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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
55New |
$8.43K - $9K
|
55
$2.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
54New |
$8.28K - $8.84K
|
54
$2.26K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
50New |
$7.67K - $8.18K
|
50
$2.09K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
49+ 0.18% |
$7.51K - $8.02K
|
27.4K
$1.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
47+ 1.16% |
$7.21K - $7.69K
|
4.1K
$172K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
42+ 0.21% |
$6.44K - $6.87K
|
20.3K
$850K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
36+ 0.08% |
$5.52K - $5.89K
|
46.8K
$1.96M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34+ 1.64% |
$5.21K - $5.56K
|
2.11K
$88.5K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
33+ 22.15% |
$5.06K - $5.4K
|
182
$7.62K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
32+ 0.5% |
$4.91K - $5.24K
|
6.4K
$268K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23+ 1.62% |
$3.53K - $3.76K
|
1.44K
$60.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
22+ 1.28% |
$3.37K - $3.6K
|
1.74K
$72.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 0.34% |
$2.61K - $2.78K
|
4.99K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
16+ 0.07% |
$2.45K - $2.62K
|
21.9K
$919K
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.25% |
$1.53K - $1.64K
|
4K
$168K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
9+ 0.04% |
$1.38K - $1.47K
|
25.4K
$1.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7+ 0.37% |
$1.07K - $1.15K
|
1.89K
$79K
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
7+ 0.1% |
$1.07K - $1.15K
|
7.24K
$303K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.39% |
$920 - $982
|
1.53K
$64K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.41% |
$920 - $982
|
1.46K
$61.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5+ 0.25% |
$767 - $818
|
2.03K
$84.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
3+ 0.13% |
$460 - $491
|
2.32K
$97K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.03% |
$460 - $491
|
10.5K
$440K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.46% |
$460 - $491
|
660
$27.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$307 - $327
|
7.27K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.06% |
$153 - $164
|
95
$3.98K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.01% |
$153 - $164
|
13.4K
$561K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.37% |
$153 - $164
|
269
$11.3K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.05% |
$153 - $164
|
1.99K
$83.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 0.02% |
$153 - $164
|
5.48K
$230K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.59% |
$153 - $164
|
64
$2.68K
|
|
|
Jul 26, 2023
Q2 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1- 0.03% |
$153 - $164
|
2.96K
$124K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-4- 0.22% |
$613 - $655
|
1.8K
$75.4K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 21.74% |
$767 - $818
|
18
$754
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-6- 0.03% |
$920 - $982
|
17.2K
$719K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-10- 1.04% |
$1.53K - $1.64K
|
954
$40K
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-16- 0.4% |
$2.45K - $2.62K
|
4.02K
$168K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-16- 0.86% |
$2.45K - $2.62K
|
1.84K
$77K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-16- 0.89% |
$2.45K - $2.62K
|
1.79K
$75K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-16- 0.32% |
$2.45K - $2.62K
|
5.02K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17- 0.63% |
$2.61K - $2.78K
|
2.67K
$112K
|
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-17- 0.22% |
$2.61K - $2.78K
|
7.62K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22- 1.99% |
$3.37K - $3.6K
|
1.08K
$45.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-22- 2.68% |
$3.37K - $3.6K
|
798
$33.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-31- 0.36% |
$4.75K - $5.07K
|
8.58K
$359K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-35- 0.14% |
$5.37K - $5.73K
|
24.2K
$1.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-35- 0.7% |
$5.37K - $5.73K
|
4.96K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-36- 1.72% |
$5.52K - $5.89K
|
2.06K
$86.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-36- 2.23% |
$5.52K - $5.89K
|
1.58K
$66.2K
|