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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.34% |
$171 - $186
|
1.2K
$57.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.45% |
$128 - $140
|
672
$32K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 0.0% |
$85.3 - $93.1
|
59.9K
$2.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$42.7 - $46.6
|
368
$17.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-40- 0.04% |
$1.71K - $1.86K
|
89.2K
$4.25M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-65- 0.2% |
$2.77K - $3.03K
|
32.1K
$1.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-71- 0.57% |
$3.03K - $3.31K
|
12.3K
$585K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-90- 0.97% |
$3.84K - $4.19K
|
9.22K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-93- 0.18% |
$3.97K - $4.33K
|
51.5K
$2.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-143- 0.62% |
$6.1K - $6.66K
|
22.9K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-331- 0.87% |
$14.1K - $15.4K
|
37.7K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-351- 0.62% |
$15K - $16.3K
|
56.1K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-451- 5.46% |
$19.2K - $21K
|
7.82K
$372K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-490- 49.7% |
$20.9K - $22.8K
|
496
$23.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-492- 1.25% |
$21K - $22.9K
|
38.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-511- 0.47% |
$21.8K - $23.8K
|
108K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-533- 2.6% |
$22.7K - $24.8K
|
19.9K
$951K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-552- 5.6% |
$23.5K - $25.7K
|
9.31K
$444K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-702- 0.6% |
$29.9K - $32.7K
|
117K
$5.57M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-771- 2.34% |
$32.9K - $35.9K
|
32.1K
$1.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-838- 9.05% |
$35.7K - $39K
|
8.42K
$401K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-876- 0.81% |
$37.4K - $40.8K
|
107K
$5.1M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 12.42% |
$52.8K - $57.6K
|
8.73K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.9K- 15.69% |
$124K - $135K
|
15.6K
$743K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.23K- 0.78% |
$223K - $243K
|
668K
$31.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.71K- 0.38% |
$329K - $359K
|
2.04M
$97M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.81K- 88.29% |
$376K - $410K
|
1.17K
$55.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.82K- 6.41% |
$376K - $411K
|
129K
$6.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-11.7K- 8.41% |
$501K - $547K
|
128K
$6.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-12K- 1.44% |
$511K - $557K
|
820K
$39.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-17.1K- 5.94% |
$731K - $798K
|
271K
$12.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.3K- 62.36% |
$906K - $989K
|
12.8K
$611K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-41.8K- 31.69% |
$1.78M - $1.94M
|
90K
$4.29M
|