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 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
30.3K+ 400.0% |
$961K - $5.03M
|
37.8K
$1.52M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
30.2K+ 363.94% |
$959K - $5.02M
|
38.5K
$1.55M
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
29.5KNew |
$936K - $4.9M
|
29.5K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
29.2K+ 382.7% |
$926K - $4.85M
|
36.8K
$1.48M
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
28.1K+ 387.55% |
$892K - $4.67M
|
35.3K
$1.42M
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
BUY
|
- |
27.7K+ 400.0% |
$879K - $4.6M
|
34.6K
$1.39M
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
BUY
|
- |
27.4K+ 364.73% |
$870K - $4.55M
|
34.9K
$1.41M
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
27.4K+ 440.47% |
$869K - $4.55M
|
33.6K
$1.35M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
27.3K+ 431.75% |
$866K - $4.53M
|
33.6K
$1.35M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
27K+ 84.44% |
$858K - $4.49M
|
59K
$2.38M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
26.2K+ 385.98% |
$833K - $4.36M
|
33K
$1.33M
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
25.9K+ 395.05% |
$823K - $4.31M
|
32.5K
$1.31M
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
25.1K+ 400.0% |
$796K - $4.17M
|
31.3K
$1.26M
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
24.8K+ 400.0% |
$787K - $4.12M
|
31K
$1.25M
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
24.5K+ 304.72% |
$777K - $4.07M
|
32.5K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
24.5K+ 400.0% |
$777K - $4.07M
|
30.6K
$1.23M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.3K+ 615.39% |
$772K - $4.04M
|
28.3K
$1.14M
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
23.9K+ 377.85% |
$758K - $3.97M
|
30.2K
$1.22M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
23.4K+ 400.0% |
$744K - $3.89M
|
29.3K
$1.18M
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
23.2K+ 400.0% |
$737K - $3.86M
|
29K
$1.17M
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
23.1K+ 365.24% |
$735K - $3.85M
|
29.5K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
22.8K+ 373.81% |
$723K - $3.79M
|
28.9K
$1.16M
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
22.6K+ 368.83% |
$717K - $3.75M
|
28.7K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22.5K+ 458.94% |
$716K - $3.75M
|
27.5K
$1.11M
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22.4K+ 400.0% |
$711K - $3.72M
|
28K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.9K+ 987.55% |
$663K - $3.47M
|
23K
$926K
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20.8K+ 378.73% |
$660K - $3.45M
|
26.2K
$1.06M
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
20.7K+ 32.86% |
$658K - $3.44M
|
83.7K
$3.37M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
BUY
|
- |
20.5K+ 400.0% |
$652K - $3.42M
|
25.7K
$1.03M
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
20.3K+ 398.37% |
$645K - $3.37M
|
25.4K
$1.02M
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20.2KNew |
$641K - $3.36M
|
20.2K
$813K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20K+ 431.48% |
$636K - $3.33M
|
24.7K
$994K
|
|
Nov 13, 2023
Q3 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
20K+ 400.0% |
$635K - $3.33M
|
25K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19.9K+ 398.3% |
$631K - $3.3M
|
24.9K
$1M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19.7K+ 397.2% |
$625K - $3.27M
|
24.7K
$993K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.6KNew |
$622K - $3.26M
|
19.6K
$789K
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
19.4K+ 400.02% |
$617K - $3.23M
|
24.3K
$977K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
18.7K+ 400.0% |
$595K - $3.12M
|
23.4K
$944K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
18.7K+ 452.4% |
$594K - $3.11M
|
22.8K
$919K
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
18.7K+ 400.0% |
$593K - $3.11M
|
23.4K
$941K
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
18.4K+ 418.25% |
$586K - $3.07M
|
22.9K
$921K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.2K+ 403.34% |
$579K - $3.03M
|
22.8K
$917K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
18.1K+ 399.67% |
$576K - $3.02M
|
22.7K
$913K
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
17.9K+ 400.0% |
$570K - $2.98M
|
22.4K
$904K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
17.6K+ 400.0% |
$558K - $2.92M
|
21.9K
$884K
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
17.5KNew |
$556K - $2.91M
|
17.5K
$706K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
17.4K+ 395.11% |
$552K - $2.89M
|
21.8K
$877K
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
16.5K+ 257.45% |
$523K - $2.74M
|
22.9K
$921K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.2K+ 367.27% |
$515K - $2.7M
|
20.6K
$831K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
16.2K+ 407.13% |
$515K - $2.7M
|
20.2K
$813K
|