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
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-9.44K- 94.88% |
$327K - $363K
|
509
$20.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-9.65K- 8.27% |
$334K - $371K
|
107K
$4.31M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-10.5K- 4.07% |
$364K - $404K
|
248K
$9.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-10.6K- 9.96% |
$367K - $407K
|
95.8K
$3.86M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-10.8K- 1.24% |
$374K - $415K
|
857K
$34.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11K- 0.41% |
$381K - $423K
|
2.64M
$106M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-13.1K- 1.78% |
$452K - $503K
|
720K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-13.2K- 1.2% |
$456K - $507K
|
1.08M
$43.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-14.4K- 6.37% |
$499K - $555K
|
212K
$8.53M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-14.6K- 1.83% |
$506K - $562K
|
786K
$31.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-14.7K- 37.96% |
$509K - $566K
|
24K
$968K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-16.2K- 17.47% |
$561K - $624K
|
76.6K
$3.08M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-16.3K- 5.14% |
$563K - $626K
|
300K
$12.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-17K- 5.67% |
$589K - $654K
|
283K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-17.2K- 61.3% |
$594K - $660K
|
10.8K
$436K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-18.3K- 5.26% |
$635K - $706K
|
330K
$13.3M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-18.6K- 0.84% |
$644K - $715K
|
2.18M
$87.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-19.6K- 4.48% |
$678K - $754K
|
418K
$16.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-23K- 16.69% |
$797K - $886K
|
115K
$4.63M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-23.8K- 1.72% |
$825K - $917K
|
1.36M
$54.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-32.7K- 23.02% |
$1.13M - $1.26M
|
110K
$4.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-42.3K- 8.23% |
$1.47M - $1.63M
|
472K
$19M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-46.8K- 9.03% |
$1.62M - $1.8M
|
471K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-49.5K- 88.05% |
$1.72M - $1.91M
|
6.72K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-58.4K- 3.06% |
$2.02M - $2.25M
|
1.85M
$74.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58.8K- 1.19% |
$2.03M - $2.26M
|
4.86M
$196M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-61.5K- 3.62% |
$2.13M - $2.36M
|
1.64M
$65.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.7K- 2.96% |
$2.31M - $2.56M
|
2.19M
$88.1M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-68.6K- 12.21% |
$2.37M - $2.64M
|
493K
$19.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
SELL
|
- |
-85K- 46.79% |
$2.94M - $3.27M
|
96.7K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-96.7K- 21.44% |
$3.35M - $3.72M
|
354K
$14.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-103K- 24.83% |
$3.56M - $3.96M
|
312K
$12.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-118K- 13.08% |
$4.07M - $4.52M
|
781K
$31.4M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-152K- 3.34% |
$5.25M - $5.84M
|
4.39M
$177M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-182K- 13.8% |
$6.3M - $7M
|
1.14M
$45.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-190K- 6.53% |
$6.57M - $7.31M
|
2.72M
$109M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-243K- 5.95% |
$8.41M - $9.35M
|
3.84M
$155M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-345K- 26.41% |
$11.9M - $13.3M
|
962K
$38.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-551K- 39.57% |
$19.1M - $21.2M
|
841K
$33.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-994K- 13.58% |
$34.4M - $38.2M
|
6.32M
$254M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.26M- 4.96% |
$43.5M - $48.3M
|
24.1M
$970M
|