Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
426KNew |
$17.2M - $18.4M
|
426K
$20.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
138K+ 59.62% |
$5.6M - $5.98M
|
370K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89.3KNew |
$3.61M - $3.86M
|
89.3K
$4.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
48.3K+ 52.78% |
$1.95M - $2.09M
|
140K
$6.66M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
26K+ 33.08% |
$1.05M - $1.13M
|
105K
$4.99M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.7K+ 4.83% |
$838K - $895K
|
449K
$21.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 2.57% |
$684K - $730K
|
673K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.9K+ 2.57% |
$684K - $730K
|
673K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.6K+ 161.45% |
$512K - $547K
|
20.5K
$976K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$503K - $537K
|
12.4K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$407K - $435K
|
10.1K
$479K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
8.51K+ 1.03% |
$344K - $368K
|
832K
$39.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.6K+ 433.56% |
$308K - $328K
|
9.35K
$445K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.99K+ 234.2% |
$283K - $302K
|
9.98K
$475K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.53K+ 3.11% |
$264K - $282K
|
216K
$10.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
6.44KNew |
$261K - $279K
|
6.44K
$307K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.99K+ 22.37% |
$243K - $259K
|
32.8K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.9K+ 8.59% |
$239K - $255K
|
74.5K
$3.55M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.34K+ 11.28% |
$216K - $231K
|
52.6K
$2.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.26K+ 10.04% |
$213K - $227K
|
57.7K
$2.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.04K+ 9.5% |
$204K - $218K
|
58.1K
$2.77M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.39K+ 152.84% |
$178K - $190K
|
7.26K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.33K+ 7.51% |
$175K - $187K
|
62.1K
$2.96M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.23K+ 3.73% |
$171K - $183K
|
118K
$5.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.43KNew |
$57.9K - $61.8K
|
1.43K
$68.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.3K+ 3.75% |
$52.6K - $56.2K
|
35.9K
$1.71M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.2K+ 2.48% |
$48.4K - $51.7K
|
49.3K
$2.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.1K+ 0.64% |
$44.4K - $47.4K
|
173K
$8.24M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
946+ 2.96% |
$38.3K - $40.9K
|
32.9K
$1.57M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
888+ 6.77% |
$36K - $38.4K
|
14K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
869+ 5.18% |
$35.2K - $37.6K
|
17.6K
$840K
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
786New |
$31.8K - $34K
|
786
$37.5K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
389+ 4.06% |
$15.8K - $16.8K
|
9.97K
$475K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
354+ 324.77% |
$14.3K - $15.3K
|
463
$22.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
349+ 3.32% |
$14.1K - $15.1K
|
10.9K
$518K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
345New |
$14K - $14.9K
|
345
$16.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
318+ 0.29% |
$12.9K - $13.7K
|
108K
$5.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
267+ 0.23% |
$10.8K - $11.5K
|
118K
$5.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
256+ 2.83% |
$10.4K - $11.1K
|
9.31K
$444K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
191+ 1.59% |
$7.73K - $8.26K
|
12.2K
$583K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
123+ 0.24% |
$4.98K - $5.32K
|
51.6K
$2.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
96+ 0.25% |
$3.89K - $4.15K
|
39.2K
$1.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
94+ 12.04% |
$3.81K - $4.06K
|
875
$41.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
61+ 0.1% |
$2.47K - $2.64K
|
61.5K
$2.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
23+ 0.29% |
$931 - $994
|
7.87K
$375K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
22+ 0.37% |
$891 - $951
|
5.92K
$282K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
20+ 0.09% |
$810 - $865
|
23K
$1.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16+ 0.07% |
$648 - $692
|
23.4K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
15+ 0.18% |
$607 - $648
|
8.55K
$407K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.14% |
$243 - $259
|
4.26K
$203K
|