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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2.3K+ 2.14% |
$343K - $380K
|
110K
$4.59M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.25K+ 0.95% |
$337K - $373K
|
240K
$10.1M
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.2K+ 3.07% |
$329K - $364K
|
73.9K
$3.09M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.17KNew |
$325K - $359K
|
2.17K
$91K
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.14K+ 16.76% |
$320K - $354K
|
14.9K
$624K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14KNew |
$320K - $354K
|
2.14K
$89.6K
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.08K+ 29.18% |
$311K - $344K
|
9.2K
$386K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
2.04K+ 67.84% |
$304K - $337K
|
5.04K
$211K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 3.51% |
$303K - $335K
|
59.7K
$2.5M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.03KNew |
$303K - $335K
|
2.03K
$84.8K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2KNew |
$299K - $331K
|
2K
$83.8K
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.99K+ 0.42% |
$297K - $329K
|
479K
$20.1M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.98KNew |
$296K - $328K
|
1.98K
$83K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.9KNew |
$284K - $314K
|
1.9K
$79.5K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.86KNew |
$278K - $308K
|
1.86K
$77.9K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.82K+ 2.67% |
$272K - $301K
|
69.8K
$2.92M
|
|
May 19, 2023
Q1 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
1.8KNew |
$269K - $298K
|
1.8K
$75.4K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.8KNew |
$268K - $297K
|
1.8K
$75.2K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 0.51% |
$240K - $265K
|
314K
$13.2M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$238K - $263K
|
1.59K
$66.6K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.59K+ 4.49% |
$237K - $263K
|
36.9K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.46K+ 2.15% |
$218K - $242K
|
69.4K
$2.91M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.46KNew |
$218K - $241K
|
1.46K
$61.2K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
BUY
|
- |
1.38K+ 5.07% |
$207K - $229K
|
28.7K
$1.2M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.3KNew |
$195K - $216K
|
1.3K
$54.6K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.29KNew |
$193K - $213K
|
1.29K
$54K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 32.72% |
$184K - $204K
|
4.99K
$209K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.22K+ 47.4% |
$183K - $202K
|
3.8K
$159K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.16KNew |
$173K - $191K
|
1.16K
$48.4K
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
1.08K+ 3.12% |
$161K - $178K
|
35.6K
$1.49M
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
984+ 15.74% |
$147K - $163K
|
7.24K
$303K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
968+ 27.42% |
$145K - $160K
|
4.5K
$188K
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
965New |
$144K - $160K
|
965
$40.4K
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
932New |
$139K - $154K
|
932
$39K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
913+ 8.03% |
$136K - $151K
|
12.3K
$514K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
855New |
$128K - $141K
|
855
$35.8K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
714+ 12.83% |
$107K - $118K
|
6.28K
$263K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
707+ 31.04% |
$106K - $117K
|
2.99K
$125K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
599New |
$89.5K - $99K
|
599
$25.1K
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
537+ 14.03% |
$80.3K - $88.8K
|
4.36K
$183K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
523+ 1.96% |
$78.2K - $86.5K
|
27.3K
$1.14M
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
496+ 0.35% |
$74.1K - $82K
|
143K
$6M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
474+ 10.57% |
$70.8K - $78.4K
|
4.96K
$208K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
473New |
$70.7K - $78.2K
|
473
$19.8K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
416+ 226.09% |
$62.2K - $68.8K
|
600
$25.1K
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
413New |
$61.7K - $68.3K
|
413
$17.3K
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
354+ 10.16% |
$52.9K - $58.5K
|
3.84K
$161K
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
340+ 17.49% |
$50.8K - $56.2K
|
2.28K
$95.7K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
316+ 1.19% |
$47.2K - $52.3K
|
26.8K
$1.12M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
300+ 11.71% |
$44.8K - $49.6K
|
2.86K
$120K
|