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 |
---|---|---|---|---|---|---|---|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-199- 3.31% |
$26.1K - $30.5K
|
5.81K
$233K
|
|
Apr 16, 2021
Q1 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 6.34% |
$26.3K - $30.7K
|
2.95K
$119K
|
|
May 17, 2021
Q1 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-204- 13.86% |
$26.8K - $31.3K
|
1.27K
$50.9K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-204- 5.73% |
$26.8K - $31.3K
|
3.36K
$135K
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-227- 0.15% |
$29.8K - $34.8K
|
151K
$6.08M
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-227Closed |
$29.8K - $34.8K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-244Closed |
$32.1K - $37.4K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-250Closed |
$32.9K - $38.4K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-250- 4.39% |
$32.9K - $38.4K
|
5.44K
$218K
|
|
May 12, 2021
Q1 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-250- 9.67% |
$32.9K - $38.4K
|
2.34K
$93.7K
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-252- 5.17% |
$33.1K - $38.7K
|
4.63K
$186K
|
|
Apr 14, 2021
Q1 2021
|
Resource Planning Group
|
SELL
|
- |
-259- 2.56% |
$34K - $39.7K
|
9.86K
$396K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-272- 4.94% |
$35.7K - $41.7K
|
5.24K
$210K
|
|
May 13, 2021
Q1 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-283- 0.22% |
$37.2K - $43.4K
|
126K
$5.06M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-284- 9.15% |
$37.3K - $43.6K
|
2.82K
$113K
|
|
May 03, 2021
Q1 2021
|
Hoese & CO LLP
|
SELL
|
- |
-284- 22.05% |
$37.3K - $43.6K
|
1K
$40.3K
|
|
May 14, 2021
Q1 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-295- 0.21% |
$38.8K - $45.3K
|
141K
$5.65M
|
|
May 05, 2021
Q1 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-298- 9.91% |
$39.2K - $45.7K
|
2.71K
$109K
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-299- 3.65% |
$39.3K - $45.9K
|
7.9K
$317K
|
|
May 04, 2021
Q1 2021
|
Savant Capital, LLC
|
SELL
|
- |
-300- 13.4% |
$39.4K - $46K
|
1.94K
$77.8K
|
|
May 11, 2021
Q1 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-325- 2.56% |
$42.7K - $49.9K
|
12.4K
$497K
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-345- 2.1% |
$45.3K - $52.9K
|
16.1K
$644K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-353- 86.31% |
$46.4K - $54.2K
|
56
$2.25K
|
|
Apr 21, 2021
Q1 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-373- 9.82% |
$49K - $57.2K
|
3.43K
$137K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-379- 74.61% |
$49.8K - $58.2K
|
129
$5.18K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-400Closed |
$52.6K - $61.4K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-405- 4.02% |
$53.2K - $62.2K
|
9.67K
$388K
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
SELL
|
- |
-429- 13.88% |
$56.4K - $65.8K
|
2.66K
$107K
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-438- 20.45% |
$57.6K - $67.2K
|
1.7K
$68.4K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-439- 32.59% |
$57.7K - $67.4K
|
908
$36.4K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-473- 11.96% |
$62.2K - $72.6K
|
3.48K
$140K
|
|
May 07, 2021
Q1 2021
|
Davidson Trust CO
|
SELL
|
- |
-495- 16.88% |
$65K - $76K
|
2.44K
$97.8K
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-507- 6.28% |
$66.6K - $77.8K
|
7.57K
$304K
|
|
May 05, 2021
Q1 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-507- 4.34% |
$66.6K - $77.8K
|
11.2K
$449K
|
|
Apr 23, 2021
Q1 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-516- 0.68% |
$67.8K - $79.2K
|
74.9K
$3.01M
|
|
May 12, 2021
Q1 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-575- 18.64% |
$75.6K - $88.2K
|
2.51K
$101K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-600- 26.37% |
$78.8K - $92.1K
|
1.68K
$67.2K
|
|
May 12, 2021
Q1 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-620- 18.95% |
$81.5K - $95.2K
|
2.65K
$106K
|
|
Apr 29, 2021
Q1 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-760- 1.39% |
$99.9K - $117K
|
54.1K
$2.17M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-799- 0.26% |
$105K - $123K
|
306K
$12.3M
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-841- 12.45% |
$111K - $129K
|
5.91K
$237K
|
|
May 17, 2021
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-860- 9.28% |
$113K - $132K
|
8.41K
$337K
|
|
Jan 27, 2023
Q1 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-860- 9.28% |
$113K - $132K
|
8.41K
$337K
|
|
May 05, 2021
Q1 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-865- 19.37% |
$114K - $133K
|
3.6K
$144K
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-868- 80.97% |
$114K - $133K
|
204
$8.18K
|
|
May 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-878- 29.97% |
$115K - $135K
|
2.05K
$82.3K
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-928- 1.13% |
$122K - $142K
|
81K
$3.25M
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-993- 5.48% |
$130K - $152K
|
17.1K
$687K
|
|
May 14, 2021
Q1 2021
|
Natixis
Paris, I0 |
SELL
|
- |
-1.34K- 25.58% |
$176K - $205K
|
3.9K
$156K
|
|
May 13, 2021
Q1 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.43KClosed |
$188K - $220K
|
0
$0
|