Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
318KNew |
$11.6M - $12.7M
|
318K
$15.2M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
311KNew |
$11.3M - $12.4M
|
311K
$14.8M
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
150KNew |
$5.49M - $6M
|
150K
$7.16M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
87KNew |
$3.18M - $3.48M
|
87K
$4.15M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.2K+ 9.57% |
$2.75M - $3M
|
861K
$41M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
65.9K+ 34.23% |
$2.4M - $2.63M
|
258K
$12.3M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
46.3KNew |
$1.69M - $1.85M
|
46.3K
$2.21M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
45.5K+ 147.95% |
$1.66M - $1.82M
|
76.3K
$3.64M
|
|
May 03, 2022
Q1 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
41.8K+ 10.52% |
$1.52M - $1.67M
|
439K
$20.9M
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.6KNew |
$1.08M - $1.18M
|
29.6K
$1.41M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.8K+ 21.05% |
$1.05M - $1.15M
|
165K
$7.88M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.8K+ 19.04% |
$867K - $949K
|
149K
$7.08M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
20.5K+ 19.96% |
$749K - $819K
|
123K
$5.87M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.1KNew |
$588K - $643K
|
16.1K
$767K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.8K+ 3.23% |
$578K - $633K
|
506K
$24.1M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.6K+ 51.99% |
$568K - $621K
|
45.5K
$2.17M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$462K - $505K
|
12.7K
$603K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.99K+ 3.07% |
$365K - $399K
|
335K
$16M
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.61KNew |
$351K - $384K
|
9.61K
$458K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.09KNew |
$295K - $323K
|
8.09K
$385K
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.3K+ 113.75% |
$230K - $252K
|
11.8K
$564K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.8K+ 52.64% |
$212K - $231K
|
16.8K
$801K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
5.67KNew |
$207K - $226K
|
5.67K
$270K
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.51K+ 14.08% |
$165K - $180K
|
36.5K
$1.74M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.46K+ 18.6% |
$163K - $178K
|
28.4K
$1.35M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.99K+ 10.64% |
$72.6K - $79.4K
|
20.7K
$985K
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.56K+ 14.73% |
$57K - $62.4K
|
12.2K
$580K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.24KNew |
$45.4K - $49.6K
|
1.24K
$59.2K
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.04K+ 20.14% |
$37.9K - $41.5K
|
6.2K
$295K
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
891+ 3.9% |
$32.5K - $35.6K
|
23.8K
$1.13M
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
881+ 1.92% |
$32.2K - $35.2K
|
46.8K
$2.23M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
815+ 12.53% |
$29.7K - $32.6K
|
7.32K
$349K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
734+ 2.37% |
$26.8K - $29.3K
|
31.6K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
650New |
$23.7K - $26K
|
650
$31K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
529New |
$19.3K - $21.1K
|
529
$25.2K
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
482+ 0.42% |
$17.6K - $19.3K
|
115K
$5.47M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
472+ 8.97% |
$17.2K - $18.9K
|
5.73K
$273K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
317+ 0.93% |
$11.6K - $12.7K
|
34.5K
$1.64M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
302+ 150.25% |
$11K - $12.1K
|
503
$24K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
267+ 0.87% |
$9.75K - $10.7K
|
30.9K
$1.47M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
259New |
$9.45K - $10.3K
|
259
$12.3K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
220+ 1.91% |
$8.03K - $8.79K
|
11.8K
$560K
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
209+ 0.91% |
$7.63K - $8.35K
|
23.2K
$1.11M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
159+ 1.27% |
$5.8K - $6.35K
|
12.7K
$606K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
130+ 2.5% |
$4.75K - $5.19K
|
5.34K
$254K
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
113+ 0.47% |
$4.12K - $4.51K
|
24K
$1.14M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
102+ 0.97% |
$3.72K - $4.07K
|
10.6K
$507K
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
62+ 2.05% |
$2.26K - $2.48K
|
3.09K
$147K
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
54+ 48.65% |
$1.97K - $2.16K
|
165
$7.86K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
32+ 0.36% |
$1.17K - $1.28K
|
8.9K
$424K
|