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 |
---|---|---|---|---|---|---|---|
Jul 08, 2021
Q1 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.6KNew |
$210K - $246K
|
1.6K
$64.2K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.59K+ 11.69% |
$209K - $244K
|
15.2K
$608K
|
|
May 14, 2021
Q1 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.57KNew |
$207K - $241K
|
1.57K
$63.1K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 9.14% |
$201K - $235K
|
18.3K
$733K
|
|
May 17, 2021
Q1 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.48KNew |
$194K - $227K
|
1.48K
$59.2K
|
|
Apr 26, 2021
Q1 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.37KNew |
$180K - $210K
|
1.37K
$55K
|
|
May 12, 2021
Q1 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.35KNew |
$177K - $206K
|
1.35K
$54K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.32K+ 22.9% |
$174K - $203K
|
7.1K
$285K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.31K+ 530.36% |
$172K - $201K
|
1.56K
$62.5K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.26K+ 0.61% |
$165K - $193K
|
208K
$8.33M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.19K+ 0.42% |
$157K - $183K
|
284K
$11.4M
|
|
Apr 16, 2021
Q1 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.06K+ 3.83% |
$139K - $162K
|
28.6K
$1.15M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
989+ 2.45% |
$130K - $152K
|
41.4K
$1.66M
|
|
May 14, 2021
Q1 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
936+ 4.83% |
$123K - $144K
|
20.3K
$815K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
893+ 123.17% |
$117K - $137K
|
1.62K
$64.9K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
872New |
$115K - $134K
|
872
$35K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
715+ 6.26% |
$94K - $110K
|
12.1K
$487K
|
|
May 12, 2021
Q1 2021
|
Brr Op Co, LLC
|
BUY
|
- |
674+ 13.55% |
$88.6K - $103K
|
5.65K
$227K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
658+ 0.24% |
$86.5K - $101K
|
275K
$11M
|
|
May 10, 2021
Q1 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
648New |
$85.1K - $99.4K
|
648
$26K
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
641+ 22.38% |
$84.2K - $98.4K
|
3.51K
$141K
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
633+ 131.6% |
$83.2K - $97.1K
|
1.11K
$44.7K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
487New |
$64K - $74.7K
|
487
$19.5K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
384+ 7.37% |
$50.5K - $58.9K
|
5.59K
$224K
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
311+ 0.82% |
$40.9K - $47.7K
|
38.4K
$1.54M
|
|
May 13, 2021
Q1 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
289+ 96.33% |
$38K - $44.4K
|
589
$23.6K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
283+ 10.44% |
$37.2K - $43.4K
|
3K
$120K
|
|
Aug 11, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
272+ 6.88% |
$35.7K - $41.7K
|
4.22K
$169K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
272+ 5.19% |
$35.7K - $41.7K
|
5.51K
$221K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
265New |
$34.8K - $40.7K
|
265
$10.6K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
238+ 10.05% |
$31.3K - $36.5K
|
2.61K
$105K
|
|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
218New |
$28.6K - $33.5K
|
218
$8.75K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
202+ 4040.0% |
$26.5K - $31K
|
207
$8.3K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
190+ 3.4% |
$25K - $29.2K
|
5.77K
$232K
|
|
Apr 29, 2021
Q1 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
184+ 2.18% |
$24.2K - $28.2K
|
8.64K
$347K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
177+ 9.15% |
$23.3K - $27.2K
|
2.11K
$84.7K
|
|
Apr 08, 2021
Q1 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
165+ 8.22% |
$21.7K - $25.3K
|
2.17K
$87.2K
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
164+ 4.33% |
$21.5K - $25.2K
|
3.95K
$159K
|
|
May 10, 2021
Q1 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
144+ 82.76% |
$18.9K - $22.1K
|
318
$12.8K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
140New |
$18.4K - $21.5K
|
140
$5.62K
|
|
May 03, 2021
Q1 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
78+ 14.13% |
$10.2K - $12K
|
630
$25.3K
|
|
May 07, 2021
Q1 2021
|
Gs Investments, Inc.
|
BUY
|
- |
70+ 7.54% |
$9.2K - $10.7K
|
998
$40K
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
66+ 0.58% |
$8.67K - $10.1K
|
11.4K
$458K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
55+ 0.83% |
$7.23K - $8.44K
|
6.68K
$268K
|
|
May 10, 2021
Q1 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
53+ 0.99% |
$6.96K - $8.13K
|
5.42K
$218K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44+ 1.34% |
$5.78K - $6.75K
|
3.33K
$134K
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
42+ 0.21% |
$5.52K - $6.45K
|
19.9K
$798K
|
|
Apr 20, 2021
Q1 2021
|
Private Ocean, LLC
|
BUY
|
- |
41+ 0.07% |
$5.39K - $6.29K
|
57.5K
$2.31M
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
35New |
$4.6K - $5.37K
|
35
$1.4K
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
26+ 1.19% |
$3.42K - $3.99K
|
2.22K
$89.1K
|