Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (PWV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PWV) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
39.4K+ 955.22% |
$2.51M - $2.63M
|
43.6K
$2.89M
|
|
|
Jan 07, 2026
Q4 2025
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
BUY
|
- |
7.08KNew |
$450K - $472K
|
7.08K
$469K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.18KNew |
$393K - $413K
|
6.18K
$410K
|
|
|
Jan 27, 2026
Q4 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
5.83KNew |
$370K - $389K
|
5.83K
$386K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.29KNew |
$82.1K - $86.1K
|
1.29K
$85.5K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1.08KNew |
$68.5K - $71.9K
|
1.08K
$71.3K
|
|
|
Jan 22, 2026
Q4 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
746+ 8.52% |
$47.4K - $49.8K
|
9.51K
$630K
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
468New |
$29.7K - $31.2K
|
468
$31K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
200+ 3.03% |
$12.7K - $13.3K
|
6.8K
$450K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
145+ 120.83% |
$9.22K - $9.67K
|
265
$17.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
90+ 7.55% |
$5.72K - $6K
|
1.28K
$84.9K
|
|
|
Jan 28, 2026
Q4 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
12+ 0.22% |
$763 - $801
|
5.43K
$360K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
11+ 0.3% |
$699 - $734
|
3.7K
$245K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
10+ 0.39% |
$636 - $667
|
2.6K
$172K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
9+ 0.42% |
$572 - $600
|
2.15K
$142K
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.03% |
$127 - $133
|
6.94K
$459K
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-15- 0.01% |
$953 - $1K
|
107K
$7.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-20- 2.71% |
$1.27K - $1.33K
|
718
$47.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-74- 2.27% |
$4.7K - $4.94K
|
3.19K
$211K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-75- 21.43% |
$4.77K - $5K
|
275
$18.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-77- 1.85% |
$4.89K - $5.14K
|
4.09K
$271K
|
|
|
Jan 21, 2026
Q4 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-126- 1.21% |
$8.01K - $8.41K
|
10.3K
$680K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-221- 0.98% |
$14K - $14.7K
|
22.4K
$1.48M
|
|
|
Jan 21, 2026
Q4 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-278- 7.62% |
$17.7K - $18.5K
|
3.37K
$223K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-551- 7.52% |
$35K - $36.8K
|
6.77K
$449K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-573- 4.0% |
$36.4K - $38.2K
|
13.7K
$910K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-641- 3.31% |
$40.7K - $42.8K
|
18.7K
$1.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.76K- 8.25% |
$175K - $184K
|
30.7K
$2.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-2.98K- 1.92% |
$189K - $199K
|
153K
$10.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-3.46K- 18.94% |
$220K - $231K
|
14.8K
$979K
|
|