Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
206+ 0.19% |
$13.5K - $16K
|
108K
$10.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
133+ 2.74% |
$8.71K - $10.4K
|
4.98K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
131+ 1.58% |
$8.58K - $10.2K
|
8.43K
$852K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
115+ 1.84% |
$7.53K - $8.95K
|
6.36K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110New |
$7.21K - $8.56K
|
110
$11.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
60+ 11.26% |
$3.93K - $4.67K
|
593
$59.9K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
20+ 0.13% |
$1.31K - $1.56K
|
15.8K
$1.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12+ 0.05% |
$786 - $934
|
25.6K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8+ 0.06% |
$524 - $623
|
13.8K
$1.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
7+ 0.03% |
$459 - $545
|
26K
$2.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
5+ 0.16% |
$328 - $389
|
3.16K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4+ 0.02% |
$262 - $311
|
21K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2New |
$131 - $156
|
2
$202
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.14% |
$131 - $156
|
1.4K
$142K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$65.5 - $77.8
|
151
$15.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.24% |
$65.5 - $77.8
|
412
$41.6K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-10- 2.12% |
$655 - $778
|
462
$46.7K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-26- 8.07% |
$1.7K - $2.02K
|
296
$29.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-75- 5.22% |
$4.91K - $5.84K
|
1.36K
$138K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-115- 3.35% |
$7.53K - $8.95K
|
3.32K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-137- 3.88% |
$8.97K - $10.7K
|
3.4K
$344K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-138- 0.55% |
$9.04K - $10.7K
|
24.9K
$2.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-209- 1.54% |
$13.7K - $16.3K
|
13.4K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-222- 1.05% |
$14.5K - $17.3K
|
20.9K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-245- 2.72% |
$16K - $19.1K
|
8.76K
$885K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-308- 6.26% |
$20.2K - $24K
|
4.62K
$467K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-309- 5.9% |
$20.2K - $24.1K
|
4.92K
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-442- 5.74% |
$29K - $34.4K
|
7.26K
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-471- 18.02% |
$30.9K - $36.7K
|
2.14K
$217K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-544- 0.49% |
$35.6K - $42.3K
|
111K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-576- 11.93% |
$37.7K - $44.8K
|
4.25K
$430K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-778- 6.04% |
$51K - $60.6K
|
12.1K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-794- 31.76% |
$52K - $61.8K
|
1.71K
$172K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.24K- 12.43% |
$81.1K - $96.4K
|
8.72K
$881K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1.27K- 27.52% |
$82.9K - $98.5K
|
3.34K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.66K- 8.19% |
$109K - $129K
|
18.6K
$1.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 10.63% |
$114K - $135K
|
14.6K
$1.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.08K- 3.64% |
$136K - $162K
|
55.1K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.21K- 3.58% |
$210K - $250K
|
86.3K
$8.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.37K- 1.43% |
$220K - $262K
|
232K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.51K- 4.77% |
$230K - $273K
|
70.1K
$7.09M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.71K- 6.76% |
$243K - $289K
|
51.2K
$5.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.23K- 16.79% |
$277K - $329K
|
20.9K
$2.12M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5.3K- 13.76% |
$347K - $412K
|
33.2K
$3.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.48K- 15.7% |
$490K - $583K
|
40.2K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.67K- 5.68% |
$634K - $753K
|
161K
$16.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-9.91K- 7.7% |
$649K - $771K
|
119K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-28.9K- 99.82% |
$1.89M - $2.25M
|
53
$5.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.8K- 20.29% |
$1.95M - $2.32M
|
117K
$11.8M
|