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 |
---|---|---|---|---|---|---|---|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-532- 29.56% |
$85.1K - $91.5K
|
1.27K
$53.1K
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-536- 2.41% |
$85.7K - $92.2K
|
21.7K
$909K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-600- 0.33% |
$95.9K - $103K
|
183K
$7.65M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-618Closed |
$98.8K - $106K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-650- 0.35% |
$104K - $112K
|
185K
$7.77M
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-650- 0.43% |
$104K - $112K
|
150K
$6.3M
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-681- 9.64% |
$109K - $117K
|
6.38K
$267K
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-710- 1.18% |
$114K - $122K
|
59.2K
$2.48M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-718- 1.71% |
$115K - $123K
|
41.3K
$1.73M
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-724- 1.49% |
$116K - $124K
|
47.8K
$2M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-840- 1.47% |
$134K - $144K
|
56.2K
$2.35M
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
SELL
|
- |
-875- 7.99% |
$140K - $150K
|
10.1K
$422K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-958- 19.43% |
$153K - $165K
|
3.97K
$166K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.04K- 25.8% |
$165K - $178K
|
2.98K
$125K
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.1K- 7.11% |
$176K - $190K
|
14.4K
$603K
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-1.15K- 12.09% |
$185K - $198K
|
8.39K
$352K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.27K- 0.83% |
$204K - $219K
|
152K
$6.39M
|
|
Jan 28, 2022
Q4 2021
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-1.33K- 1.54% |
$212K - $228K
|
85.1K
$3.56M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 0.53% |
$218K - $235K
|
258K
$10.8M
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.44KClosed |
$230K - $247K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.55K- 3.54% |
$248K - $267K
|
42.3K
$1.77M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.58K- 30.91% |
$252K - $271K
|
3.52K
$147K
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.59K- 2.06% |
$254K - $273K
|
75.6K
$3.17M
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-1.85K- 20.73% |
$295K - $317K
|
7.06K
$296K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.92K- 1.4% |
$306K - $329K
|
135K
$5.67M
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-2.12K- 0.88% |
$339K - $365K
|
238K
$9.95M
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-2.33K- 93.94% |
$372K - $400K
|
150
$6.28K
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.48K- 62.28% |
$396K - $426K
|
1.5K
$62.8K
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.61KClosed |
$417K - $449K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.91K- 1.86% |
$465K - $500K
|
153K
$6.42M
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 0.75% |
$485K - $521K
|
403K
$16.9M
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-3.17K- 4.28% |
$507K - $546K
|
71K
$2.97M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.3KClosed |
$528K - $567K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.6K- 1.82% |
$575K - $619K
|
194K
$8.11M
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.67K- 10.82% |
$587K - $631K
|
30.2K
$1.27M
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3.8K- 1.28% |
$608K - $654K
|
293K
$12.3M
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.5K- 1.94% |
$719K - $773K
|
227K
$9.53M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
SELL
|
- |
-4.87KClosed |
$779K - $838K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.38K- 2.73% |
$860K - $925K
|
192K
$8.04M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-6.23K- 5.77% |
$996K - $1.07M
|
102K
$4.27M
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.98K- 0.63% |
$1.28M - $1.37M
|
1.26M
$52.9M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-8.6K- 7.11% |
$1.37M - $1.48M
|
112K
$4.71M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.77KClosed |
$1.4M - $1.51M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.85K- 99.99% |
$1.42M - $1.52M
|
1
$41.9
|
|
Jan 25, 2022
Q4 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-8.88KClosed |
$1.42M - $1.53M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-9.18K- 15.49% |
$1.47M - $1.58M
|
50.1K
$2.1M
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-9.82KClosed |
$1.57M - $1.69M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.2K- 0.85% |
$1.64M - $1.76M
|
1.2M
$50.2M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.7KClosed |
$1.87M - $2.01M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.7K- 88.81% |
$2.83M - $3.04M
|
2.23K
$93.3K
|