Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PRF)
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
|
- |
23.8MNew |
$866M - $917M
|
23.8M
$957M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
579KNew |
$21.1M - $22.3M
|
579K
$23.3M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
345KNew |
$12.6M - $13.3M
|
345K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
149K+ 2.76% |
$5.45M - $5.77M
|
5.57M
$225M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 7.47% |
$4.41M - $4.67M
|
1.74M
$70.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 3.05% |
$2.43M - $2.57M
|
2.25M
$90.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.7K+ 3.05% |
$2.43M - $2.57M
|
2.25M
$90.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
66.1K+ 12.43% |
$2.41M - $2.55M
|
598K
$24.1M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
62.5KNew |
$2.28M - $2.41M
|
62.5K
$2.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
59.9K+ 84.2% |
$2.18M - $2.31M
|
131K
$5.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
54.7K+ 6.95% |
$1.99M - $2.11M
|
841K
$33.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
44.5K+ 1.55% |
$1.62M - $1.72M
|
2.91M
$117M
|
|
|
Jul 19, 2024
Q2 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
44.2K+ 7.94% |
$1.61M - $1.71M
|
601K
$24.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
44.1K+ 11.84% |
$1.61M - $1.7M
|
417K
$16.8M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
29.3KNew |
$1.07M - $1.13M
|
29.3K
$1.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
25.8K+ 19.68% |
$940K - $995K
|
157K
$6.32M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 1.0% |
$877K - $928K
|
2.43M
$97.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.3K+ 1.26% |
$851K - $901K
|
1.88M
$75.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
23.3KNew |
$848K - $898K
|
23.3K
$937K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
17.6K+ 3.63% |
$643K - $681K
|
504K
$20.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
16.9KNew |
$615K - $651K
|
16.9K
$679K
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
16.8K+ 0.77% |
$612K - $648K
|
2.2M
$88.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7K+ 6.73% |
$608K - $643K
|
264K
$10.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 7.54% |
$600K - $635K
|
235K
$9.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15.8KNew |
$578K - $611K
|
15.8K
$638K
|
|
|
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
$7.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.9K+ 0.86% |
$506K - $536K
|
1.64M
$65.9M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
13.3K+ 58.6% |
$485K - $513K
|
36K
$1.45M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
12.5K+ 2.65% |
$457K - $483K
|
485K
$19.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.4K+ 15.98% |
$452K - $479K
|
90.1K
$3.63M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
12K+ 11.4% |
$437K - $463K
|
117K
$4.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$413K - $437K
|
11.3K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11KNew |
$400K - $424K
|
11K
$443K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.9K+ 0.66% |
$396K - $419K
|
1.65M
$66.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10K+ 8.16% |
$366K - $388K
|
133K
$5.36M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.98K+ 72.84% |
$364K - $385K
|
23.7K
$954K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.81K+ 13.02% |
$357K - $378K
|
85.1K
$3.43M
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
9.64K+ 10.53% |
$351K - $372K
|
101K
$4.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.2K+ 329.84% |
$335K - $355K
|
12K
$483K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.86K+ 4.53% |
$323K - $342K
|
204K
$8.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.71K+ 125.19% |
$317K - $336K
|
15.7K
$631K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
7.5KNew |
$273K - $289K
|
7.5K
$302K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.4K+ 76.76% |
$270K - $285K
|
17K
$686K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.26KNew |
$265K - $280K
|
7.26K
$292K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
7.23K+ 208.48% |
$263K - $279K
|
10.7K
$431K
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.19K+ 6.25% |
$262K - $277K
|
122K
$4.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
7.12KNew |
$259K - $274K
|
7.12K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.96KNew |
$254K - $269K
|
6.96K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.96K+ 13.35% |
$254K - $269K
|
59.1K
$2.38M
|