Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q3 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 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
209K+ 120.56% |
$8.9M - $9.71M
|
382K
$18.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
95.4K+ 681.42% |
$4.07M - $4.44M
|
109K
$5.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
50KNew |
$2.13M - $2.33M
|
50K
$2.38M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.1KNew |
$1.92M - $2.1M
|
45.1K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
41.5KNew |
$1.77M - $1.93M
|
41.5K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.8K+ 45.16% |
$1.01M - $1.11M
|
76.4K
$3.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.3K+ 21.26% |
$949K - $1.04M
|
127K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 185.24% |
$739K - $806K
|
26.7K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.4K+ 3.44% |
$659K - $719K
|
465K
$22.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.5K+ 3.91% |
$617K - $673K
|
385K
$18.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
13.4KNew |
$572K - $624K
|
13.4K
$639K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12KNew |
$513K - $560K
|
12K
$573K
|
|
|
Nov 08, 2024
Q3 2024
|
Retireful, LLC
|
BUY
|
- |
9.91KNew |
$422K - $461K
|
9.91K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.39K+ 86.37% |
$400K - $437K
|
20.3K
$965K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.81K+ 2.07% |
$376K - $410K
|
435K
$20.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.71K+ 25.23% |
$329K - $359K
|
38.3K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.45K+ 3.44% |
$318K - $347K
|
224K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.44K+ 59.9% |
$317K - $347K
|
19.9K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.96K+ 100.2% |
$254K - $277K
|
11.9K
$567K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.76KNew |
$246K - $268K
|
5.76K
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.7KNew |
$200K - $219K
|
4.7K
$224K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.66KNew |
$199K - $217K
|
4.66K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
4.3KNew |
$183K - $200K
|
4.3K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.04K+ 12.32% |
$172K - $188K
|
36.8K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.32K+ 6.72% |
$141K - $154K
|
52.7K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.17K+ 4.55% |
$92.6K - $101K
|
49.8K
$2.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
1.51KNew |
$64.5K - $70.4K
|
1.51K
$72K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.36K+ 2.34% |
$58K - $63.4K
|
59.4K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
1.36KNew |
$57.9K - $63.2K
|
1.36K
$64.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.05K+ 1.83% |
$45K - $49.1K
|
58.7K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1K+ 1.61% |
$42.7K - $46.6K
|
63.1K
$3.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
753+ 0.64% |
$32.1K - $35.1K
|
119K
$5.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
746+ 4.21% |
$31.8K - $34.7K
|
18.5K
$879K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
742+ 1.0% |
$31.6K - $34.5K
|
75.3K
$3.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 3.57% |
$26.8K - $29.3K
|
18.3K
$870K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
566+ 122.25% |
$24.1K - $26.3K
|
1.03K
$49K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
500New |
$21.3K - $23.3K
|
500
$23.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
330+ 0.79% |
$14.1K - $15.4K
|
42.4K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
320+ 0.89% |
$13.6K - $14.9K
|
36.2K
$1.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
226+ 3.19% |
$9.64K - $10.5K
|
7.31K
$348K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
202+ 23.09% |
$8.62K - $9.4K
|
1.08K
$51.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$6.82K - $7.45K
|
160
$7.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
89+ 1.13% |
$3.8K - $4.14K
|
7.96K
$379K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
43+ 0.63% |
$1.83K - $2K
|
6.87K
$327K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25+ 1.67% |
$1.07K - $1.16K
|
1.52K
$72.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
19+ 0.32% |
$810 - $884
|
5.93K
$283K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
16+ 0.22% |
$682 - $745
|
7.28K
$347K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 0.06% |
$597 - $652
|
23.4K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
12+ 0.14% |
$512 - $559
|
8.56K
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.14% |
$256 - $279
|
4.27K
$203K
|