $232K
|
1.98K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.97KNew |
$170K - $232K
|
1.97K
$248K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.92KNew |
$165K - $225K
|
1.92K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.78KNew |
$153K - $208K
|
1.78K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
1.78KNew |
$153K - $208K
|
1.78K
$223K
|
|
|
Sep 11, 2025
Q2 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.77KNew |
$152K - $207K
|
1.77K
$222K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 69.28% |
$110K - $149K
|
3.11K
$391K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.11K+ 37.47% |
$95.7K - $130K
|
4.07K
$512K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
45New |
$3.88K - $5.28K
|
45
$5.66K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
39+ 1.36% |
$3.36K - $4.58K
|
2.9K
$364K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
24New |
$2.07K - $2.82K
|
24
$3.02K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8New |
$690 - $940
|
8
$1.01K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4New |
$345 - $470
|
4
$503
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
7K+ 238.91% |
$662K - $775K
|
9.93K
$1.25M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
655+ 8.14% |
$61.9K - $72.5K
|
8.71K
$1.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
650New |
$61.4K - $72K
|
650
$81.7K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
156New |
$14.7K - $17.3K
|
156
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
50+ 0.34% |
$4.73K - $5.54K
|
15K
$1.88M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
38New |
$3.59K - $4.21K
|
38
$4.78K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7New |
$662 - $775
|
7
$880
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 206.88% |
$955K - $1.05M
|
14.5K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$490K - $541K
|
5K
$628K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.93KNew |
$189K - $209K
|
1.93K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$34.3K - $37.8K
|
350
$44K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
45New |
$4.41K - $4.86K
|
45
$5.66K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2+ 0.06% |
$196 - $216
|
3.2K
$402K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$98 - $108
|
2.32K
$291K
|
|