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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$39.5 - $42.6
|
365
$17.4K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1+ 0.01% |
$39.5 - $42.6
|
8.32K
$396K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-45- 0.66% |
$1.78K - $1.92K
|
6.82K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-62- 0.68% |
$2.45K - $2.64K
|
9.06K
$432K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-173- 1.42% |
$6.84K - $7.36K
|
12K
$574K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-176- 1.8% |
$6.95K - $7.49K
|
9.58K
$456K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-240- 18.76% |
$9.48K - $10.2K
|
1.04K
$49.5K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-360- 3.31% |
$14.2K - $15.3K
|
10.5K
$501K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-362- 0.59% |
$14.3K - $15.4K
|
61.4K
$2.93M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-363- 54.34% |
$14.3K - $15.5K
|
305
$14.5K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-373- 2.76% |
$14.7K - $15.9K
|
13.1K
$625K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-378- 0.34% |
$14.9K - $16.1K
|
112K
$5.34M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-389- 33.25% |
$15.4K - $16.6K
|
781
$37.2K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-404- 0.78% |
$16K - $17.2K
|
51.5K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-502- 4.75% |
$19.8K - $21.4K
|
10.1K
$479K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-601- 4.22% |
$23.7K - $25.6K
|
13.6K
$650K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-735- 1.78% |
$29K - $31.3K
|
40.6K
$1.94M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2K- 19.67% |
$47.4K - $51.1K
|
4.9K
$233K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 3.21% |
$50K - $53.9K
|
38.2K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.52K- 17.22% |
$59.9K - $64.5K
|
7.28K
$347K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.7K- 75.53% |
$67.3K - $72.5K
|
552
$26.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.06K- 75.55% |
$81.3K - $87.6K
|
666
$31.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.27K- 43.18% |
$89.6K - $96.5K
|
2.99K
$142K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.28K- 2.07% |
$90.1K - $97.1K
|
108K
$5.14M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.58K- 30.86% |
$102K - $110K
|
5.78K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.75K- 0.9% |
$109K - $117K
|
303K
$14.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.87K- 8.55% |
$113K - $122K
|
30.7K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-3.72K- 8.68% |
$147K - $158K
|
39.2K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.99K- 28.82% |
$158K - $170K
|
9.86K
$470K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.63K- 1.07% |
$183K - $197K
|
427K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.25K- 0.79% |
$207K - $223K
|
656K
$31.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.25K- 0.79% |
$207K - $223K
|
656K
$31.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.7K- 2.81% |
$265K - $285K
|
232K
$11.1M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.72K- 34.28% |
$384K - $414K
|
18.6K
$887K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-10.3K- 89.66% |
$408K - $439K
|
1.19K
$56.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.8K- 14.9% |
$427K - $460K
|
61.7K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-12.2K- 41.43% |
$483K - $521K
|
17.3K
$824K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 2.51% |
$667K - $719K
|
656K
$31.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.2K- 2.51% |
$2.38M - $2.56M
|
2.33M
$111M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-103K- 97.19% |
$4.07M - $4.38M
|
2.98K
$142K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-391K- 81.06% |
$15.5M - $16.7M
|
91.5K
$4.36M
|