Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-45- 2.65% |
$7.2K - $7.74K
|
1.65K
$69.3K
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-58- 5.2% |
$9.27K - $9.97K
|
1.06K
$44.3K
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-60- 2.39% |
$9.59K - $10.3K
|
2.45K
$103K
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-60- 2.39% |
$9.59K - $10.3K
|
2.45K
$103K
|
|
Jan 28, 2022
Q4 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-62- 2.57% |
$9.91K - $10.7K
|
2.35K
$98.6K
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-64- 4.89% |
$10.2K - $11K
|
1.24K
$52.1K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-75- 0.9% |
$12K - $12.9K
|
8.28K
$347K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-75- 0.9% |
$12K - $12.9K
|
8.28K
$347K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-85- 1.42% |
$13.6K - $14.6K
|
5.91K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-93Closed |
$14.9K - $16K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 1.58% |
$15.8K - $17K
|
6.16K
$258K
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-100- 3.03% |
$16K - $17.2K
|
3.2K
$134K
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-100- 4.75% |
$16K - $17.2K
|
2.01K
$84K
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-117- 6.69% |
$18.7K - $20.1K
|
1.63K
$68.3K
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-118- 1.04% |
$18.9K - $20.3K
|
11.3K
$472K
|
|
Jan 28, 2022
Q4 2021
|
Davidson Trust CO
|
SELL
|
- |
-119- 5.11% |
$19K - $20.5K
|
2.21K
$92.5K
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
SELL
|
- |
-121- 0.89% |
$19.3K - $20.8K
|
13.4K
$562K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-123- 0.31% |
$19.7K - $21.1K
|
40.2K
$1.68M
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-131- 70.81% |
$20.9K - $22.5K
|
54
$2.26K
|
|
Jan 28, 2022
Q4 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-139- 2.07% |
$22.2K - $23.9K
|
6.56K
$275K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-143- 2.21% |
$22.9K - $24.6K
|
6.33K
$265K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-148Closed |
$23.7K - $25.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-150- 0.61% |
$24K - $25.8K
|
24.3K
$1.02M
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-155- 49.84% |
$24.8K - $26.7K
|
156
$6.53K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-173- 0.84% |
$27.7K - $29.7K
|
20.4K
$854K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-188- 9.65% |
$30.1K - $32.3K
|
1.76K
$73.8K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-200- 14.46% |
$32K - $34.4K
|
1.18K
$49.6K
|
|
Feb 10, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-200Closed |
$32K - $34.4K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-209Closed |
$33.4K - $35.9K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-216- 7.44% |
$34.5K - $37.1K
|
2.69K
$113K
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-216- 0.07% |
$34.5K - $37.1K
|
291K
$12.2M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-231- 0.4% |
$36.9K - $39.7K
|
58K
$2.43M
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-238- 16.45% |
$38.1K - $40.9K
|
1.21K
$50.6K
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-256- 2.52% |
$40.9K - $44K
|
9.92K
$416K
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-257- 2.14% |
$41.1K - $44.2K
|
11.7K
$492K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-272- 8.81% |
$43.5K - $46.8K
|
2.82K
$118K
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-277- 4.68% |
$44.3K - $47.6K
|
5.64K
$236K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-307Closed |
$49.1K - $52.8K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-341- 5.94% |
$54.5K - $58.6K
|
5.4K
$226K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-367- 12.98% |
$58.7K - $63.1K
|
2.46K
$103K
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-372- 4.38% |
$59.5K - $64K
|
8.11K
$340K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-375- 4.37% |
$60K - $64.5K
|
8.21K
$344K
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-376- 11.52% |
$60.1K - $64.7K
|
2.89K
$121K
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-377- 0.48% |
$60.3K - $64.8K
|
78.2K
$3.28M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-384- 2.01% |
$61.4K - $66K
|
18.7K
$785K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-408Closed |
$65.2K - $70.2K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-453- 1.62% |
$72.4K - $77.9K
|
27.4K
$1.15M
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-464- 0.67% |
$74.2K - $79.8K
|
69.1K
$2.89M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-470- 1.11% |
$75.2K - $80.8K
|
41.8K
$1.75M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-514- 1.42% |
$82.2K - $88.4K
|
35.7K
$1.5M
|