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 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-38- 12.84% |
$3.73K - $4.11K
|
258
$27.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-45- 1.75% |
$4.41K - $4.86K
|
2.53K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-53- 0.87% |
$5.2K - $5.73K
|
6.06K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-55- 4.33% |
$5.39K - $5.95K
|
1.22K
$129K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-60- 0.85% |
$5.88K - $6.49K
|
6.99K
$741K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-62- 0.05% |
$6.08K - $6.7K
|
129K
$13.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-78- 2.44% |
$7.65K - $8.43K
|
3.12K
$331K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-103- 0.69% |
$10.1K - $11.1K
|
14.9K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-117- 1.45% |
$11.5K - $12.6K
|
7.96K
$844K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-143- 1.89% |
$14K - $15.5K
|
7.42K
$787K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-159- 1.01% |
$15.6K - $17.2K
|
15.5K
$1.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-169- 1.9% |
$16.6K - $18.3K
|
8.71K
$924K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-190- 12.06% |
$18.6K - $20.5K
|
1.39K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-200- 1.55% |
$19.6K - $21.6K
|
12.7K
$1.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-214- 7.25% |
$21K - $23.1K
|
2.74K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-225- 1.13% |
$22.1K - $24.3K
|
19.7K
$2.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-230- 7.14% |
$22.5K - $24.9K
|
2.99K
$318K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-239- 0.74% |
$23.4K - $25.8K
|
32.1K
$3.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-299- 8.49% |
$29.3K - $32.3K
|
3.22K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-330- 6.86% |
$32.4K - $35.7K
|
4.48K
$475K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-344- 2.54% |
$33.7K - $37.2K
|
13.2K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-370- 6.5% |
$36.3K - $40K
|
5.32K
$565K
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-401- 1.54% |
$39.3K - $43.4K
|
25.6K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-464- 13.38% |
$45.5K - $50.2K
|
3K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-470- 5.87% |
$46.1K - $50.8K
|
7.54K
$800K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-520- 34.03% |
$51K - $56.2K
|
1.01K
$107K
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-544- 2.55% |
$53.3K - $58.8K
|
20.8K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-545- 0.32% |
$53.4K - $58.9K
|
168K
$17.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-608- 1.7% |
$59.6K - $65.7K
|
35.2K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-819- 2.5% |
$80.3K - $88.5K
|
31.9K
$3.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-826- 7.34% |
$81K - $89.3K
|
10.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-850- 4.79% |
$83.3K - $91.9K
|
16.9K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-936- 10.42% |
$91.8K - $101K
|
8.05K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.2K- 2.28% |
$117K - $129K
|
51.3K
$5.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.46K- 1.38% |
$144K - $158K
|
105K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-1.67K- 35.52% |
$164K - $181K
|
3.04K
$322K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.07K- 17.17% |
$203K - $224K
|
9.98K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.09K- 2.15% |
$205K - $226K
|
95.2K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.1K- 6.03% |
$206K - $227K
|
32.7K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-2.26K- 2.28% |
$221K - $244K
|
96.8K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.32K- 4.55% |
$227K - $251K
|
48.7K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.36K- 99.62% |
$232K - $255K
|
9
$955
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.38K- 3.43% |
$233K - $257K
|
67K
$7.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 6.44% |
$253K - $279K
|
37.6K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.69K- 1.29% |
$264K - $291K
|
206K
$21.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.02K- 18.97% |
$296K - $326K
|
12.9K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.05K- 50.0% |
$299K - $330K
|
3.05K
$324K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.65K- 3.13% |
$358K - $395K
|
113K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.86K- 7.06% |
$378K - $417K
|
50.8K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-5.65K- 50.87% |
$553K - $610K
|
5.45K
$578K
|