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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-482- 0.31% |
$17.6K - $18.6K
|
157K
$6.33M
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-492- 2.86% |
$17.9K - $19K
|
16.7K
$672K
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-496- 13.66% |
$18.1K - $19.1K
|
3.14K
$126K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-500- 5.38% |
$18.2K - $19.3K
|
8.8K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-509- 0.87% |
$18.6K - $19.6K
|
58.2K
$2.34M
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-528- 7.6% |
$19.2K - $20.4K
|
6.42K
$258K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-530- 1.96% |
$19.3K - $20.4K
|
26.5K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-531- 0.4% |
$19.4K - $20.5K
|
133K
$5.36M
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-531- 3.54% |
$19.4K - $20.5K
|
14.5K
$582K
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-539- 3.8% |
$19.6K - $20.8K
|
13.7K
$550K
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-604- 3.76% |
$22K - $23.3K
|
15.5K
$622K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-710- 2.35% |
$25.9K - $27.4K
|
29.5K
$1.19M
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-710- 1.39% |
$25.9K - $27.4K
|
50.3K
$2.02M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-715- 3.53% |
$26.1K - $27.6K
|
19.5K
$786K
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-717- 41.35% |
$26.1K - $27.7K
|
1.02K
$40.9K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-728- 0.15% |
$26.5K - $28.1K
|
473K
$19M
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-750- 21.78% |
$27.3K - $28.9K
|
2.69K
$108K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-826- 3.17% |
$30.1K - $31.9K
|
25.2K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-858- 0.98% |
$31.3K - $33.1K
|
86.5K
$3.48M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-875- 29.04% |
$31.9K - $33.8K
|
2.14K
$86.1K
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
SELL
|
- |
-903- 7.01% |
$32.9K - $34.8K
|
12K
$482K
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-935- 0.76% |
$34.1K - $36.1K
|
123K
$4.94M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-953- 1.93% |
$34.7K - $36.8K
|
48.4K
$1.95M
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
SELL
|
- |
-971- 0.44% |
$35.4K - $37.5K
|
222K
$8.94M
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-1K- 2.97% |
$36.5K - $38.6K
|
32.7K
$1.32M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 2.56% |
$37.6K - $39.8K
|
39.2K
$1.58M
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.05K- 2.8% |
$38.4K - $40.7K
|
36.5K
$1.47M
|
|
Jul 16, 2024
Q2 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 0.5% |
$38.6K - $40.9K
|
211K
$8.48M
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.1K- 16.32% |
$40K - $42.3K
|
5.63K
$226K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.23K- 3.41% |
$45K - $47.6K
|
34.9K
$1.41M
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-1.26K- 9.53% |
$45.7K - $48.4K
|
11.9K
$480K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.35K- 1.39% |
$49.2K - $52.1K
|
95.5K
$3.84M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 2.13% |
$51K - $54K
|
64.2K
$2.58M
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.5K- 22.34% |
$54.7K - $57.9K
|
5.22K
$210K
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.55K- 3.47% |
$56.5K - $59.8K
|
43.1K
$1.74M
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.56K- 0.86% |
$56.8K - $60.1K
|
181K
$7.27M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.58K- 12.7% |
$57.4K - $60.8K
|
10.8K
$436K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.59K- 1.65% |
$58K - $61.3K
|
94.9K
$3.82M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.69K- 9.81% |
$61.6K - $65.2K
|
15.5K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.71K- 4.73% |
$62.4K - $66.1K
|
34.5K
$1.39M
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.76K- 2.04% |
$64.1K - $67.8K
|
84.2K
$3.39M
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.79K- 12.11% |
$65.2K - $69.1K
|
13K
$523K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.86K- 1.37% |
$67.9K - $71.8K
|
134K
$5.39M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2K- 2.45% |
$73K - $77.3K
|
79.9K
$3.22M
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.29K- 0.22% |
$83.3K - $88.2K
|
1.02M
$40.9M
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.45K- 3.01% |
$89.4K - $94.6K
|
78.9K
$3.18M
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.47K- 0.34% |
$89.9K - $95.1K
|
717K
$28.9M
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.5K- 13.0% |
$90.9K - $96.3K
|
16.7K
$672K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.5K- 18.74% |
$91.1K - $96.5K
|
10.8K
$436K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.54K- 1.42% |
$92.6K - $98K
|
176K
$7.07M
|