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 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-290- 33.88% |
$44.5K - $47.5K
|
566
$23.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-300- 3.03% |
$46K - $49.1K
|
9.61K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-360- 0.34% |
$55.2K - $58.9K
|
107K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-382- 13.34% |
$58.6K - $62.5K
|
2.48K
$104K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-425- 20.88% |
$65.2K - $69.6K
|
1.61K
$67.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-428- 44.35% |
$65.6K - $70K
|
537
$22.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-468- 9.15% |
$71.7K - $76.6K
|
4.64K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-471- 18.74% |
$72.2K - $77.1K
|
2.04K
$85.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-482- 18.34% |
$73.9K - $78.9K
|
2.15K
$89.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-504- 7.62% |
$77.3K - $82.5K
|
6.11K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-511- 4.16% |
$78.3K - $83.6K
|
11.8K
$493K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-516- 0.85% |
$79.1K - $84.4K
|
60.3K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-525- 0.23% |
$80.5K - $85.9K
|
225K
$9.42M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-526- 2.9% |
$80.6K - $86.1K
|
17.6K
$738K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-528- 29.2% |
$80.9K - $86.4K
|
1.28K
$53.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-541- 1.84% |
$82.9K - $88.5K
|
28.9K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-541- 2.66% |
$82.9K - $88.5K
|
19.8K
$829K
|
|
|
Jul 24, 2023
Q2 2023
|
Retirement Planning Group
|
SELL
|
- |
-552- 23.26% |
$84.6K - $90.3K
|
1.82K
$76.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-558- 32.12% |
$85.5K - $91.3K
|
1.18K
$49.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-565- 7.93% |
$86.6K - $92.5K
|
6.56K
$275K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-568- 1.77% |
$87.1K - $93K
|
31.5K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
SELL
|
- |
-573- 12.81% |
$87.8K - $93.8K
|
3.9K
$163K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-588- 9.66% |
$90.1K - $96.2K
|
5.5K
$230K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-595- 14.78% |
$91.2K - $97.4K
|
3.43K
$144K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-606- 28.17% |
$92.9K - $99.2K
|
1.55K
$64.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-625- 1.97% |
$95.8K - $102K
|
31K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-627- 6.83% |
$96.1K - $103K
|
8.55K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-631- 18.5% |
$96.7K - $103K
|
2.78K
$116K
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-631- 4.4% |
$96.7K - $103K
|
13.7K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-718- 6.38% |
$110K - $118K
|
10.5K
$441K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-757- 3.78% |
$116K - $124K
|
19.3K
$807K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-888- 81.02% |
$136K - $145K
|
208
$8.71K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-909- 9.88% |
$139K - $149K
|
8.29K
$347K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-996- 1.23% |
$153K - $163K
|
80K
$3.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.05K- 0.24% |
$161K - $172K
|
439K
$18.4M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 79.33% |
$163K - $174K
|
277
$11.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.08K- 10.75% |
$165K - $176K
|
8.93K
$374K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.26K- 17.83% |
$193K - $206K
|
5.8K
$243K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.28K- 28.55% |
$197K - $210K
|
3.21K
$135K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.31K- 0.73% |
$200K - $214K
|
178K
$7.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.37K- 4.1% |
$210K - $224K
|
32K
$1.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.41K- 10.02% |
$216K - $230K
|
12.6K
$529K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 32.6% |
$230K - $245K
|
3.1K
$130K
|
|
|
Jul 24, 2023
Q2 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.54K- 2.75% |
$237K - $253K
|
54.5K
$2.28M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.69K- 3.35% |
$258K - $276K
|
48.7K
$2.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.73K- 12.02% |
$264K - $282K
|
12.6K
$529K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.84K- 1.68% |
$282K - $301K
|
108K
$4.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.87K- 5.97% |
$287K - $306K
|
29.5K
$1.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.32K- 16.37% |
$356K - $380K
|
11.9K
$497K
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.38K- 28.85% |
$365K - $389K
|
5.87K
$246K
|