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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-36- 1.72% |
$5.52K - $5.89K
|
2.06K
$86.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-39- 0.08% |
$5.98K - $6.38K
|
46.3K
$1.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-42- 3.22% |
$6.44K - $6.87K
|
1.26K
$52.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-43- 48.86% |
$6.59K - $7.04K
|
45
$1.89K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-44- 1.39% |
$6.75K - $7.2K
|
3.12K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-46- 0.93% |
$7.05K - $7.53K
|
4.91K
$206K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-48- 0.57% |
$7.36K - $7.86K
|
8.39K
$351K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-50- 2.27% |
$7.67K - $8.18K
|
2.16K
$90.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-54- 1.21% |
$8.28K - $8.84K
|
4.42K
$185K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-57- 2.95% |
$8.74K - $9.33K
|
1.87K
$78.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-59- 0.86% |
$9.05K - $9.66K
|
6.8K
$285K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-61- 1.92% |
$9.35K - $9.98K
|
3.12K
$131K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-63- 0.43% |
$9.66K - $10.3K
|
14.6K
$611K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-67- 1.06% |
$10.3K - $11K
|
6.25K
$262K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-69- 1.7% |
$10.6K - $11.3K
|
3.98K
$167K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-71- 2.32% |
$10.9K - $11.6K
|
2.99K
$125K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-72- 4.91% |
$11K - $11.8K
|
1.39K
$58.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
SELL
|
- |
-90- 1.18% |
$13.8K - $14.7K
|
7.51K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-93- 0.29% |
$14.3K - $15.2K
|
32.1K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-99- 99.0% |
$15.2K - $16.2K
|
1
$41.9
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-100- 2.46% |
$15.3K - $16.4K
|
3.96K
$166K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-102- 18.78% |
$15.6K - $16.7K
|
441
$18.5K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-106- 4.99% |
$16.3K - $17.3K
|
2.02K
$84.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-126- 5.45% |
$19.3K - $20.6K
|
2.19K
$91.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-128- 1.99% |
$19.6K - $20.9K
|
6.32K
$265K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-134- 2.34% |
$20.5K - $21.9K
|
5.58K
$234K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-144- 0.09% |
$22.1K - $23.6K
|
154K
$6.45M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-150- 1.6% |
$23K - $24.5K
|
9.21K
$386K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-151- 2.15% |
$23.1K - $24.7K
|
6.86K
$287K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
SELL
|
- |
-152- 2.34% |
$23.3K - $24.9K
|
6.33K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-152- 7.96% |
$23.3K - $24.9K
|
1.76K
$73.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-162- 0.26% |
$24.8K - $26.5K
|
61.7K
$2.58M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-181- 0.3% |
$27.7K - $29.6K
|
60.7K
$2.54M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-183- 60.8% |
$28.1K - $29.9K
|
118
$4.94K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-189- 3.01% |
$29K - $30.9K
|
6.09K
$255K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-190- 0.5% |
$29.1K - $31.1K
|
38.1K
$1.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-194- 0.52% |
$29.7K - $31.7K
|
36.8K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-194- 0.52% |
$29.7K - $31.7K
|
36.8K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-200- 1.55% |
$30.7K - $32.7K
|
12.7K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-200- 9.18% |
$30.7K - $32.7K
|
1.98K
$82.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-203- 4.16% |
$31.1K - $33.2K
|
4.67K
$196K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-211- 4.44% |
$32.3K - $34.5K
|
4.54K
$190K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-215- 2.38% |
$33K - $35.2K
|
8.83K
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-220- 1.07% |
$33.7K - $36K
|
20.4K
$853K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-222- 4.81% |
$34K - $36.3K
|
4.39K
$184K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-225- 2.17% |
$34.5K - $36.8K
|
10.2K
$426K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-230- 1.33% |
$35.3K - $37.6K
|
17.1K
$717K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-240- 20.78% |
$36.8K - $39.3K
|
915
$38.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-265- 5.38% |
$40.6K - $43.4K
|
4.66K
$195K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-275- 5.87% |
$42.2K - $45K
|
4.41K
$185K
|