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 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
650New |
$18.3K - $106K
|
650
$27.2K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
609New |
$17.1K - $99.6K
|
609
$25.5K
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
591+ 3.32% |
$16.6K - $96.7K
|
18.4K
$770K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
580New |
$16.3K - $94.9K
|
580
$24.3K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
563+ 1.13% |
$15.8K - $92.1K
|
50.6K
$2.12M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
544+ 0.95% |
$15.3K - $89K
|
57.7K
$2.42M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
504+ 34.4% |
$14.2K - $82.5K
|
1.97K
$82.5K
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
480+ 4.7% |
$13.5K - $78.5K
|
10.7K
$448K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
439+ 29.86% |
$12.3K - $71.8K
|
1.91K
$80K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
366+ 10.57% |
$10.3K - $59.9K
|
3.83K
$160K
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
285+ 29.53% |
$8.01K - $46.6K
|
1.25K
$52.4K
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
278+ 0.92% |
$7.81K - $45.5K
|
30.6K
$1.28M
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
252New |
$7.08K - $41.2K
|
252
$10.6K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
252New |
$7.08K - $41.2K
|
252
$10.6K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
252+ 0.68% |
$7.08K - $41.2K
|
37.4K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
238+ 0.35% |
$6.69K - $38.9K
|
68K
$2.85M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
219+ 5.5% |
$6.15K - $35.8K
|
4.2K
$176K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
211+ 5.49% |
$5.93K - $34.5K
|
4.05K
$170K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
204+ 52.85% |
$5.73K - $33.4K
|
590
$24.7K
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
201+ 1.9% |
$5.65K - $32.9K
|
10.8K
$451K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
185+ 9.41% |
$5.2K - $30.3K
|
2.15K
$90.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
184New |
$5.17K - $30.1K
|
184
$7.71K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
183New |
$5.14K - $29.9K
|
183
$7.67K
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
181+ 0.57% |
$5.09K - $29.6K
|
32K
$1.34M
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
176+ 7.56% |
$4.95K - $28.8K
|
2.5K
$105K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
172+ 15.28% |
$4.83K - $28.1K
|
1.3K
$54.4K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
160New |
$4.5K - $26.2K
|
160
$6.7K
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
152+ 8.65% |
$4.27K - $24.9K
|
1.91K
$80K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
130+ 3.41% |
$3.65K - $21.3K
|
3.94K
$165K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
118New |
$3.32K - $19.3K
|
118
$4.94K
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
118+ 41.55% |
$3.32K - $19.3K
|
402
$16.8K
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
118+ 41.55% |
$3.32K - $19.3K
|
402
$16.8K
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
113+ 0.9% |
$3.18K - $18.5K
|
12.7K
$530K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
104New |
$2.92K - $17K
|
104
$4.36K
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
101+ 3.48% |
$2.84K - $16.5K
|
3K
$126K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96New |
$2.7K - $15.7K
|
96
$4.02K
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
96+ 3.3% |
$2.7K - $15.7K
|
3K
$126K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
87+ 1.67% |
$2.44K - $14.2K
|
5.28K
$221K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
85New |
$2.39K - $13.9K
|
85
$3.56K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
85+ 4.05% |
$2.39K - $13.9K
|
2.18K
$91.5K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
81New |
$2.28K - $13.3K
|
81
$3.39K
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
75+ 0.34% |
$2.11K - $12.3K
|
22K
$921K
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
53+ 1.34% |
$1.49K - $8.67K
|
4K
$168K
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
50+ 0.25% |
$1.41K - $8.18K
|
20.2K
$846K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
48+ 5.76% |
$1.35K - $7.85K
|
882
$36.9K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
44+ 2.63% |
$1.24K - $7.2K
|
1.72K
$71.9K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
43New |
$1.21K - $7.04K
|
43
$1.8K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 1.66% |
$1.15K - $6.71K
|
2.5K
$105K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
41+ 1.66% |
$1.15K - $6.71K
|
2.5K
$105K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
39+ 16.32% |
$1.1K - $6.38K
|
278
$11.6K
|