Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q3 2021. 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 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-89- 1.04% |
$3.2K - $3.38K
|
8.49K
$405K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-102- 1.14% |
$3.67K - $3.88K
|
8.83K
$421K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-167- 1.46% |
$6.01K - $6.35K
|
11.3K
$539K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-189- 2.73% |
$6.8K - $7.18K
|
6.73K
$321K
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 14.68% |
$7.91K - $8.36K
|
1.28K
$60.9K
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-224- 1.23% |
$8.06K - $8.51K
|
18K
$858K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-668- 4.88% |
$24K - $25.4K
|
13K
$621K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-760Closed |
$27.3K - $28.9K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.11K- 14.48% |
$39.7K - $42K
|
6.53K
$311K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.3K- 0.94% |
$46.6K - $49.3K
|
137K
$6.53M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.33K- 75.52% |
$47.9K - $50.7K
|
432
$20.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.36K- 5.69% |
$48.8K - $51.6K
|
22.5K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.08K- 1.63% |
$74.7K - $78.9K
|
125K
$5.98M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.84K- 8.32% |
$102K - $108K
|
31.3K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.12K- 37.98% |
$148K - $156K
|
6.72K
$320K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.68K- 19.34% |
$204K - $216K
|
23.7K
$1.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-6.16KClosed |
$222K - $234K
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-6.28KClosed |
$226K - $238K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.03K- 3.85% |
$253K - $267K
|
176K
$8.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.89K- 2.47% |
$320K - $338K
|
352K
$16.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.1K- 39.13% |
$722K - $763K
|
31.2K
$1.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-21.5K- 4.03% |
$773K - $817K
|
511K
$24.4M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-25.5K- 68.43% |
$918K - $971K
|
11.8K
$562K
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-40.9K- 16.73% |
$1.47M - $1.55M
|
204K
$9.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-72.5K- 38.57% |
$2.61M - $2.75M
|
115K
$5.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-301KClosed |
$10.8M - $11.4M
|
0
$0
|