Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
133K+ 96.6% |
$5.25M - $5.66M
|
270K
$12.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
113KNew |
$4.48M - $4.83M
|
113K
$5.41M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
70.8K+ 9.41% |
$2.8M - $3.02M
|
823K
$39.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
62.5K+ 385.6% |
$2.47M - $2.66M
|
78.7K
$3.75M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
58.6KNew |
$2.32M - $2.5M
|
58.6K
$2.79M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
47.3KNew |
$1.87M - $2.01M
|
47.3K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
32KNew |
$1.26M - $1.36M
|
32K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.6K+ 6.62% |
$1.05M - $1.13M
|
429K
$20.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
9.33KNew |
$369K - $397K
|
9.33K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.7K+ 15.38% |
$304K - $328K
|
57.7K
$2.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.83K+ 5.28% |
$270K - $291K
|
136K
$6.48M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.31K+ 13.69% |
$249K - $269K
|
52.4K
$2.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 156.12% |
$242K - $261K
|
10K
$478K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.94K+ 28.53% |
$235K - $253K
|
26.8K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.63K+ 3.39% |
$223K - $240K
|
172K
$8.19M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.4K+ 18.47% |
$213K - $230K
|
34.6K
$1.65M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.99K+ 10.38% |
$197K - $212K
|
53K
$2.53M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.18K+ 6.49% |
$165K - $178K
|
68.6K
$3.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.06K+ 10.37% |
$161K - $173K
|
43.2K
$2.06M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.08K+ 1.49% |
$122K - $131K
|
210K
$10M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 7.01% |
$98K - $106K
|
37.9K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.13K+ 25.38% |
$84.1K - $90.6K
|
10.5K
$501K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.1K+ 29.92% |
$83.1K - $89.6K
|
9.14K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.92K+ 4.56% |
$75.9K - $81.8K
|
44.1K
$2.1M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.75KNew |
$69.2K - $74.6K
|
1.75K
$83.5K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.31K+ 703.76% |
$51.7K - $55.7K
|
1.5K
$71.2K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.3K+ 19.83% |
$51.3K - $55.3K
|
7.85K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.28KNew |
$50.7K - $54.6K
|
1.28K
$61.1K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.18KNew |
$46.4K - $50K
|
1.18K
$56K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
784+ 1.66% |
$31K - $33.4K
|
48.1K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
763+ 9.13% |
$30.1K - $32.5K
|
9.12K
$435K
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
537+ 2.82% |
$21.2K - $22.9K
|
19.6K
$933K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
530+ 3.09% |
$20.9K - $22.6K
|
17.7K
$844K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420+ 0.16% |
$16.6K - $17.9K
|
270K
$12.9M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
415+ 0.35% |
$16.4K - $17.7K
|
118K
$5.61M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
385+ 5.17% |
$15.2K - $16.4K
|
7.83K
$373K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
318+ 1.93% |
$12.6K - $13.5K
|
16.8K
$799K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$10.7K - $11.5K
|
270
$12.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
221+ 0.67% |
$8.73K - $9.41K
|
33.1K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
196+ 2.72% |
$7.74K - $8.34K
|
7.41K
$353K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
140New |
$5.53K - $5.96K
|
140
$6.67K
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
21+ 0.43% |
$830 - $894
|
4.92K
$234K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
21+ 0.36% |
$830 - $894
|
5.89K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
19+ 0.08% |
$751 - $809
|
23K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17+ 0.53% |
$672 - $724
|
3.25K
$155K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.07% |
$632 - $681
|
23.4K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
13+ 0.15% |
$514 - $553
|
8.54K
$407K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.16% |
$277 - $298
|
4.25K
$203K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$198 - $213
|
5
$238
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.41% |
$158 - $170
|
981
$46.7K
|