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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
493+ 0.43% |
$18K - $19K
|
114K
$4.58M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
468+ 2.08% |
$17.1K - $18.1K
|
22.9K
$924K
|
|
|
Jul 23, 2024
Q2 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
465New |
$16.9K - $17.9K
|
465
$18.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
430+ 0.26% |
$15.7K - $16.6K
|
163K
$6.56M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
415+ 1.32% |
$15.1K - $16K
|
31.8K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
415New |
$15.1K - $16K
|
415
$16.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
370+ 6.49% |
$13.5K - $14.3K
|
6.07K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
364+ 1.84% |
$13.3K - $14K
|
20.1K
$811K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
340+ 2.27% |
$12.4K - $13.1K
|
15.3K
$617K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
330+ 1.5% |
$12K - $12.7K
|
22.4K
$900K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
323+ 4.37% |
$11.8K - $12.5K
|
7.72K
$311K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
321+ 1.33% |
$11.7K - $12.4K
|
24.4K
$981K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
301+ 5.12% |
$11K - $11.6K
|
6.18K
$249K
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
300+ 0.82% |
$10.9K - $11.6K
|
36.7K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
297+ 9.05% |
$10.8K - $11.5K
|
3.58K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
285New |
$10.4K - $11K
|
285
$11.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
274+ 4.33% |
$9.99K - $10.6K
|
6.6K
$266K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
248+ 1.18% |
$9.04K - $9.57K
|
21.3K
$857K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
246+ 93.18% |
$8.97K - $9.49K
|
510
$20.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
235+ 1.84% |
$8.57K - $9.07K
|
13K
$525K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
228+ 0.22% |
$8.31K - $8.8K
|
102K
$4.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
225+ 2.07% |
$8.2K - $8.68K
|
11.1K
$446K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
201+ 0.75% |
$7.33K - $7.75K
|
26.9K
$1.08M
|
|
|
Aug 02, 2024
Q2 2024
|
Compass Financial Group, Inc.
|
BUY
|
- |
174+ 0.06% |
$6.34K - $6.71K
|
303K
$12.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
171+ 0.6% |
$6.23K - $6.6K
|
28.9K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
165New |
$6.01K - $6.37K
|
165
$6.64K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
132+ 2.01% |
$4.81K - $5.09K
|
6.71K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
99+ 0.01% |
$3.61K - $3.82K
|
742K
$29.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
98+ 0.15% |
$3.57K - $3.78K
|
64.2K
$2.59M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
62+ 1.18% |
$2.26K - $2.39K
|
5.3K
$213K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
55+ 0.11% |
$2K - $2.12K
|
49.4K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
55New |
$2K - $2.12K
|
55
$2.21K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
53+ 0.26% |
$1.93K - $2.04K
|
20.2K
$814K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
53+ 0.27% |
$1.93K - $2.04K
|
19.5K
$783K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
41+ 1.85% |
$1.49K - $1.58K
|
2.26K
$90.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.46% |
$1.49K - $1.58K
|
8.98K
$362K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
40+ 0.07% |
$1.46K - $1.54K
|
57.3K
$2.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.42% |
$1.46K - $1.54K
|
9.6K
$386K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
35+ 0.28% |
$1.28K - $1.35K
|
12.4K
$499K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.46% |
$1.24K - $1.31K
|
7.43K
$299K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
33+ 0.36% |
$1.2K - $1.27K
|
9.15K
$368K
|
|
|
Jul 18, 2024
Q2 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
30+ 0.45% |
$1.09K - $1.16K
|
6.67K
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.2% |
$1.06K - $1.12K
|
14.3K
$576K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
25+ 0.25% |
$911 - $965
|
10.2K
$412K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
25New |
$911 - $965
|
25
$1.01K
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.32% |
$693 - $733
|
6.01K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.4% |
$656 - $694
|
4.53K
$182K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
16+ 0.1% |
$583 - $617
|
16.2K
$653K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
16+ 0.48% |
$583 - $617
|
3.36K
$135K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
15+ 0.09% |
$547 - $579
|
17.1K
$687K
|