Purchases and Sales Made in Q3 2021 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.38K+ 11.96% |
$369K - $392K
|
22.2K
$895K
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.3K+ 7.27% |
$357K - $379K
|
33.9K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.24K+ 22.8% |
$348K - $370K
|
12.1K
$485K
|
|
Oct 26, 2021
Q3 2021
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
2.18KNew |
$338K - $360K
|
2.18K
$87.7K
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
2.05KNew |
$319K - $339K
|
2.05K
$82.6K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.01K+ 3.64% |
$311K - $331K
|
57K
$2.3M
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
2K+ 2.78% |
$310K - $329K
|
73.8K
$2.97M
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.78K+ 0.75% |
$277K - $294K
|
240K
$9.65M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 21.55% |
$259K - $275K
|
9.41K
$379K
|
|
Nov 03, 2021
Q3 2021
|
Solitude Financial Services
|
BUY
|
- |
1.62K+ 2.12% |
$251K - $267K
|
77.9K
$3.14M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.55KNew |
$240K - $255K
|
1.55K
$62.3K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.54K+ 43.2% |
$239K - $254K
|
5.1K
$205K
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.45K+ 0.94% |
$225K - $239K
|
156K
$6.29M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.44KNew |
$224K - $238K
|
1.44K
$57.9K
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.4K+ 30.01% |
$218K - $232K
|
6.08K
$245K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 1.35% |
$217K - $231K
|
105K
$4.21M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$215K - $228K
|
1.38K
$55.7K
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38KNew |
$214K - $228K
|
1.38K
$55.5K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.31KNew |
$203K - $216K
|
1.31K
$52.6K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.3K+ 49.56% |
$202K - $215K
|
3.93K
$158K
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.25K+ 16.45% |
$194K - $206K
|
8.85K
$356K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.22K+ 4.72% |
$189K - $201K
|
27K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
922+ 1.84% |
$143K - $152K
|
51.1K
$2.06M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
881+ 0.34% |
$137K - $145K
|
259K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
765+ 3.7% |
$119K - $126K
|
21.4K
$862K
|
|
Nov 10, 2021
Q3 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
710+ 10.33% |
$110K - $117K
|
7.58K
$305K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
642+ 44.49% |
$99.7K - $106K
|
2.09K
$83.9K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
618New |
$96K - $102K
|
618
$24.9K
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
584+ 4.53% |
$90.7K - $96.4K
|
13.5K
$543K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
553+ 1.33% |
$85.9K - $91.3K
|
42.3K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
514+ 16.27% |
$79.8K - $84.9K
|
3.67K
$148K
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
496+ 20.62% |
$77.1K - $81.9K
|
2.9K
$117K
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
483+ 1.44% |
$75K - $79.8K
|
34K
$1.37M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
457+ 1.35% |
$71K - $75.5K
|
34.3K
$1.38M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
453+ 3.73% |
$70.4K - $74.8K
|
12.6K
$507K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
423+ 2.28% |
$65.7K - $69.8K
|
19K
$765K
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
419+ 3.62% |
$65.1K - $69.2K
|
12K
$483K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
408New |
$63.4K - $67.4K
|
408
$16.4K
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
379New |
$58.9K - $62.6K
|
379
$15.3K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
270+ 89.11% |
$41.9K - $44.6K
|
573
$23.1K
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
246New |
$38.2K - $40.6K
|
246
$9.9K
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
241+ 12.44% |
$37.4K - $39.8K
|
2.18K
$87.7K
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
225+ 3.99% |
$35K - $37.2K
|
5.86K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
224+ 10.28% |
$34.8K - $37K
|
2.4K
$96.7K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
209New |
$32.5K - $34.5K
|
209
$8.41K
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
209New |
$32.5K - $34.5K
|
209
$8.41K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
206+ 2.46% |
$32K - $34K
|
8.58K
$345K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
185+ 3.38% |
$28.7K - $30.5K
|
5.66K
$228K
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
182+ 0.48% |
$28.3K - $30.1K
|
37.7K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
172+ 63.7% |
$26.7K - $28.4K
|
442
$17.8K
|