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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
870New |
$66K - $78.7K
|
870
$87.9K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
843+ 1.65% |
$63.9K - $76.2K
|
52K
$5.26M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
816+ 5.89% |
$61.9K - $73.8K
|
14.7K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
707+ 32.99% |
$53.6K - $63.9K
|
2.85K
$288K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
646+ 4.38% |
$49K - $58.4K
|
15.4K
$1.55M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
602New |
$45.7K - $54.5K
|
602
$60.9K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
498+ 6.11% |
$37.8K - $45K
|
8.65K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
489+ 5.21% |
$37.1K - $44.2K
|
9.88K
$999K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
475New |
$36K - $43K
|
475
$48K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
449+ 1.07% |
$34.1K - $40.6K
|
42.4K
$4.29M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
438New |
$33.2K - $39.6K
|
438
$44.3K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
366+ 2.38% |
$27.8K - $33.1K
|
15.8K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
359+ 11.35% |
$27.2K - $32.5K
|
3.52K
$356K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
308+ 6.67% |
$23.4K - $27.9K
|
4.92K
$498K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
207+ 4.16% |
$15.7K - $18.7K
|
5.19K
$524K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
180+ 3.66% |
$13.7K - $16.3K
|
5.1K
$516K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
149+ 1.83% |
$11.3K - $13.5K
|
8.28K
$837K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
142New |
$10.8K - $12.8K
|
142
$14.4K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
87+ 1.14% |
$6.6K - $7.87K
|
7.71K
$779K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
66+ 0.76% |
$5.01K - $5.97K
|
8.79K
$888K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
22New |
$1.67K - $1.99K
|
22
$2.22K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.01% |
$152 - $181
|
15.8K
$1.6M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
2+ 0.01% |
$152 - $181
|
17.7K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
1+ 0.0% |
$75.8 - $90.5
|
26K
$2.63M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$75.8 - $90.5
|
13.8K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.17% |
$75.8 - $90.5
|
592
$59.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.66% |
$75.8 - $90.5
|
150
$15.2K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2- 0.01% |
$152 - $181
|
20.9K
$2.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 0.05% |
$228 - $271
|
6.55K
$662K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-4- 0.67% |
$303 - $362
|
592
$59.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-23- 0.69% |
$1.74K - $2.08K
|
3.3K
$333K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-25- 0.74% |
$1.9K - $2.26K
|
3.37K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-45- 0.54% |
$3.41K - $4.07K
|
8.31K
$840K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-49- 1.15% |
$3.72K - $4.43K
|
4.2K
$425K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 3.67% |
$3.79K - $4.52K
|
1.31K
$133K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-69- 0.33% |
$5.23K - $6.24K
|
20.9K
$2.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-75- 0.23% |
$5.69K - $6.78K
|
33.1K
$3.35M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-86- 0.34% |
$6.52K - $7.78K
|
24.8K
$2.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-173- 0.32% |
$13.1K - $15.6K
|
53.7K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-175- 0.19% |
$13.3K - $15.8K
|
90.2K
$9.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-230- 56.1% |
$17.4K - $20.8K
|
180
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-305- 3.88% |
$23.1K - $27.6K
|
7.55K
$763K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-450- 60.81% |
$34.1K - $40.7K
|
290
$29.3K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-687- 3.28% |
$52.1K - $62.1K
|
20.3K
$2.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-700- 18.04% |
$53.1K - $63.3K
|
3.18K
$321K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-752- 1.37% |
$57K - $68K
|
54.3K
$5.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-833- 11.98% |
$63.2K - $75.3K
|
6.12K
$618K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-889- 1.17% |
$67.4K - $80.4K
|
74.8K
$7.56M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.28K- 10.57% |
$97.1K - $116K
|
10.8K
$1.1M
|