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 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-75- 1.15% |
$2.11K - $12.3K
|
6.45K
$270K
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-75- 0.82% |
$2.11K - $12.3K
|
9.05K
$379K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-82- 1.99% |
$2.3K - $13.4K
|
4.05K
$170K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-85- 3.35% |
$2.39K - $13.9K
|
2.45K
$103K
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
SELL
|
- |
-90- 6.39% |
$2.53K - $14.7K
|
1.32K
$55.3K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-98- 2.67% |
$2.75K - $16K
|
3.57K
$149K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-104- 0.26% |
$2.92K - $17K
|
39.6K
$1.66M
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-109- 1.74% |
$3.06K - $17.8K
|
6.17K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-110- 1.39% |
$3.09K - $18K
|
7.78K
$326K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-115- 2.22% |
$3.23K - $18.8K
|
5.06K
$212K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-119- 1.04% |
$3.34K - $19.5K
|
11.4K
$476K
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-130- 1.28% |
$3.65K - $21.3K
|
9.99K
$419K
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
SELL
|
- |
-135- 2.04% |
$3.79K - $22.1K
|
6.49K
$272K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-151- 6.22% |
$4.24K - $24.7K
|
2.28K
$95.4K
|
|
Jan 27, 2023
Q4 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-151- 10.05% |
$4.24K - $24.7K
|
1.35K
$56.6K
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-160- 7.82% |
$4.5K - $26.2K
|
1.89K
$79K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-172- 1.16% |
$4.83K - $28.1K
|
14.6K
$613K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-195- 1.8% |
$5.48K - $31.9K
|
10.7K
$447K
|
|
Feb 09, 2023
Q4 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-196- 2.23% |
$5.51K - $32.1K
|
8.61K
$361K
|
|
Feb 08, 2023
Q4 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-200- 57.14% |
$5.62K - $32.7K
|
150
$6.28K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-206- 4.07% |
$5.79K - $33.7K
|
4.85K
$203K
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-220- 3.37% |
$6.18K - $36K
|
6.31K
$264K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-221- 53.51% |
$6.21K - $36.2K
|
192
$8.04K
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-240- 9.21% |
$6.74K - $39.3K
|
2.37K
$99.1K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-246- 1.11% |
$6.91K - $40.2K
|
21.9K
$917K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-250- 2.91% |
$7.03K - $40.9K
|
8.34K
$349K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-269- 1.24% |
$7.56K - $44K
|
21.5K
$899K
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-287- 0.47% |
$8.06K - $47K
|
60.7K
$2.54M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-293- 10.38% |
$8.23K - $47.9K
|
2.53K
$106K
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
SELL
|
- |
-315- 7.25% |
$8.85K - $51.5K
|
4.03K
$169K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-321- 0.3% |
$9.02K - $52.5K
|
107K
$4.5M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-324- 0.69% |
$9.1K - $53K
|
46.5K
$1.95M
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-349- 18.73% |
$9.81K - $57.1K
|
1.51K
$63.4K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-353- 3.25% |
$9.92K - $57.8K
|
10.5K
$440K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-366- 0.91% |
$10.3K - $59.9K
|
39.8K
$1.67M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-375- 12.69% |
$10.5K - $61.4K
|
2.58K
$108K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-388- 97.73% |
$10.9K - $63.5K
|
9
$377
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-394- 8.08% |
$11.1K - $64.5K
|
4.48K
$188K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-408- 18.14% |
$11.5K - $66.8K
|
1.84K
$77.1K
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-414- 17.05% |
$11.6K - $67.7K
|
2.01K
$84.4K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-458- 17.39% |
$12.9K - $74.9K
|
2.18K
$91.1K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-460- 6.07% |
$12.9K - $75.3K
|
7.12K
$298K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-465- 7.23% |
$13.1K - $76.1K
|
5.97K
$250K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-471- 6.52% |
$13.2K - $77.1K
|
6.76K
$283K
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-472- 0.21% |
$13.3K - $77.2K
|
220K
$9.22M
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-473- 10.77% |
$13.3K - $77.4K
|
3.92K
$164K
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-488- 0.73% |
$13.7K - $79.8K
|
66.2K
$2.77M
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-585- 7.53% |
$16.4K - $95.7K
|
7.18K
$301K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-635- 20.85% |
$17.8K - $104K
|
2.41K
$101K
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-637- 8.78% |
$17.9K - $104K
|
6.62K
$277K
|