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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-125- 0.27% |
$4.33K - $4.81K
|
46.4K
$1.93M
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-127- 1.23% |
$4.4K - $4.89K
|
10.2K
$426K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-143- 0.11% |
$4.95K - $5.5K
|
136K
$5.65M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-155- 0.33% |
$5.37K - $5.96K
|
46.7K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-167- 0.22% |
$5.78K - $6.42K
|
75.3K
$3.13M
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-211- 7.37% |
$7.3K - $8.12K
|
2.65K
$110K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 0.85% |
$7.69K - $8.54K
|
26K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-229- 3.0% |
$7.93K - $8.81K
|
7.4K
$308K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-250- 20.0% |
$8.66K - $9.62K
|
1K
$41.6K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-265- 2.09% |
$9.17K - $10.2K
|
12.4K
$516K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-266- 3.06% |
$9.21K - $10.2K
|
8.43K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-273- 1.89% |
$9.45K - $10.5K
|
14.2K
$591K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
SELL
|
- |
-274- 0.87% |
$9.49K - $10.5K
|
31.3K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-275- 1.34% |
$9.52K - $10.6K
|
20.2K
$842K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-295- 3.11% |
$10.2K - $11.3K
|
9.2K
$382K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-298- 1.31% |
$10.3K - $11.5K
|
22.5K
$934K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-300- 11.24% |
$10.4K - $11.5K
|
2.37K
$98.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-307- 0.49% |
$10.6K - $11.8K
|
62.7K
$2.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-320- 3.68% |
$11.1K - $12.3K
|
8.37K
$348K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-360- 50.0% |
$12.5K - $13.8K
|
360
$15K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-431- 26.01% |
$14.9K - $16.6K
|
1.23K
$51K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-445- 2.67% |
$15.4K - $17.1K
|
16.2K
$674K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-450- 5.53% |
$15.6K - $17.3K
|
7.69K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-458- 0.69% |
$15.9K - $17.6K
|
65.6K
$2.73M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-481- 9.22% |
$16.7K - $18.5K
|
4.74K
$197K
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-499- 5.43% |
$17.3K - $19.2K
|
8.69K
$361K
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-558- 9.57% |
$19.3K - $21.5K
|
5.27K
$219K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-599- 2.04% |
$20.7K - $23K
|
28.7K
$1.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-625- 3.16% |
$21.6K - $24K
|
19.2K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-632- 18.48% |
$21.9K - $24.3K
|
2.79K
$116K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-647- 2.34% |
$22.4K - $24.9K
|
27K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-680- 0.77% |
$23.5K - $26.2K
|
87.4K
$3.63M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-740- 2.29% |
$25.6K - $28.5K
|
31.5K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-753- 1.69% |
$26.1K - $29K
|
43.8K
$1.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-792- 2.05% |
$27.4K - $30.5K
|
37.9K
$1.58M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-924- 14.92% |
$32K - $35.5K
|
5.27K
$219K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-965- 0.53% |
$33.4K - $37.1K
|
182K
$7.57M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-978- 2.63% |
$33.9K - $37.6K
|
36.2K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1K- 12.97% |
$34.6K - $38.5K
|
6.71K
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1K- 13.36% |
$34.6K - $38.5K
|
6.49K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.01K- 40.68% |
$35K - $38.9K
|
1.47K
$61.2K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 0.55% |
$35.9K - $39.9K
|
189K
$7.88M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.08K- 8.23% |
$37.4K - $41.5K
|
12K
$501K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.09K- 7.57% |
$37.9K - $42.1K
|
13.4K
$555K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.11K- 4.44% |
$38.3K - $42.5K
|
23.8K
$988K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.12K- 7.47% |
$38.6K - $42.9K
|
13.8K
$575K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.12K- 14.56% |
$38.8K - $43.1K
|
6.58K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.14K- 1.44% |
$39.3K - $43.7K
|
77.6K
$3.23M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.14K- 7.41% |
$39.6K - $44K
|
14.3K
$594K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-1.19K- 18.62% |
$41.2K - $45.7K
|
5.2K
$216K
|