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 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19+ 0.18% |
$694 - $759
|
10.6K
$505K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 0.22% |
$657 - $719
|
8.39K
$400K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 0.46% |
$292 - $320
|
1.77K
$84.1K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.43% |
$146 - $160
|
944
$45K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$146 - $160
|
7.02K
$335K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$110 - $120
|
3
$143
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 0.01% |
$36.5 - $39.9
|
7.78K
$371K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1- 0.01% |
$36.5 - $39.9
|
14.6K
$693K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-20- 0.31% |
$730 - $799
|
6.47K
$308K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-21Closed |
$767 - $839
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-103- 0.57% |
$3.76K - $4.11K
|
17.9K
$853K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-116Closed |
$4.23K - $4.63K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-197- 0.39% |
$7.19K - $7.87K
|
49.8K
$2.38M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-210Closed |
$7.67K - $8.39K
|
0
$0
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-248- 0.38% |
$9.05K - $9.91K
|
65.8K
$3.14M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 4.63% |
$11K - $12K
|
6.18K
$294K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-344Closed |
$12.6K - $13.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-391- 3.4% |
$14.3K - $15.6K
|
11.1K
$529K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-414Closed |
$15.1K - $16.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-432Closed |
$15.8K - $17.3K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-492- 4.16% |
$18K - $19.7K
|
11.3K
$540K
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-864- 1.45% |
$31.5K - $34.5K
|
58.7K
$2.8M
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.03K- 14.24% |
$37.4K - $40.9K
|
6.18K
$294K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.27KClosed |
$46.5K - $50.8K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.3K- 10.6% |
$47.3K - $51.8K
|
10.9K
$521K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.3K- 22.89% |
$47.6K - $52K
|
4.39K
$209K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.42K- 15.48% |
$51.8K - $56.6K
|
7.74K
$369K
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.92K- 6.22% |
$70.2K - $76.8K
|
29K
$1.38M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-2.06K- 76.22% |
$75.1K - $82.2K
|
642
$30.6K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.87K- 2.46% |
$105K - $114K
|
114K
$5.42M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.96K- 15.03% |
$108K - $118K
|
16.8K
$799K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.12K- 84.25% |
$114K - $125K
|
584
$27.8K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.24K- 19.81% |
$118K - $129K
|
13.1K
$624K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.27K- 1.51% |
$156K - $170K
|
278K
$13.3M
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.34K- 18.1% |
$159K - $173K
|
19.7K
$937K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.6K- 12.88% |
$168K - $184K
|
31.1K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.28KClosed |
$193K - $211K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-5.37K- 46.54% |
$196K - $214K
|
6.16K
$294K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.3K- 4.01% |
$449K - $491K
|
295K
$14M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.4K- 1.75% |
$560K - $613K
|
861K
$41M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.4K- 68.04% |
$927K - $1.01M
|
11.9K
$568K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30K- 10.75% |
$1.1M - $1.2M
|
250K
$11.9M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-31.6KClosed |
$1.15M - $1.26M
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-35.4K- 76.82% |
$1.29M - $1.41M
|
10.7K
$509K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-49.4K- 28.98% |
$1.8M - $1.97M
|
121K
$5.77M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-49.5K- 9.54% |
$1.81M - $1.98M
|
469K
$22.3M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-91.1K- 2.81% |
$3.33M - $3.64M
|
3.15M
$150M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-147K- 86.37% |
$5.37M - $5.88M
|
23.2K
$1.11M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-222K- 15.61% |
$8.1M - $8.86M
|
1.2M
$57.2M
|