Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
105KNew |
$7.06M - $7.59M
|
105K
$10.6M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
79K+ 325.88% |
$5.32M - $5.71M
|
103K
$10.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
41K+ 5.96% |
$2.76M - $2.96M
|
728K
$73.6M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 5.38% |
$2.07M - $2.23M
|
603K
$61M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
20.3KNew |
$1.37M - $1.47M
|
20.3K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.6K+ 32.3% |
$784K - $842K
|
47.7K
$4.82M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 9.71% |
$768K - $824K
|
129K
$13M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.3K+ 40.1% |
$762K - $819K
|
39.6K
$4M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.8K+ 173.91% |
$726K - $779K
|
17K
$1.72M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.95K+ 4.9% |
$535K - $575K
|
170K
$17.2M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.71K+ 7.7% |
$519K - $558K
|
108K
$10.9M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.22K+ 148.99% |
$351K - $377K
|
8.72K
$882K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.13K+ 9.86% |
$345K - $371K
|
57.1K
$5.78M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.85KNew |
$326K - $350K
|
4.85K
$490K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.4K+ 9.31% |
$296K - $318K
|
51.6K
$5.22M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.16K+ 52.32% |
$280K - $301K
|
12.1K
$1.22M
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.65KNew |
$246K - $264K
|
3.65K
$369K
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.26K+ 56.82% |
$220K - $236K
|
9K
$910K
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
3.16KNew |
$213K - $228K
|
3.16K
$319K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3KNew |
$202K - $217K
|
3K
$303K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.67K+ 4.17% |
$180K - $193K
|
66.7K
$6.74M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.98K+ 8.38% |
$133K - $143K
|
25.6K
$2.59M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.42K+ 119.3% |
$95.8K - $103K
|
2.61K
$264K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 24.27% |
$68.8K - $73.9K
|
5.23K
$529K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
857+ 6.77% |
$57.7K - $62K
|
13.5K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
782New |
$52.7K - $56.5K
|
782
$79.1K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
740New |
$49.8K - $53.5K
|
740
$74.8K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
332+ 1.29% |
$22.4K - $24K
|
26K
$2.63M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
204+ 0.98% |
$13.7K - $14.8K
|
21K
$2.12M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
199+ 2.95% |
$13.4K - $14.4K
|
6.95K
$703K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
192+ 1.09% |
$12.9K - $13.9K
|
17.8K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
157+ 0.41% |
$10.6K - $11.4K
|
38.8K
$3.92M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
138+ 1.83% |
$9.29K - $9.98K
|
7.69K
$777K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
103+ 1.36% |
$6.94K - $7.45K
|
7.7K
$778K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 36.36% |
$2.69K - $2.89K
|
150
$15.2K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$539 - $578
|
9.96K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.05% |
$539 - $578
|
15.8K
$1.6M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2+ 0.05% |
$135 - $145
|
4.3K
$435K
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.21% |
$67.3 - $72.3
|
472
$47.7K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-2- 0.33% |
$135 - $145
|
596
$60.2K
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6- 1.43% |
$404 - $434
|
413
$41.8K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 0.07% |
$471 - $506
|
10K
$1.01M
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-10- 0.04% |
$673 - $723
|
25.2K
$2.54M
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-58- 2.87% |
$3.91K - $4.19K
|
1.97K
$199K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-84- 0.22% |
$5.66K - $6.07K
|
38.5K
$3.89M
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-90- 2.27% |
$6.06K - $6.51K
|
3.88K
$392K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-92- 1.44% |
$6.2K - $6.65K
|
6.28K
$635K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-214- 2.85% |
$14.4K - $15.5K
|
7.31K
$739K
|