Purchases and Sales Made in Q2 2021 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
147+ 0.8% |
$22.5K - $24.1K
|
18.6K
$745K
|
|
Aug 13, 2021
Q2 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
100New |
$15.3K - $16.4K
|
100
$4.01K
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
96+ 160.0% |
$14.7K - $15.7K
|
156
$6.26K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
96New |
$14.7K - $15.7K
|
96
$3.85K
|
|
Aug 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
80+ 1.89% |
$12.2K - $13.1K
|
4.3K
$173K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
75New |
$11.5K - $12.3K
|
75
$3.01K
|
|
Jul 28, 2021
Q2 2021
|
West Coast Financial LLC
|
BUY
|
- |
73+ 1.38% |
$11.2K - $12K
|
5.35K
$215K
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
66+ 32.35% |
$10.1K - $10.8K
|
270
$10.8K
|
|
Aug 02, 2021
Q2 2021
|
Novare Capital Management LLC
|
BUY
|
- |
55+ 0.44% |
$8.41K - $9.01K
|
12.4K
$499K
|
|
Aug 09, 2021
Q2 2021
|
Cadence Bank Na
|
BUY
|
- |
51+ 1.67% |
$7.8K - $8.35K
|
3.11K
$125K
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
46+ 17.36% |
$7.03K - $7.53K
|
311
$12.5K
|
|
Jul 16, 2021
Q2 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
42+ 13.86% |
$6.42K - $6.88K
|
345
$13.8K
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
41+ 0.95% |
$6.27K - $6.71K
|
4.36K
$175K
|
|
Aug 12, 2021
Q2 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
32+ 0.16% |
$4.89K - $5.24K
|
19.9K
$799K
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
26+ 1.27% |
$3.98K - $4.26K
|
2.08K
$83.5K
|
|
Aug 09, 2021
Q2 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
24+ 0.44% |
$3.67K - $3.93K
|
5.45K
$218K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
23New |
$3.52K - $3.77K
|
23
$923
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
19New |
$2.9K - $3.11K
|
19
$762
|
|
Aug 13, 2021
Q2 2021
|
Natixis
Paris, I0 |
BUY
|
- |
18+ 0.46% |
$2.75K - $2.95K
|
3.91K
$157K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
14New |
$2.14K - $2.29K
|
14
$562
|
|
Aug 16, 2021
Q2 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
10+ 0.23% |
$1.53K - $1.64K
|
4.39K
$176K
|
|
Aug 12, 2021
Q2 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
9+ 0.04% |
$1.38K - $1.47K
|
20.5K
$821K
|
|
Jul 22, 2021
Q2 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.48% |
$1.22K - $1.31K
|
1.69K
$67.8K
|
|
Jul 21, 2021
Q2 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
8+ 0.44% |
$1.22K - $1.31K
|
1.81K
$72.8K
|
|
Jul 22, 2021
Q2 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7+ 0.35% |
$1.07K - $1.15K
|
2K
$80.2K
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
7+ 0.33% |
$1.07K - $1.15K
|
2.13K
$85.4K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5+ 0.18% |
$764 - $819
|
2.82K
$113K
|
|
Jul 27, 2021
Q2 2021
|
Steph & CO
|
BUY
|
- |
5+ 0.3% |
$764 - $819
|
1.68K
$67.2K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4+ 0.03% |
$612 - $655
|
12.1K
$487K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3+ 0.16% |
$459 - $491
|
1.85K
$74.3K
|
|
Aug 16, 2021
Q2 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2+ 0.14% |
$306 - $328
|
1.48K
$59.3K
|
|
Aug 09, 2021
Q2 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.39% |
$153 - $164
|
258
$10.4K
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$153 - $164
|
8.41K
$337K
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.01% |
$153 - $164
|
8.41K
$337K
|
|
Aug 16, 2021
Q2 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.11% |
$153 - $164
|
899
$36.1K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.04% |
$153 - $164
|
2.23K
$89.5K
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
SELL
|
- |
-3- 0.11% |
$459 - $491
|
2.66K
$107K
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-8Closed |
$1.22K - $1.31K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-9- 0.43% |
$1.38K - $1.47K
|
2.11K
$84.5K
|
|
Aug 09, 2021
Q2 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-12- 0.21% |
$1.83K - $1.97K
|
5.64K
$226K
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 6.78% |
$2.45K - $2.62K
|
220
$8.83K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.99% |
$2.45K - $2.62K
|
1.6K
$64.3K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16- 13.79% |
$2.45K - $2.62K
|
100
$4.01K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21- 0.09% |
$3.21K - $3.44K
|
22.2K
$889K
|
|
Jul 30, 2021
Q2 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-25- 4.66% |
$3.82K - $4.09K
|
512
$20.5K
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-26- 1.17% |
$3.98K - $4.26K
|
2.19K
$88K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
SELL
|
- |
-30- 0.61% |
$4.59K - $4.91K
|
4.88K
$196K
|
|
Aug 05, 2021
Q2 2021
|
Gs Investments, Inc.
|
SELL
|
- |
-34- 3.41% |
$5.2K - $5.57K
|
964
$38.7K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-39Closed |
$5.96K - $6.39K
|
0
$0
|