Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PWB)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
431KNew |
$42.3M - $46.6M
|
431K
$47.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
63K+ 16.81% |
$6.18M - $6.81M
|
438K
$48.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.4K+ 7.27% |
$5.73M - $6.31M
|
862K
$95.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
40.1KNew |
$3.93M - $4.34M
|
40.1K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
22.4KNew |
$2.2M - $2.42M
|
22.4K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
11.5K+ 41.34% |
$1.12M - $1.24M
|
39.2K
$4.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.74K+ 206.88% |
$955K - $1.05M
|
14.5K
$1.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.32K+ 1474.05% |
$913K - $1.01M
|
9.95K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.62K+ 11.91% |
$747K - $824K
|
71.6K
$7.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
7.22KNew |
$708K - $781K
|
7.22K
$798K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.73K+ 34.35% |
$562K - $620K
|
22.4K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$490K - $541K
|
5K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.08K+ 5.01% |
$400K - $441K
|
85.5K
$9.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.94K+ 4.73% |
$387K - $426K
|
87.3K
$9.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.06K+ 16.96% |
$300K - $331K
|
21.1K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.96KNew |
$290K - $320K
|
2.96K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.63KNew |
$258K - $285K
|
2.63K
$291K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.49KNew |
$244K - $269K
|
2.49K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.36KNew |
$231K - $255K
|
2.36K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
1.93KNew |
$189K - $209K
|
1.93K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.52K+ 8.15% |
$149K - $164K
|
20.1K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.35K+ 1.29% |
$132K - $146K
|
106K
$11.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.33K+ 6.68% |
$131K - $144K
|
21.3K
$2.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 30.05% |
$114K - $126K
|
5.05K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.11K+ 1.12% |
$109K - $120K
|
100K
$11.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
808+ 8.11% |
$79.2K - $87.4K
|
10.8K
$1.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
788+ 133.11% |
$77.3K - $85.2K
|
1.38K
$152K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
451+ 4.71% |
$44.2K - $48.8K
|
10K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
449New |
$44K - $48.5K
|
449
$49.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
350New |
$34.3K - $37.8K
|
350
$38.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
294+ 0.57% |
$28.8K - $31.8K
|
51.5K
$5.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
265+ 4.02% |
$26K - $28.6K
|
6.86K
$758K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
193New |
$18.9K - $20.9K
|
193
$21.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
154+ 3.41% |
$15.1K - $16.6K
|
4.67K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
128+ 0.16% |
$12.5K - $13.8K
|
79.1K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
89+ 0.64% |
$8.73K - $9.62K
|
13.9K
$1.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
45New |
$4.41K - $4.86K
|
45
$4.97K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 0.59% |
$2.45K - $2.7K
|
4.23K
$468K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
2+ 0.06% |
$196 - $216
|
3.2K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2+ 0.05% |
$196 - $216
|
4.1K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
1+ 0.0% |
$98 - $108
|
36.1K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
1+ 0.04% |
$98 - $108
|
2.32K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$98 - $108
|
3.28K
$362K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1- -0.0% |
$98 - $108
|
20.6K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7- 0.11% |
$686 - $757
|
6.27K
$693K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-18- 0.58% |
$1.76K - $1.95K
|
3.09K
$341K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-22- 1.68% |
$2.16K - $2.38K
|
1.29K
$143K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-27- 0.74% |
$2.65K - $2.92K
|
3.61K
$399K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-35- 0.2% |
$3.43K - $3.78K
|
17.6K
$1.95M
|