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 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-557- 1.32% |
$86.5K - $92K
|
41.5K
$1.67M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-580- 2.95% |
$90.1K - $95.8K
|
19.1K
$769K
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-607- 1.45% |
$94.3K - $100K
|
41.4K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-650- 1.1% |
$101K - $107K
|
58.3K
$2.34M
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-707- 7.35% |
$110K - $117K
|
8.91K
$358K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-727- 10.4% |
$113K - $120K
|
6.26K
$252K
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-800- 24.88% |
$124K - $132K
|
2.42K
$97.2K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-831- 24.15% |
$129K - $137K
|
2.61K
$105K
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-846- 8.7% |
$131K - $140K
|
8.88K
$358K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-855- 25.68% |
$133K - $141K
|
2.48K
$99.6K
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-911- 1.17% |
$142K - $150K
|
77.2K
$3.11M
|
|
Oct 25, 2021
Q3 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-925- 1.06% |
$144K - $153K
|
86.4K
$3.48M
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-961- 1.57% |
$149K - $159K
|
60.3K
$2.43M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.01K- 28.09% |
$157K - $167K
|
2.59K
$104K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.05K- 13.12% |
$164K - $174K
|
6.98K
$281K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.08K- 38.1% |
$167K - $178K
|
1.75K
$70.4K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.16K- 0.75% |
$181K - $192K
|
154K
$6.19M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
SELL
|
- |
-1.17K- 30.6% |
$182K - $193K
|
2.65K
$107K
|
|
Nov 15, 2021
Q3 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-1.22K- 40.7% |
$189K - $201K
|
1.77K
$71.3K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-1.22K- 0.65% |
$189K - $201K
|
186K
$7.49M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-1.23K- 8.31% |
$191K - $203K
|
13.5K
$545K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 3.3% |
$192K - $204K
|
36.2K
$1.46M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.25KClosed |
$194K - $207K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.26KClosed |
$195K - $208K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26KClosed |
$196K - $209K
|
0
$0
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.29K- 7.52% |
$201K - $213K
|
15.9K
$639K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 5.93% |
$201K - $214K
|
20.6K
$828K
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.43K- 17.59% |
$222K - $236K
|
6.7K
$270K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.48KClosed |
$230K - $244K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-1.5K- 12.02% |
$232K - $247K
|
10.9K
$441K
|
|
Oct 15, 2021
Q3 2021
|
Insight Folios Inc
|
SELL
|
- |
-1.52KClosed |
$236K - $251K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.68K- 12.85% |
$261K - $277K
|
11.4K
$458K
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.7K- 2.24% |
$264K - $280K
|
74.2K
$2.98M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.73K- 34.42% |
$269K - $286K
|
3.3K
$133K
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-1.74K- 26.34% |
$271K - $288K
|
4.87K
$196K
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.11K- 4.04% |
$327K - $348K
|
50.1K
$2.02M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.58K- 8.48% |
$401K - $427K
|
27.9K
$1.12M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 1.93% |
$419K - $445K
|
137K
$5.53M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-2.9K- 5.06% |
$451K - $479K
|
54.5K
$2.19M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.94K- 24.94% |
$457K - $486K
|
8.86K
$356K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 14.57% |
$475K - $505K
|
17.9K
$722K
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.42K- 12.63% |
$531K - $565K
|
23.7K
$952K
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.85K- 13.61% |
$598K - $636K
|
24.4K
$983K
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.04KClosed |
$783K - $832K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.67K- 2.8% |
$881K - $937K
|
197K
$7.94M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-6.19KClosed |
$962K - $1.02M
|
0
$0
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.86K- 75.78% |
$1.22M - $1.3M
|
2.51K
$101K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.45K- 4.1% |
$1.31M - $1.39M
|
197K
$7.94M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.5K- 6.16% |
$1.64M - $1.74M
|
161K
$6.46M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-10.8KClosed |
$1.68M - $1.79M
|
0
$0
|