Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2021
Q1 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
345K+ 22700.92% |
$45.4M - $53M
|
347K
$13.9M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
159K+ 66.12% |
$20.9M - $24.4M
|
400K
$16.1M
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
119K+ 306.21% |
$15.6M - $18.2M
|
157K
$6.31M
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
51.3K+ 18.65% |
$6.73M - $7.87M
|
326K
$13.1M
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.3K+ 5.12% |
$5.95M - $6.95M
|
930K
$37.3M
|
|
Jun 08, 2021
Q1 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
30.6KNew |
$4.02M - $4.7M
|
30.6K
$1.23M
|
|
May 14, 2021
Q1 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25.9K+ 90.99% |
$3.4M - $3.97M
|
54.3K
$2.18M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
22.8K+ 64.94% |
$2.99M - $3.49M
|
57.8K
$2.32M
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
20.3K+ 657.68% |
$2.67M - $3.11M
|
23.4K
$938K
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
18.4KNew |
$2.42M - $2.83M
|
18.4K
$739K
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
17.5KNew |
$2.3M - $2.69M
|
17.5K
$703K
|
|
Apr 14, 2021
Q1 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
17.3K+ 559.33% |
$2.27M - $2.66M
|
20.4K
$818K
|
|
Apr 12, 2021
Q1 2021
|
Jackson Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$2.13M - $2.49M
|
16.2K
$650K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.7K+ 34.21% |
$2.06M - $2.41M
|
61.6K
$2.47M
|
|
Apr 15, 2021
Q1 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13.8K+ 3.46% |
$1.81M - $2.11M
|
412K
$16.5M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.7K+ 167.94% |
$1.81M - $2.11M
|
21.9K
$880K
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.9K+ 4.85% |
$1.7M - $1.98M
|
280K
$11.2M
|
|
May 18, 2021
Q1 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.6KNew |
$1.39M - $1.62M
|
10.6K
$424K
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
10.1K+ 21.39% |
$1.32M - $1.54M
|
57.1K
$2.29M
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.4KNew |
$1.24M - $1.44M
|
9.4K
$377K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
9.08K+ 20.67% |
$1.19M - $1.39M
|
53K
$2.13M
|
|
May 10, 2021
Q1 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
7.92KNew |
$1.04M - $1.21M
|
7.92K
$318K
|
|
May 14, 2021
Q1 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.65K+ 17.62% |
$874K - $1.02M
|
44.4K
$1.78M
|
|
May 04, 2021
Q1 2021
|
Ieq Capital, LLC
|
BUY
|
- |
5.57KNew |
$732K - $855K
|
5.57K
$224K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.35K+ 9.57% |
$703K - $821K
|
61.2K
$2.46M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
5.27K+ 4.62% |
$692K - $808K
|
119K
$4.79M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
4.91KNew |
$645K - $753K
|
4.91K
$197K
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
4.81K+ 41.01% |
$632K - $738K
|
16.5K
$663K
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
4.65K+ 277.51% |
$611K - $714K
|
6.33K
$254K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.6K+ 14.16% |
$605K - $706K
|
37.1K
$1.49M
|
|
Apr 23, 2021
Q1 2021
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
4.26K+ 5.17% |
$560K - $654K
|
86.7K
$3.48M
|
|
May 07, 2021
Q1 2021
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
4KNew |
$526K - $614K
|
4K
$160K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.14K+ 42.6% |
$412K - $481K
|
10.5K
$421K
|
|
May 05, 2021
Q1 2021
|
Cadence Bank Na
|
BUY
|
- |
3.06KNew |
$402K - $469K
|
3.06K
$123K
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
3.03KNew |
$398K - $465K
|
3.03K
$122K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.81K+ 144.47% |
$369K - $431K
|
4.76K
$191K
|
|
May 11, 2021
Q1 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.79K+ 116.66% |
$366K - $428K
|
5.18K
$208K
|
|
Apr 29, 2021
Q1 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.63K+ 35.96% |
$346K - $404K
|
9.96K
$400K
|
|
May 10, 2021
Q1 2021
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.47KNew |
$325K - $380K
|
2.47K
$99.2K
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
2.14KNew |
$282K - $329K
|
2.14K
$86K
|
|
May 10, 2021
Q1 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.06K+ 11.49% |
$270K - $316K
|
20K
$801K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.01KNew |
$263K - $308K
|
2.01K
$80.4K
|
|
Apr 15, 2021
Q1 2021
|
Rothschild Investment Corp
|
BUY
|
- |
2K+ 3.02% |
$263K - $307K
|
68.3K
$2.74M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 1.95% |
$248K - $290K
|
98.8K
$3.96M
|
|
May 05, 2021
Q1 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
1.87K+ 102.13% |
$246K - $287K
|
3.7K
$148K
|
|
May 11, 2021
Q1 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.85KNew |
$243K - $284K
|
1.85K
$74.1K
|
|
May 18, 2021
Q1 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.72KNew |
$226K - $264K
|
1.72K
$68.9K
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.65K+ 108.77% |
$217K - $253K
|
3.17K
$127K
|
|
May 13, 2021
Q1 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.62K+ 5.12% |
$213K - $248K
|
33.2K
$1.33M
|
|
May 14, 2021
Q1 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.61K+ 102.29% |
$211K - $246K
|
3.17K
$127K
|