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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
68.9K+ 390.92% |
$2.19M - $11.5M
|
86.5K
$3.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
68.7K+ 347.4% |
$2.18M - $11.4M
|
88.5K
$3.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
66.3K+ 393.48% |
$2.11M - $11M
|
83.2K
$3.46M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
66.3K+ 399.86% |
$2.11M - $11M
|
82.9K
$3.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
65.1K+ 380.23% |
$2.07M - $10.8M
|
82.2K
$3.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
61.1K+ 361.62% |
$1.94M - $10.2M
|
78K
$3.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
60.9K+ 533.34% |
$1.93M - $10.1M
|
72.3K
$3.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
60.5K+ 252208.33% |
$1.92M - $10.1M
|
60.6K
$2.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
58.6K+ 389.85% |
$1.86M - $9.75M
|
73.6K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
58.5K+ 365.63% |
$1.86M - $9.72M
|
74.5K
$3.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
53.6K+ 367.28% |
$1.7M - $8.91M
|
68.2K
$2.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
53.5K+ 390.09% |
$1.7M - $8.9M
|
67.3K
$2.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
53.3K+ 398.1% |
$1.69M - $8.86M
|
66.7K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
51.9K+ 438.07% |
$1.65M - $8.63M
|
63.8K
$2.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
50.9K+ 399.76% |
$1.62M - $8.46M
|
63.6K
$2.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
50.1K+ 396.62% |
$1.59M - $8.33M
|
62.7K
$2.61M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
49.8K+ 400.0% |
$1.58M - $8.27M
|
62.2K
$2.59M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
49.7K+ 409.55% |
$1.58M - $8.26M
|
61.8K
$2.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
49.1K+ 388.17% |
$1.56M - $8.16M
|
61.7K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
48.8K+ 410.91% |
$1.55M - $8.11M
|
60.6K
$2.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
48.7K+ 413.94% |
$1.55M - $8.1M
|
60.5K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
BUY
|
- |
48.5K+ 406.22% |
$1.54M - $8.06M
|
60.4K
$2.51M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
48.4KNew |
$1.54M - $8.05M
|
48.4K
$2.01M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
47.9K+ 414.6% |
$1.52M - $7.96M
|
59.4K
$2.47M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
47K+ 400.33% |
$1.49M - $7.81M
|
58.7K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
43.9K+ 321.97% |
$1.39M - $7.29M
|
57.5K
$2.39M
|
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
42.1K+ 400.09% |
$1.34M - $7M
|
52.7K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
41.8K+ 610.09% |
$1.33M - $6.96M
|
48.7K
$2.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
41.7K+ 400.0% |
$1.32M - $6.93M
|
52.1K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40.7K+ 419.98% |
$1.29M - $6.76M
|
50.4K
$2.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
39.5K+ 329.62% |
$1.25M - $6.57M
|
51.5K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
38.9K+ 370.08% |
$1.24M - $6.47M
|
49.4K
$2.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
38K+ 373.55% |
$1.21M - $6.31M
|
48.1K
$2M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
37.7K+ 879.29% |
$1.2M - $6.28M
|
42K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
36.4K+ 866.67% |
$1.16M - $6.05M
|
40.6K
$1.69M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.1KNew |
$1.15M - $6.01M
|
36.1K
$1.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
35.9K+ 401.72% |
$1.14M - $5.97M
|
44.8K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
35.9K+ 389.3% |
$1.14M - $5.96M
|
45.1K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
35.6K+ 393.9% |
$1.13M - $5.92M
|
44.7K
$1.86M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
34.9K+ 595.11% |
$1.11M - $5.8M
|
40.8K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
34.4K+ 389.38% |
$1.09M - $5.72M
|
43.2K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
34.3K+ 267.44% |
$1.09M - $5.7M
|
47.1K
$1.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34K+ 398.19% |
$1.08M - $5.66M
|
42.6K
$1.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
33.9K+ 548.91% |
$1.08M - $5.63M
|
40.1K
$1.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
33.4K+ 347.71% |
$1.06M - $5.56M
|
43K
$1.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
33.3K+ 405.07% |
$1.06M - $5.54M
|
41.6K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
32.7K+ 380.63% |
$1.04M - $5.43M
|
41.2K
$1.71M
|
|
|
Nov 03, 2023
Q3 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
32.5K+ 387.78% |
$1.03M - $5.41M
|
40.9K
$1.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
32.3K+ 688.62% |
$1.02M - $5.36M
|
36.9K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
30.6KNew |
$972K - $5.09M
|
30.6K
$1.27M
|