Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q2 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 |
---|---|---|---|---|---|---|---|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.53% |
$167 - $195
|
949
$45.6K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.62% |
$133 - $156
|
646
$31K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.57% |
$100 - $117
|
532
$25.6K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3New |
$100 - $117
|
3
$144
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3Closed |
$100 - $117
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49- 0.46% |
$1.64K - $1.91K
|
10.5K
$507K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-60- 0.84% |
$2K - $2.34K
|
7.12K
$342K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62- 2.0% |
$2.07K - $2.42K
|
3.03K
$146K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-177- 0.3% |
$5.91K - $6.91K
|
58.5K
$2.81M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-199- 39.56% |
$6.64K - $7.76K
|
304
$14.6K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-250- 14.93% |
$8.34K - $9.76K
|
1.42K
$68.4K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-388- 0.83% |
$12.9K - $15.1K
|
46.4K
$2.23M
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-420- 71.92% |
$14K - $16.4K
|
164
$7.88K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-482- 3.62% |
$16.1K - $18.8K
|
12.8K
$616K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-764- 7.18% |
$25.5K - $29.8K
|
9.88K
$475K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-925- 3.88% |
$30.9K - $36.1K
|
22.9K
$1.1M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.24KClosed |
$41.5K - $48.5K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.56K- 1.29% |
$52.2K - $61K
|
120K
$5.74M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.82K- 16.63% |
$60.7K - $70.9K
|
9.12K
$438K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.82K- 23.43% |
$60.8K - $71.1K
|
5.96K
$286K
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.04K- 10.39% |
$68.2K - $79.7K
|
17.6K
$846K
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-2.61K- 16.67% |
$86.9K - $102K
|
13K
$626K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.29K- 2.22% |
$110K - $128K
|
145K
$6.98M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.42K- 35.63% |
$114K - $134K
|
6.18K
$297K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.43K- 1.38% |
$115K - $134K
|
246K
$11.8M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.19K- 90.49% |
$140K - $163K
|
440
$21.1K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.27K- 0.91% |
$142K - $167K
|
465K
$22.3M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.18K- 22.28% |
$173K - $202K
|
18.1K
$868K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.34KClosed |
$178K - $208K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-5.67KClosed |
$189K - $221K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-5.73KClosed |
$191K - $224K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.08K- 22.73% |
$236K - $276K
|
24.1K
$1.16M
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-10.8K- 91.42% |
$361K - $423K
|
1.02K
$48.8K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.3KClosed |
$378K - $443K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 10.28% |
$390K - $456K
|
102K
$4.9M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 4.47% |
$415K - $486K
|
266K
$12.8M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-16.8KClosed |
$559K - $654K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.3K- 67.71% |
$843K - $986K
|
12.1K
$579K
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-29.6KClosed |
$988K - $1.15M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-43.9K- 57.6% |
$1.47M - $1.71M
|
32.3K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-45.5KClosed |
$1.52M - $1.77M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-46.8KClosed |
$1.56M - $1.83M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-134K- 11.2% |
$4.48M - $5.24M
|
1.07M
$51.2M
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-150KClosed |
$5.02M - $5.86M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-155K- 4.92% |
$5.17M - $6.05M
|
3M
$144M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-276K- 93.86% |
$9.23M - $10.8M
|
18.1K
$869K
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-300K- 96.37% |
$10M - $11.7M
|
11.3K
$542K
|