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 |
---|---|---|---|---|---|---|---|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-40- 3.46% |
$6.21K - $6.6K
|
1.12K
$46.7K
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-45- 32.85% |
$6.99K - $7.43K
|
92
$3.85K
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-45- 32.85% |
$6.99K - $7.43K
|
92
$3.85K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 0.58% |
$7.61K - $8.09K
|
8.36K
$350K
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 0.58% |
$7.61K - $8.09K
|
8.36K
$350K
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-60- 0.19% |
$9.32K - $9.91K
|
32.3K
$1.35M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-68- 4.54% |
$10.6K - $11.2K
|
1.43K
$59.9K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75Closed |
$11.7K - $12.4K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-76- 0.05% |
$11.8K - $12.5K
|
151K
$6.33M
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
SELL
|
- |
-76- 0.89% |
$11.8K - $12.5K
|
8.5K
$356K
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-77- 0.92% |
$12K - $12.7K
|
8.31K
$348K
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-81- 0.24% |
$12.6K - $13.4K
|
33K
$1.38M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100- 71.43% |
$15.5K - $16.5K
|
40
$1.68K
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-110- 13.58% |
$17.1K - $18.2K
|
700
$29.3K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-111- 7.12% |
$17.2K - $18.3K
|
1.45K
$60.6K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-115- 0.1% |
$17.9K - $19K
|
121K
$5.07M
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-125- 7.66% |
$19.4K - $20.6K
|
1.51K
$63.1K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-132- 58.67% |
$20.5K - $21.8K
|
93
$3.9K
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-133- 7.26% |
$20.7K - $22K
|
1.7K
$71.2K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-133Closed |
$20.7K - $22K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-142- 0.06% |
$22.1K - $23.4K
|
232K
$9.72M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-144- 3.3% |
$22.4K - $23.8K
|
4.22K
$177K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-148- 4.77% |
$23K - $24.4K
|
2.95K
$124K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 65.79% |
$23.3K - $24.8K
|
78
$3.27K
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-151- 4.2% |
$23.5K - $24.9K
|
3.45K
$144K
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-153- 8.98% |
$23.8K - $25.3K
|
1.55K
$65K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-161- 3.03% |
$25K - $26.6K
|
5.16K
$216K
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
SELL
|
- |
-167- 1.72% |
$25.9K - $27.6K
|
9.55K
$400K
|
|
Oct 25, 2021
Q3 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-189- 11.67% |
$29.4K - $31.2K
|
1.43K
$59.9K
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-191- 1.22% |
$29.7K - $31.5K
|
15.5K
$650K
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-200- 0.33% |
$31.1K - $33K
|
59.9K
$2.51M
|
|
Oct 22, 2021
Q3 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-216- 2.08% |
$33.6K - $35.7K
|
10.2K
$426K
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-218Closed |
$33.9K - $36K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-244- 0.35% |
$37.9K - $40.3K
|
69.5K
$2.91M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-251- 8.92% |
$39K - $41.4K
|
2.56K
$107K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-266- 5.54% |
$41.3K - $43.9K
|
4.54K
$190K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-280- 0.38% |
$43.5K - $46.2K
|
74.2K
$3.11M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-283- 0.58% |
$44K - $46.7K
|
48.5K
$2.03M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-295- 6.85% |
$45.8K - $48.7K
|
4.01K
$168K
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-320- 2.33% |
$49.7K - $52.8K
|
13.4K
$562K
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
SELL
|
- |
-335- 6.27% |
$52K - $55.3K
|
5.01K
$210K
|
|
Dec 10, 2021
Q3 2021
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-336- 2.14% |
$52.2K - $55.5K
|
15.4K
$645K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-352- 0.19% |
$54.7K - $58.1K
|
183K
$7.68M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-379- 74.61% |
$58.9K - $62.6K
|
129
$5.4K
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-390- 33.05% |
$60.6K - $64.4K
|
790
$33.1K
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-396- 5.76% |
$61.5K - $65.4K
|
6.48K
$271K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-410- 14.91% |
$63.7K - $67.7K
|
2.34K
$98K
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-455- 6.05% |
$70.7K - $75.1K
|
7.06K
$296K
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-480- 3.68% |
$74.6K - $79.3K
|
12.6K
$527K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-506- 0.31% |
$78.6K - $83.6K
|
160K
$6.71M
|