Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PRF)

PRF Quotes by TradingView

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 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
300
+ 11.71%
$44.8K - $49.6K
2.86K $117K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
291
+ 10.9%
$43.5K - $48.1K
2.96K $121K
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
290
+ 6.01%
$43.3K - $48K
5.11K $209K
May 04, 2023 Q1 2023
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
276
+ 1.15%
$41.3K - $45.6K
24.3K $991K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
267
+ 31.82%
$39.9K - $44.1K
1.11K $45.2K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
234
+ 1.6%
$35K - $38.7K
14.9K $608K
Apr 20, 2023 Q1 2023
Princeton Global Asset Management LLC

BUY
 -
230
New
$34.4K - $38K
230 $9.4K
May 11, 2023 Q1 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
223
+ 2.08%
$33.3K - $36.9K
10.9K $446K
Apr 25, 2023 Q1 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
200
+ 4.46%
$29.9K - $33.1K
4.69K $191K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
199
+ 0.48%
$29.7K - $32.9K
41.4K $1.69M
Apr 07, 2023 Q1 2023
Kwb Wealth

Redlands, CA
BUY
 -
181
+ 0.62%
$27.1K - $29.9K
29.3K $1.2M
May 08, 2023 Q1 2023
Baker Ellis Asset Management LLC

BUY
 -
180
+ 0.28%
$26.9K - $29.8K
64.8K $2.65M
May 02, 2023 Q1 2023
Savant Capital, LLC

BUY
 -
177
+ 7.48%
$26.5K - $29.3K
2.54K $104K
May 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
175
+ 7.13%
$26.2K - $28.9K
2.63K $107K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
156
+ 2.86%
$23.3K - $25.8K
5.61K $229K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
147
New
$22K - $24.3K
147 $6.01K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
136
New
$20.3K - $22.5K
136 $5.56K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
132
+ 0.33%
$19.7K - $21.8K
40K $1.63M
Aug 22, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
128
+ 7.29%
$19.1K - $21.2K
1.89K $77K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
126
+ 4.2%
$18.8K - $20.8K
3.13K $128K
Apr 13, 2023 Q1 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
121
+ 1.76%
$18.1K - $20K
7.01K $286K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
111
+ 0.78%
$16.6K - $18.4K
14.4K $587K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
100
+ 0.54%
$14.9K - $16.5K
18.5K $755K
May 04, 2023 Q1 2023
Glassman Wealth Services

BUY
 -
94
+ 5.34%
$14.1K - $15.5K
1.86K $75.8K
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
92
New
$13.8K - $15.2K
92 $3.76K
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
83
+ 3.06%
$12.4K - $13.7K
2.8K $114K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
83
+ 29.86%
$12.4K - $13.7K
361 $14.8K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

BUY
 -
80
+ 36.2%
$12K - $13.2K
301 $12.3K
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
72
+ 0.34%
$10.8K - $11.9K
21.5K $880K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
62
New
$9.27K - $10.3K
62 $2.53K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
58
New
$8.67K - $9.59K
58 $2.37K
May 04, 2023 Q1 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
53
+ 0.26%
$7.92K - $8.76K
20.2K $828K
Apr 20, 2023 Q1 2023
Mayfair Advisory Group, LLC

Birmingham, AL
BUY
 -
50
+ 3.87%
$7.47K - $8.27K
1.34K $54.9K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
45
+ 104.65%
$6.73K - $7.44K
88 $3.6K
Apr 24, 2023 Q1 2023
Davidson Trust CO

BUY
 -
44
+ 2.33%
$6.58K - $7.28K
1.93K $78.9K
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
28
+ 0.7%
$4.19K - $4.63K
4.03K $165K
Jun 14, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
24
+ 1.27%
$3.59K - $3.97K
1.91K $78K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
24
New
$3.59K - $3.97K
24 $981
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
16
+ 0.55%
$2.39K - $2.65K
2.94K $120K
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
15
+ 0.02%
$2.24K - $2.48K
60.8K $2.48M
May 08, 2023 Q1 2023
Brighton Jones LLC

BUY
 -
13
+ 0.36%
$1.94K - $2.15K
3.58K $146K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
12
+ 0.05%
$1.79K - $1.98K
25.4K $1.04M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
11
+ 0.03%
$1.64K - $1.82K
33.9K $1.39M
Apr 13, 2023 Q1 2023
Welch Group, LLC

BUY
 -
11
+ 0.36%
$1.64K - $1.82K
3.06K $125K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
10
+ 0.16%
$1.49K - $1.65K
6.32K $258K
May 02, 2023 Q1 2023
Sightline Wealth Advisors, LLC

BUY
 -
9
+ 0.52%
$1.35K - $1.49K
1.76K $71.7K
May 12, 2023 Q1 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
7
+ 43.75%
$1.05K - $1.16K
23 $940
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
7
+ 0.46%
$1.05K - $1.16K
1.52K $62.2K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

BUY
 -
6
+ 0.3%
$897 - $992
2.02K $82.6K

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