Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 2024. 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 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.1K+ 0.44% |
$72.8K - $80.9K
|
482K
$19.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.06K+ 83.38% |
$71.4K - $79.3K
|
4.54K
$183K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.02K+ 2.11% |
$70K - $77.8K
|
98.1K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.02K+ 3.87% |
$69.9K - $77.7K
|
54.3K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2KNew |
$69.2K - $76.9K
|
2K
$80.5K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2K+ 17.07% |
$69.1K - $76.8K
|
13.7K
$551K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.95K+ 5.29% |
$67.4K - $74.9K
|
38.7K
$1.56M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.95K+ 6.95% |
$67.3K - $74.8K
|
29.9K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.86K+ 9.67% |
$64.3K - $71.4K
|
21K
$847K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.75K+ 18.28% |
$60.5K - $67.2K
|
11.3K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.59K+ 8.55% |
$55K - $61.1K
|
20.2K
$811K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.56K+ 11.46% |
$54.1K - $60.1K
|
15.2K
$611K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.5KNew |
$51.9K - $57.7K
|
1.5K
$60.4K
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
1.48K+ 13.0% |
$51.3K - $57K
|
12.9K
$519K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.4K+ 87.14% |
$48.6K - $54K
|
3.01K
$121K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
1.38KNew |
$47.6K - $52.9K
|
1.38K
$55.3K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.34KNew |
$46.4K - $51.5K
|
1.34K
$53.9K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3KNew |
$45K - $50K
|
1.3K
$52.3K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.09% |
$43.7K - $48.5K
|
42.1K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 0.33% |
$40K - $44.4K
|
352K
$14.2M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.13K+ 5.39% |
$39.1K - $43.5K
|
22.1K
$889K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.13K+ 3.11% |
$39K - $43.4K
|
37.4K
$1.51M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.05K+ 3.13% |
$36.4K - $40.4K
|
34.6K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.02K+ 0.21% |
$35.3K - $39.3K
|
486K
$19.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
1K+ 3.06% |
$34.6K - $38.5K
|
33.7K
$1.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
950+ 12.02% |
$32.9K - $36.5K
|
8.86K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
888+ 426.92% |
$30.7K - $34.2K
|
1.1K
$44.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
805+ 13.11% |
$27.9K - $31K
|
6.95K
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
761+ 510.74% |
$26.3K - $29.3K
|
910
$36.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750+ 27.84% |
$26K - $28.9K
|
3.44K
$139K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
660New |
$22.8K - $25.4K
|
660
$26.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
625New |
$21.6K - $24K
|
625
$25.2K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
620+ 8.75% |
$21.5K - $23.9K
|
7.71K
$310K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
570New |
$19.7K - $21.9K
|
570
$22.9K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
570+ 0.26% |
$19.7K - $21.9K
|
218K
$8.79M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
505+ 7.83% |
$17.5K - $19.4K
|
6.96K
$280K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
500+ 5.53% |
$17.3K - $19.2K
|
9.54K
$384K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
481+ 1.62% |
$16.7K - $18.5K
|
30.2K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
460+ 36.11% |
$15.9K - $17.7K
|
1.73K
$69.8K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
432+ 10.52% |
$15K - $16.6K
|
4.54K
$183K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
426New |
$14.7K - $16.4K
|
426
$17.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
410+ 52.9% |
$14.2K - $15.8K
|
1.19K
$47.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
370+ 4.6% |
$12.8K - $14.2K
|
8.42K
$339K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
365+ 19.21% |
$12.6K - $14K
|
2.27K
$91.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
325+ 18.62% |
$11.3K - $12.5K
|
2.07K
$83.3K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
300+ 0.52% |
$10.4K - $11.5K
|
58.2K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
250New |
$8.66K - $9.62K
|
250
$10.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
240+ 0.95% |
$8.31K - $9.23K
|
25.6K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214+ 0.81% |
$7.41K - $8.23K
|
26.7K
$1.07M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
213+ 0.21% |
$7.37K - $8.19K
|
102K
$4.11M
|