Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 2022. 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 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-81- 1.92% |
$13.1K - $14.2K
|
4.13K
$173K
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-81- 0.09% |
$13.1K - $14.2K
|
86.2K
$3.61M
|
|
Apr 12, 2022
Q1 2022
|
Fortune 45 LLC
|
SELL
|
- |
-85- 5.27% |
$13.8K - $14.9K
|
1.53K
$64K
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
SELL
|
- |
-88- 0.46% |
$14.3K - $15.4K
|
19K
$795K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-89Closed |
$14.4K - $15.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-92- 4.16% |
$14.9K - $16.1K
|
2.12K
$88.7K
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$16.2K - $17.5K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-102- 1.6% |
$16.5K - $17.9K
|
6.28K
$263K
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-108- 0.16% |
$17.5K - $19K
|
66.8K
$2.8M
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-112- 0.32% |
$18.1K - $19.7K
|
34.7K
$1.45M
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-116- 16.57% |
$18.8K - $20.4K
|
584
$24.5K
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-118- 1.8% |
$19.1K - $20.7K
|
6.44K
$270K
|
|
May 03, 2022
Q1 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120- 7.94% |
$19.4K - $21.1K
|
1.39K
$58.3K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-135- 6.49% |
$21.9K - $23.7K
|
1.95K
$81.5K
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-147- 1.64% |
$23.8K - $25.8K
|
8.81K
$369K
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-150- 26.32% |
$24.3K - $26.3K
|
420
$17.6K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-162- 42.74% |
$26.2K - $28.4K
|
217
$9.09K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-163- 0.78% |
$26.4K - $28.6K
|
20.7K
$867K
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-168Closed |
$27.2K - $29.5K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-173- 6.2% |
$28K - $30.4K
|
2.62K
$110K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-176- 11.8% |
$28.5K - $30.9K
|
1.32K
$55.1K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-183Closed |
$29.6K - $32.1K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-185- 3.28% |
$30K - $32.5K
|
5.45K
$228K
|
|
May 13, 2022
Q1 2022
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-190- 2.37% |
$30.8K - $33.3K
|
7.83K
$328K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-194- 0.58% |
$31.4K - $34K
|
33.1K
$1.39M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-197- 3.2% |
$31.9K - $34.6K
|
5.97K
$250K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-201- 8.17% |
$32.6K - $35.3K
|
2.26K
$94.7K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-210- 9.83% |
$34K - $36.9K
|
1.93K
$80.7K
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-258- 5.15% |
$41.8K - $45.3K
|
4.75K
$199K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-275Closed |
$44.6K - $48.3K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-284- 23.49% |
$46K - $49.8K
|
925
$38.7K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-285- 2.2% |
$46.2K - $50K
|
12.6K
$530K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-306- 1.42% |
$49.6K - $53.7K
|
21.3K
$890K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-325- 3.06% |
$52.7K - $57K
|
10.3K
$432K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-342- 0.72% |
$55.4K - $60K
|
47.5K
$1.99M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-363Closed |
$58.8K - $63.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-386- 14.53% |
$62.5K - $67.7K
|
2.27K
$95.1K
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-416- 3.91% |
$67.4K - $73K
|
10.2K
$428K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-431- 23.16% |
$69.8K - $75.6K
|
1.43K
$59.9K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-451- 0.81% |
$73.1K - $79.1K
|
55K
$2.3M
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-460Closed |
$74.5K - $80.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-480- 46.6% |
$77.8K - $84.2K
|
550
$23K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-512- 3.76% |
$82.9K - $89.8K
|
13.1K
$549K
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-531- 6.33% |
$86K - $93.2K
|
7.86K
$329K
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-541- 4.3% |
$87.6K - $94.9K
|
12K
$504K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-550- 13.39% |
$89.1K - $96.5K
|
3.56K
$149K
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-600- 21.83% |
$97.2K - $105K
|
2.15K
$90K
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-647- 6.52% |
$105K - $114K
|
9.27K
$388K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-710- 2.92% |
$115K - $125K
|
23.6K
$987K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-789- 5.88% |
$128K - $138K
|
12.6K
$529K
|