Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 2022. 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 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.71KNew |
$104K - $606K
|
3.71K
$156K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.45K+ 1.73% |
$97K - $565K
|
203K
$8.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.4K+ 5.28% |
$95.7K - $557K
|
67.9K
$2.85M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.24K+ 1.83% |
$91.1K - $530K
|
180K
$7.56M
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3.16KNew |
$88.8K - $517K
|
3.16K
$133K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
3.05KNew |
$85.6K - $498K
|
3.05K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.01K+ 16.83% |
$84.6K - $492K
|
20.9K
$877K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.89K+ 2.77% |
$81.2K - $473K
|
107K
$4.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.86K+ 25.12% |
$80.4K - $468K
|
14.2K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
2.7K+ 8.5% |
$75.9K - $442K
|
34.5K
$1.45M
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
2.58K+ 59.49% |
$72.5K - $422K
|
6.92K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.56K+ 29.92% |
$71.8K - $418K
|
11.1K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.51KNew |
$70.6K - $411K
|
2.51K
$106K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
BUY
|
- |
2.41KNew |
$67.7K - $394K
|
2.41K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.38K+ 7.98% |
$66.7K - $389K
|
32.1K
$1.35M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.2KNew |
$61.8K - $360K
|
2.2K
$92.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.14K+ 0.74% |
$60.2K - $351K
|
292K
$12.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.14KNew |
$60.1K - $350K
|
2.14K
$89.8K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.93KNew |
$54.3K - $316K
|
1.93K
$81.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.91KNew |
$53.7K - $313K
|
1.91K
$80.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1.86K+ 0.62% |
$52.2K - $304K
|
300K
$12.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.86K+ 1.99% |
$52.2K - $304K
|
95.2K
$4M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
1.81KNew |
$50.7K - $295K
|
1.81K
$75.9K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.78K+ 0.82% |
$50.1K - $292K
|
220K
$9.25M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.73KNew |
$48.7K - $284K
|
1.73K
$72.8K
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.63K+ 3.04% |
$45.9K - $267K
|
55.3K
$2.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.6KNew |
$44.8K - $261K
|
1.6K
$67K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.57K+ 0.26% |
$44K - $256K
|
598K
$25.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.42K+ 74.18% |
$39.9K - $232K
|
3.33K
$140K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$39.8K - $232K
|
1.42K
$59.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.38K+ 3.06% |
$38.7K - $225K
|
46.3K
$1.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.36K+ 125.25% |
$38.2K - $222K
|
2.44K
$103K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
1.34KNew |
$37.7K - $219K
|
1.34K
$56.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.32KNew |
$37K - $215K
|
1.32K
$55.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.3KNew |
$36.6K - $213K
|
1.3K
$54.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.29KNew |
$36.3K - $212K
|
1.29K
$54.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.27K+ 0.83% |
$35.7K - $208K
|
154K
$6.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.27K+ 18071.43% |
$35.5K - $207K
|
1.27K
$53.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.13K+ 55.71% |
$31.8K - $185K
|
3.16K
$133K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
974+ 60.65% |
$27.4K - $159K
|
2.58K
$108K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
901+ 334.94% |
$25.3K - $147K
|
1.17K
$49.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
839New |
$23.6K - $137K
|
839
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
839New |
$23.6K - $137K
|
839
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
821+ 2.38% |
$23.1K - $134K
|
35.3K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
795New |
$22.3K - $130K
|
795
$33.4K
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
774+ 25.9% |
$21.7K - $127K
|
3.76K
$158K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
754+ 1.26% |
$21.2K - $123K
|
60.8K
$2.55M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
696+ 1.8% |
$19.6K - $114K
|
39.3K
$1.65M
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
695New |
$19.5K - $114K
|
695
$29.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
652+ 0.05% |
$18.3K - $107K
|
1.21M
$50.6M
|