Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q1 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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
93.5KNew |
$7.09M - $8.46M
|
93.5K
$9.45M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
70.5KNew |
$5.35M - $6.38M
|
70.5K
$7.13M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
53.6K+ 15.45% |
$4.06M - $4.85M
|
400K
$40.5M
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
36.4KNew |
$2.76M - $3.29M
|
36.4K
$3.68M
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
32.6K+ 62.49% |
$2.47M - $2.94M
|
84.7K
$8.56M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.3K+ 37.51% |
$1.99M - $2.38M
|
96.4K
$9.75M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.3K+ 20.42% |
$1.76M - $2.1M
|
137K
$13.9M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3KNew |
$1.47M - $1.75M
|
19.3K
$1.95M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.2K+ 2.55% |
$1.46M - $1.74M
|
773K
$78.1M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.2KNew |
$1.38M - $1.65M
|
18.2K
$1.84M
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
BUY
|
- |
14KNew |
$1.06M - $1.27M
|
14K
$1.42M
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
11.5KNew |
$876K - $1.04M
|
11.5K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
10.6KNew |
$806K - $961K
|
10.6K
$1.07M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$779K - $930K
|
10.3K
$1.04M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
8.99KNew |
$681K - $813K
|
8.99K
$908K
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.6KNew |
$652K - $778K
|
8.6K
$869K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.78K+ 4.22% |
$514K - $613K
|
167K
$16.9M
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$379K - $452K
|
5K
$505K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.7K+ 20.9% |
$356K - $425K
|
27.2K
$2.75M
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.38KNew |
$332K - $396K
|
4.38K
$442K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$298K - $356K
|
3.93K
$397K
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.6KNew |
$273K - $326K
|
3.6K
$364K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
3.51KNew |
$266K - $318K
|
3.51K
$355K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.43KNew |
$260K - $310K
|
3.43K
$347K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.39KNew |
$257K - $306K
|
3.39K
$342K
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.3KNew |
$250K - $298K
|
3.3K
$334K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.28KNew |
$249K - $297K
|
3.28K
$332K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.18KNew |
$241K - $288K
|
3.18K
$322K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.18KNew |
$241K - $288K
|
3.18K
$322K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.93K+ 10.03% |
$222K - $265K
|
32.2K
$3.25M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.83KNew |
$215K - $256K
|
2.83K
$286K
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
2.5KNew |
$190K - $226K
|
2.5K
$253K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.42K+ 27.65% |
$184K - $219K
|
11.2K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.39KNew |
$181K - $216K
|
2.39K
$242K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$235K
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
2.32KNew |
$176K - $210K
|
2.32K
$234K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.3KNew |
$175K - $208K
|
2.3K
$233K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.28KNew |
$173K - $206K
|
2.28K
$230K
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.26KNew |
$172K - $205K
|
2.26K
$229K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.02K+ 22.88% |
$153K - $183K
|
10.9K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.84K+ 1.65% |
$139K - $166K
|
113K
$11.4M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.77K+ 6.91% |
$134K - $160K
|
27.4K
$2.77M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.61K+ 43.95% |
$122K - $146K
|
5.27K
$533K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.59K+ 2.04% |
$121K - $144K
|
79.6K
$8.04M
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.59K+ 53.69% |
$120K - $143K
|
4.54K
$459K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.31K+ 7.2% |
$99K - $118K
|
19.4K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.09K+ 1.26% |
$82.7K - $98.7K
|
87.4K
$8.84M
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 17.3% |
$77.8K - $92.8K
|
6.96K
$703K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.01K+ 13.94% |
$76.7K - $91.4K
|
8.27K
$836K
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
908+ 1.59% |
$68.9K - $82.1K
|
58.1K
$5.88M
|