Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
382K+ 31822.02% |
$57M - $63.1M
|
383K
$16M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
82K+ 27346.0% |
$12.3M - $13.6M
|
82.3K
$3.45M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
74.1KNew |
$11.1M - $12.3M
|
74.1K
$3.1M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
58.7K+ 9031.85% |
$8.77M - $9.71M
|
59.4K
$2.49M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 3.85% |
$3.44M - $3.8M
|
621K
$26M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21.7K+ 3.71% |
$3.24M - $3.58M
|
605K
$25.4M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
20KNew |
$2.99M - $3.31M
|
20K
$839K
|
|
|
May 15, 2023
Q1 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
19.4KNew |
$2.9M - $3.21M
|
19.4K
$813K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
19.2K+ 2.34% |
$2.87M - $3.18M
|
841K
$35.2M
|
|
|
May 02, 2023
Q1 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
19.2K+ 20.19% |
$2.87M - $3.18M
|
114K
$4.8M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.8KNew |
$2.51M - $2.78M
|
16.8K
$703K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6KNew |
$2.48M - $2.74M
|
16.6K
$695K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.1K+ 6.66% |
$2.4M - $2.65M
|
257K
$10.8M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.2KNew |
$2.12M - $2.34M
|
14.2K
$594K
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
13.2K+ 476.5% |
$1.97M - $2.18M
|
15.9K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.9K+ 46.77% |
$1.92M - $2.13M
|
40.3K
$1.69M
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.8K+ 8131.85% |
$1.91M - $2.11M
|
12.9K
$541K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
12.2K+ 19.97% |
$1.82M - $2.01M
|
73.2K
$3.07M
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
BUY
|
- |
11.5KNew |
$1.73M - $1.91M
|
11.5K
$484K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
10.5K+ 26.68% |
$1.57M - $1.73M
|
49.8K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 93.32% |
$1.53M - $1.69M
|
21.1K
$886K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.39K+ 0.87% |
$1.4M - $1.55M
|
1.09M
$45.6M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8.46K+ 3.97% |
$1.27M - $1.4M
|
222K
$9.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
7.57KNew |
$1.13M - $1.25M
|
7.57K
$317K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.51K+ 257.33% |
$973K - $1.08M
|
9.04K
$379K
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
6.27KNew |
$936K - $1.04M
|
6.27K
$262K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.86KNew |
$875K - $968K
|
5.86K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.51KNew |
$823K - $911K
|
5.51K
$231K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
5.12K+ 4.99% |
$765K - $847K
|
108K
$4.52M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.96K+ 67.81% |
$741K - $819K
|
12.3K
$514K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.96K+ 67.81% |
$741K - $819K
|
12.3K
$514K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.93KNew |
$736K - $814K
|
4.93K
$206K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
4.85K+ 6.01% |
$726K - $803K
|
85.6K
$3.58M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.57K+ 21.85% |
$682K - $755K
|
25.5K
$1.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.55K+ 1.94% |
$680K - $752K
|
239K
$10M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.69KNew |
$551K - $609K
|
3.69K
$154K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.56KNew |
$532K - $588K
|
3.56K
$149K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
3.27K+ 1.12% |
$488K - $540K
|
295K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23K+ 7.43% |
$483K - $535K
|
46.7K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
3.03KNew |
$452K - $500K
|
3.03K
$127K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.93KNew |
$438K - $485K
|
2.93K
$123K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.93K+ 20.55% |
$437K - $484K
|
17.2K
$719K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2.76K+ 30711.11% |
$413K - $457K
|
2.77K
$116K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.64KNew |
$395K - $437K
|
2.64K
$111K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.63K+ 78.84% |
$393K - $434K
|
5.96K
$250K
|
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.62K+ 4.74% |
$392K - $433K
|
57.9K
$2.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.59K+ 2.63% |
$387K - $428K
|
101K
$4.24M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.4K+ 310.59% |
$359K - $398K
|
3.18K
$133K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
BUY
|
- |
2.37KNew |
$355K - $392K
|
2.37K
$99.4K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.31K+ 46140.0% |
$345K - $381K
|
2.31K
$96.8K
|