Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 2023. 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 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
253K+ 388.7% |
$8.05M - $42.1M
|
319K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
253K+ 600.71% |
$8.02M - $42M
|
295K
$11.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
244K+ 396.21% |
$7.76M - $40.7M
|
306K
$12.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
244K+ 402.13% |
$7.75M - $40.6M
|
305K
$12.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
241K+ 382.25% |
$7.66M - $40.1M
|
304K
$12.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
239K+ 396.39% |
$7.59M - $39.7M
|
299K
$12M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
238K+ 220.6% |
$7.55M - $39.5M
|
346K
$13.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
236K+ 505.35% |
$7.51M - $39.3M
|
283K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
229KNew |
$7.26M - $38M
|
229K
$9.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
214K+ 405.32% |
$6.8M - $35.6M
|
267K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
198K+ 416.21% |
$6.29M - $33M
|
246K
$9.89M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
181K+ 391.52% |
$5.76M - $30.2M
|
228K
$9.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
180K+ 384.45% |
$5.7M - $29.9M
|
226K
$9.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
178K+ 424.45% |
$5.66M - $29.6M
|
220K
$8.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
173K+ 317.32% |
$5.5M - $28.8M
|
228K
$9.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
166K+ 463.55% |
$5.27M - $27.6M
|
202K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
166K+ 361.38% |
$5.26M - $27.5M
|
211K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
162K+ 419.24% |
$5.14M - $26.9M
|
200K
$8.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
152K+ 399.87% |
$4.84M - $25.3M
|
190K
$7.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
150K+ 413.47% |
$4.77M - $25M
|
186K
$7.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147K+ 399.15% |
$4.67M - $24.4M
|
184K
$7.4M
|
|
|
Apr 22, 2024
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
147K+ 399.15% |
$4.67M - $24.4M
|
184K
$7.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
140K+ 433.37% |
$4.46M - $23.3M
|
173K
$6.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
134K+ 353.59% |
$4.26M - $22.3M
|
172K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
128K+ 397.27% |
$4.05M - $21.2M
|
160K
$6.43M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
126K+ 415.5% |
$4M - $20.9M
|
156K
$6.28M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
125K+ 402.07% |
$3.96M - $20.8M
|
156K
$6.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
124K+ 473.6% |
$3.95M - $20.7M
|
151K
$6.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
123K+ 483.73% |
$3.9M - $20.4M
|
148K
$5.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
113K+ 359.98% |
$3.6M - $18.9M
|
145K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
112K+ 378.73% |
$3.54M - $18.6M
|
141K
$5.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
110K+ 409.12% |
$3.5M - $18.3M
|
137K
$5.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
109K+ 399.11% |
$3.48M - $18.2M
|
137K
$5.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
109K+ 376.5% |
$3.46M - $18.1M
|
138K
$5.55M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
108K+ 403.4% |
$3.43M - $18M
|
135K
$5.42M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
108K+ 386.76% |
$3.42M - $17.9M
|
136K
$5.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
100K+ 400.0% |
$3.18M - $16.6M
|
125K
$5.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
90.2K+ 372.54% |
$2.87M - $15M
|
114K
$4.61M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
89.6K+ 463.9% |
$2.84M - $14.9M
|
109K
$4.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
88K+ 380.52% |
$2.79M - $14.6M
|
111K
$4.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
87.9K+ 400.41% |
$2.79M - $14.6M
|
110K
$4.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
82.9K+ 554.73% |
$2.63M - $13.8M
|
97.8K
$3.94M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
81.4K+ 401.2% |
$2.59M - $13.5M
|
102K
$4.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80.7K+ 396.68% |
$2.56M - $13.4M
|
101K
$4.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
79.1K+ 397.87% |
$2.51M - $13.2M
|
99K
$3.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
77.6K+ 400.0% |
$2.46M - $12.9M
|
97K
$3.9M
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
76.7K+ 398.13% |
$2.44M - $12.8M
|
96K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
75.9K+ 442.45% |
$2.41M - $12.6M
|
93K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
70.6K+ 396.1% |
$2.24M - $11.7M
|
88.4K
$3.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
69.1K+ 371.16% |
$2.2M - $11.5M
|
87.8K
$3.53M
|