Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) 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
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.6K+ 62.61% |
$2.47M - $2.62M
|
139K
$8.26M
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
49.6KNew |
$2.28M - $2.42M
|
49.6K
$2.94M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38.1K+ 7.63% |
$1.76M - $1.86M
|
538K
$31.9M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.8K+ 15.65% |
$818K - $868K
|
131K
$7.79M
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.2K+ 15.83% |
$745K - $790K
|
118K
$7.02M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
14.1KNew |
$647K - $687K
|
14.1K
$833K
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
12.4K+ 12.66% |
$569K - $604K
|
110K
$6.52M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.9K+ 4.85% |
$546K - $579K
|
256K
$15.2M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.2KNew |
$516K - $547K
|
11.2K
$664K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.15K+ 73.97% |
$421K - $447K
|
21.5K
$1.28M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.06KNew |
$417K - $443K
|
9.06K
$537K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.64K+ 7.8% |
$351K - $373K
|
106K
$6.26M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.89KNew |
$317K - $337K
|
6.89K
$408K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.34K+ 164.26% |
$200K - $212K
|
6.99K
$414K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.3K+ 2.71% |
$198K - $210K
|
163K
$9.67M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.23K+ 2.15% |
$149K - $158K
|
154K
$9.1M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.08K+ 13.22% |
$142K - $151K
|
26.4K
$1.56M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.05K+ 9.18% |
$140K - $149K
|
36.3K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
1.89K+ 10.48% |
$86.8K - $92.1K
|
19.9K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.81K+ 13.14% |
$83.5K - $88.6K
|
15.6K
$926K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.8K+ 46.65% |
$82.7K - $87.8K
|
5.65K
$335K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.43K+ 396.94% |
$65.6K - $69.6K
|
1.78K
$106K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
996+ 3.3% |
$45.8K - $48.7K
|
31.1K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
838+ 7.92% |
$38.6K - $40.9K
|
11.4K
$677K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$29.9K - $31.8K
|
650
$38.5K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
389+ 3.7% |
$17.9K - $19K
|
10.9K
$647K
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
227+ 0.18% |
$10.4K - $11.1K
|
126K
$7.46M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
152New |
$7K - $7.43K
|
152
$9.01K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
72+ 0.54% |
$3.31K - $3.52K
|
13.4K
$792K
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
51+ 0.55% |
$2.35K - $2.49K
|
9.4K
$558K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.53% |
$414 - $440
|
1.7K
$101K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7+ 0.05% |
$322 - $342
|
14.7K
$870K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$92.1 - $97.7
|
31.6K
$1.87M
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$92.1 - $97.7
|
5.93K
$352K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$46 - $48.9
|
11.3K
$672K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$46 - $48.9
|
38
$2.25K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.39% |
$46 - $48.9
|
258
$15.3K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-2- 0.19% |
$92.1 - $97.7
|
1.07K
$63.6K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-30- 0.65% |
$1.38K - $1.47K
|
4.58K
$272K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-55- 0.7% |
$2.53K - $2.69K
|
7.76K
$460K
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-57- 0.23% |
$2.62K - $2.79K
|
24.8K
$1.47M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-73- 0.44% |
$3.36K - $3.57K
|
16.6K
$982K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-97- 0.98% |
$4.46K - $4.74K
|
9.84K
$583K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-139- 0.19% |
$6.4K - $6.79K
|
73K
$4.33M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-141- 6.26% |
$6.49K - $6.89K
|
2.11K
$125K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-195- 0.13% |
$8.98K - $9.53K
|
147K
$8.7M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-195- 1.53% |
$8.98K - $9.53K
|
12.6K
$744K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-292- 2.94% |
$13.4K - $14.3K
|
9.64K
$571K
|