Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PRF)

PRF Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q2 2024. 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 12, 2024 Q2 2024
Charles Schwab Investment Management Inc

San Francisco, CA
BUY
 -
23.8M
New
$866M - $917M
23.8M $966M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
579K
New
$21.1M - $22.3M
579K $23.5M
Aug 21, 2024 Q2 2024
Ted Buchan & CO

San Diego, CA
BUY
 -
345K
New
$12.6M - $13.3M
345K $14M
Jul 15, 2024 Q2 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
149K
+ 2.76%
$5.45M - $5.77M
5.57M $227M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
121K
+ 7.47%
$4.41M - $4.67M
1.74M $70.7M
Oct 17, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
66.7K
+ 3.05%
$2.43M - $2.57M
2.25M $91.6M
Aug 14, 2024 Q2 2024
Morgan Stanley

New York, NY
BUY
 -
66.7K
+ 3.05%
$2.43M - $2.57M
2.25M $91.6M
Aug 14, 2024 Q2 2024
Pathstone Holdings, LLC

Englewood, NJ
BUY
 -
66.1K
+ 12.43%
$2.41M - $2.55M
598K $24.3M
Aug 06, 2024 Q2 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
62.5K
New
$2.28M - $2.41M
62.5K $2.54M
Jul 31, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
59.9K
+ 84.2%
$2.18M - $2.31M
131K $5.33M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
44.5K
+ 1.55%
$1.62M - $1.72M
2.91M $118M
Jul 19, 2024 Q2 2024
Garrett Wealth Advisory Group, LLC

BUY
 -
44.2K
+ 7.94%
$1.61M - $1.71M
601K $24.4M
Jul 26, 2024 Q2 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
44.1K
+ 11.84%
$1.61M - $1.7M
417K $17M
Sep 10, 2024 Q2 2024
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
29.3K
New
$1.07M - $1.13M
29.3K $1.19M
Aug 09, 2024 Q2 2024
Essex Financial Services, Inc.

BUY
 -
25.8K
+ 19.68%
$940K - $995K
157K $6.38M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
24.1K
+ 1.0%
$877K - $928K
2.43M $98.6M
Aug 15, 2024 Q2 2024
Northwestern Mutual Wealth Management CO

BUY
 -
23.3K
+ 1.26%
$851K - $901K
1.88M $76.2M
Aug 14, 2024 Q2 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
23.3K
New
$848K - $898K
23.3K $946K
Jul 18, 2024 Q2 2024
Saxon Interests, Inc.

BUY
 -
17.6K
+ 3.63%
$643K - $681K
504K $20.5M
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
16.9K
New
$615K - $651K
16.9K $686K
Aug 05, 2024 Q2 2024
Arbor Investment Advisors, LLC

BUY
 -
16.8K
+ 0.77%
$612K - $648K
2.2M $89.4M
Aug 14, 2024 Q2 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
16.7K
+ 6.73%
$608K - $643K
264K $10.7M
Aug 09, 2024 Q2 2024
Avantax Advisory Services, Inc.

BUY
 -
16.5K
+ 7.54%
$600K - $635K
235K $9.54M
Aug 01, 2024 Q2 2024
Natixis Advisors, L.P.

Boston, MA
BUY
 -
15.8K
New
$578K - $611K
15.8K $644K
Jul 19, 2024 Q2 2024
Montz Harcus Wealth Management LLC

BUY
 -
14.3K
+ 5.78%
$521K - $552K
262K $10.6M
Aug 02, 2024 Q2 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
14K
+ 8.31%
$511K - $541K
183K $7.42M
Aug 14, 2024 Q2 2024
Kestra Advisory Services, LLC

BUY
 -
13.9K
+ 0.86%
$506K - $536K
1.64M $66.5M
Aug 05, 2024 Q2 2024
Savant Capital, LLC

BUY
 -
13.3K
+ 58.6%
$485K - $513K
36K $1.46M
Jul 17, 2024 Q2 2024
Charles Schwab Trust CO

BUY
 -
12.5K
+ 2.65%
$457K - $483K
485K $19.7M
Jul 25, 2024 Q2 2024
Janney Montgomery Scott LLC

BUY
 -
12.4K
+ 15.98%
$452K - $479K
90.1K $3.66M
Jul 19, 2024 Q2 2024
Cidel Asset Management Inc

Toronto, Ontario, A6
BUY
 -
12K
+ 11.4%
$437K - $463K
117K $4.77M
Jul 25, 2024 Q2 2024
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
11.3K
New
$413K - $437K
11.3K $460K
Aug 14, 2024 Q2 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
11K
New
$400K - $424K
11K $447K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
10.9K
+ 0.66%
$396K - $419K
1.65M $67M
Aug 12, 2024 Q2 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
10K
+ 8.16%
$366K - $388K
133K $5.41M
Aug 19, 2024 Q2 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
9.98K
+ 72.84%
$364K - $385K
23.7K $962K
Aug 14, 2024 Q2 2024
Northern Trust Corp

Chicago, IL
BUY
 -
9.81K
+ 13.02%
$357K - $378K
85.1K $3.46M
Jul 19, 2024 Q2 2024
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
9.64K
+ 10.53%
$351K - $372K
101K $4.11M
Dec 03, 2024 Q2 2024
Boulder Wealth Advisors, LLC

Boulder, CO
BUY
 -
9.32K
+ 2.71%
$340K - $359K
353K $14.3M
Aug 09, 2024 Q2 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
9.2K
+ 329.84%
$335K - $355K
12K $487K
Jul 16, 2024 Q2 2024
Cornerstone Wealth Management, LLC

BUY
 -
8.86K
+ 4.53%
$323K - $342K
204K $8.3M
Aug 13, 2024 Q2 2024
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
8.71K
+ 125.19%
$317K - $336K
15.7K $637K
Jul 12, 2024 Q2 2024
Curated Wealth Partners LLC

BUY
 -
7.5K
New
$273K - $289K
7.5K $305K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
7.4K
+ 76.76%
$270K - $285K
17K $692K
Aug 09, 2024 Q2 2024
Revisor Wealth Management LLC

Akron, OH
BUY
 -
7.26K
New
$265K - $280K
7.26K $295K
Jul 23, 2024 Q2 2024
Private Trust CO Na

BUY
 -
7.23K
+ 208.48%
$263K - $279K
10.7K $435K
Jul 23, 2024 Q2 2024
Precedent Wealth Partners, LLC

Houston, TX
BUY
 -
7.19K
+ 6.25%
$262K - $277K
122K $4.96M
Aug 02, 2024 Q2 2024
Mission Wealth Management, LP

BUY
 -
7.12K
New
$259K - $274K
7.12K $289K
Aug 12, 2024 Q2 2024
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
6.96K
New
$254K - $269K
6.96K $283K

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