Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.11% |
$106 - $120
|
2.72K
$131K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.45% |
$106 - $120
|
668
$32.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.36% |
$70.5 - $79.8
|
550
$26.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.93% |
$35.3 - $39.9
|
109
$5.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-27- 0.2% |
$952 - $1.08K
|
13.8K
$665K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-45- 0.37% |
$1.59K - $1.8K
|
12.2K
$589K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-78- 0.67% |
$2.75K - $3.11K
|
11.5K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-115- 1.61% |
$4.05K - $4.59K
|
7.03K
$339K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-130- 0.32% |
$4.58K - $5.19K
|
40.5K
$1.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 5.28% |
$5.64K - $6.39K
|
2.87K
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-206- 0.19% |
$7.26K - $8.22K
|
110K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-243- 1.85% |
$8.57K - $9.7K
|
12.9K
$623K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-344- 0.29% |
$12.1K - $13.7K
|
117K
$5.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-466- 3.17% |
$16.4K - $18.6K
|
14.2K
$686K
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-532- 2.23% |
$18.8K - $21.2K
|
23.4K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-567- 6.33% |
$20K - $22.6K
|
8.39K
$404K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-594- 6.33% |
$20.9K - $23.7K
|
8.8K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-834- 11.29% |
$29.4K - $33.3K
|
6.55K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.14K- 9.71% |
$40K - $45.3K
|
10.6K
$509K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.26K- 13.14% |
$44.3K - $50.2K
|
8.32K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.91K- 4.41% |
$67.2K - $76.1K
|
41.4K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2K- 4.05% |
$70.4K - $79.8K
|
47.4K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-3.74K- 35.28% |
$132K - $149K
|
6.87K
$331K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.2K- 11.12% |
$148K - $168K
|
33.6K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.2K- 49.73% |
$183K - $207K
|
5.25K
$253K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.47K- 40.72% |
$263K - $298K
|
10.9K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-9.77K- 18.56% |
$344K - $390K
|
42.9K
$2.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 10.82% |
$369K - $418K
|
86.3K
$4.16M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.6K- 1.73% |
$410K - $465K
|
662K
$31.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.4K- 8.76% |
$437K - $495K
|
129K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-21K- 73.86% |
$742K - $840K
|
7.45K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.4K- 1.62% |
$1.39M - $1.57M
|
2.4M
$115M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 57.47% |
$1.39M - $1.58M
|
29.2K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.2K- 39.44% |
$1.66M - $1.88M
|
72.5K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-63.8K- 17.26% |
$2.25M - $2.55M
|
306K
$14.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-64.6K- 8.9% |
$2.28M - $2.58M
|
662K
$31.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-455K- 48.51% |
$16M - $18.2M
|
483K
$23.3M
|