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 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4+ 0.18% |
$598 - $661
|
2.18K
$87.7K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.04% |
$598 - $661
|
10.5K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.35% |
$598 - $661
|
1.16K
$46.6K
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.22% |
$598 - $661
|
1.8K
$72.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.21% |
$448 - $496
|
1.45K
$58.5K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.07% |
$448 - $496
|
4.05K
$163K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.17% |
$448 - $496
|
1.74K
$69.9K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.02% |
$299 - $331
|
12.1K
$485K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$299 - $331
|
3.17K
$127K
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.37% |
$149 - $165
|
268
$10.8K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1+ 1.23% |
$149 - $165
|
82
$3.3K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.11% |
$149 - $165
|
906
$36.5K
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 0.02% |
$149 - $165
|
5.48K
$221K
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
SELL
|
- |
-4- 0.06% |
$598 - $661
|
6.49K
$261K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-7- 0.02% |
$1.05K - $1.16K
|
38.3K
$1.54M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-7- 0.08% |
$1.05K - $1.16K
|
9.05K
$364K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-7- 0.55% |
$1.05K - $1.16K
|
1.27K
$50.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-7- 0.43% |
$1.05K - $1.16K
|
1.62K
$65.1K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-8- 0.06% |
$1.2K - $1.32K
|
14.4K
$578K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-14- 0.74% |
$2.09K - $2.31K
|
1.88K
$75.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-15- 0.11% |
$2.24K - $2.48K
|
13.4K
$539K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-17- 30.36% |
$2.54K - $2.81K
|
39
$1.57K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-18- 10.4% |
$2.69K - $2.98K
|
155
$6.24K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-18- 0.07% |
$2.69K - $2.98K
|
27.4K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19- 2.26% |
$2.84K - $3.14K
|
820
$33K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-20- 1.52% |
$2.99K - $3.31K
|
1.3K
$52.2K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-23- 1.54% |
$3.44K - $3.8K
|
1.47K
$59K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24- 1.26% |
$3.59K - $3.97K
|
1.89K
$75.9K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-25- 0.41% |
$3.74K - $4.13K
|
6.15K
$247K
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-37- 1.92% |
$5.53K - $6.12K
|
1.89K
$76.2K
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-39- 0.97% |
$5.83K - $6.45K
|
3.99K
$161K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 2.16% |
$5.98K - $6.61K
|
1.81K
$72.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-40- 0.65% |
$5.98K - $6.61K
|
6.08K
$245K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-41- 0.54% |
$6.13K - $6.78K
|
7.6K
$306K
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-47- 0.96% |
$7.03K - $7.77K
|
4.87K
$196K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-49- 8.28% |
$7.32K - $8.1K
|
543
$21.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-53- 3.38% |
$7.92K - $8.76K
|
1.52K
$61K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-55- 0.77% |
$8.22K - $9.09K
|
7.13K
$287K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-62- 7.92% |
$9.27K - $10.3K
|
721
$29K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-64- 0.29% |
$9.57K - $10.6K
|
21.9K
$883K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-85- 0.85% |
$12.7K - $14.1K
|
9.91K
$399K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-91- 1.09% |
$13.6K - $15K
|
8.25K
$332K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-100- 0.22% |
$14.9K - $16.5K
|
46.4K
$1.87M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-103- 2.45% |
$15.4K - $17K
|
4.1K
$165K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
SELL
|
- |
-104- 17.81% |
$15.5K - $17.2K
|
480
$19.3K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-122- 1.43% |
$18.2K - $20.2K
|
8.44K
$340K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-138- 28.34% |
$20.6K - $22.8K
|
349
$14K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-143- 1.84% |
$21.4K - $23.6K
|
7.64K
$307K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-150- 3.24% |
$22.4K - $24.8K
|
4.47K
$180K
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-151- 0.1% |
$22.6K - $25K
|
154K
$6.2M
|