Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.53K+ 51.32% |
$235K - $251K
|
4.52K
$182K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.49KNew |
$228K - $243K
|
1.49K
$59.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.48K+ 353.46% |
$227K - $242K
|
1.9K
$76.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.47K+ 2.46% |
$226K - $241K
|
61.2K
$2.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.39K+ 1.08% |
$213K - $227K
|
130K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.13K+ 9.0% |
$172K - $184K
|
13.6K
$548K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.1KNew |
$168K - $180K
|
1.1K
$44.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.08K+ 7.27% |
$166K - $177K
|
16K
$644K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.05K+ 0.41% |
$161K - $172K
|
258K
$10.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
978New |
$150K - $160K
|
978
$39.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
943+ 8.63% |
$145K - $154K
|
11.9K
$478K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
938+ 31.99% |
$144K - $154K
|
3.87K
$156K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
929+ 8.59% |
$142K - $152K
|
11.7K
$472K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
886+ 7.98% |
$136K - $145K
|
12K
$482K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
850+ 44.93% |
$130K - $139K
|
2.74K
$110K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
820New |
$126K - $134K
|
820
$33K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
787+ 3.09% |
$121K - $129K
|
26.2K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
736+ 2.07% |
$113K - $120K
|
36.3K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
692+ 2.04% |
$106K - $113K
|
34.6K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
633+ 3.97% |
$97K - $104K
|
16.6K
$667K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
618+ 0.69% |
$94.7K - $101K
|
90.5K
$3.64M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
602+ 2.21% |
$92.3K - $98.5K
|
27.9K
$1.12M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
561+ 1.35% |
$86K - $91.8K
|
42K
$1.69M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
463New |
$71K - $75.8K
|
463
$18.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
422+ 11.79% |
$64.7K - $69.1K
|
4K
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
401+ 15.77% |
$61.5K - $65.6K
|
2.94K
$118K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
386+ 4.92% |
$59.2K - $63.2K
|
8.23K
$331K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
386+ 26.44% |
$59.2K - $63.2K
|
1.85K
$74.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
356+ 0.78% |
$54.6K - $58.3K
|
45.8K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
311New |
$47.7K - $50.9K
|
311
$12.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
247New |
$37.9K - $40.4K
|
247
$9.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
235+ 1.34% |
$36K - $38.5K
|
17.8K
$717K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
225New |
$34.5K - $36.8K
|
225
$9.06K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
215New |
$33K - $35.2K
|
215
$8.65K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
208New |
$31.9K - $34K
|
208
$8.37K
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
180+ 0.28% |
$27.6K - $29.5K
|
65K
$2.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
167+ 2.72% |
$25.6K - $27.3K
|
6.31K
$254K
|
|
|
Jul 14, 2023
Q2 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
167+ 7.31% |
$25.6K - $27.3K
|
2.45K
$98.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
160+ 1.08% |
$24.5K - $26.2K
|
15K
$605K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
156New |
$23.9K - $25.5K
|
156
$6.28K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
156+ 3.57% |
$23.9K - $25.5K
|
4.52K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
149+ 41.85% |
$22.8K - $24.4K
|
505
$20.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
147+ 3.87% |
$22.5K - $24.1K
|
3.95K
$159K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
146+ 0.2% |
$22.4K - $23.9K
|
74K
$2.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
116+ 0.43% |
$17.8K - $19K
|
26.9K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
101+ 8.72% |
$15.5K - $16.5K
|
1.26K
$50.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$15.3K - $16.4K
|
100
$4.03K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
81+ 1.76% |
$12.4K - $13.3K
|
4.69K
$189K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
77+ 0.64% |
$11.8K - $12.6K
|
12.1K
$488K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
65+ 4.09% |
$9.97K - $10.6K
|
1.65K
$66.6K
|