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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-647- 3.01% |
$18.2K - $106K
|
20.8K
$875K
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-795- 39.87% |
$22.3K - $130K
|
1.2K
$50.4K
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-799- 12.72% |
$22.5K - $131K
|
5.48K
$230K
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-801- 31.54% |
$22.5K - $131K
|
1.74K
$73K
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-807- 2.97% |
$22.7K - $132K
|
26.3K
$1.11M
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
SELL
|
- |
-864- 19.88% |
$24.3K - $141K
|
3.48K
$146K
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-905- 26.25% |
$25.4K - $148K
|
2.54K
$107K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-909- 15.86% |
$25.5K - $149K
|
4.82K
$203K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-959- 1.2% |
$26.9K - $157K
|
79K
$3.32M
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-975- 1.7% |
$27.4K - $160K
|
56.5K
$2.37M
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.46KClosed |
$40.9K - $238K
|
0
$0
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 1.13% |
$42K - $245K
|
130K
$5.47M
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.84K- 11.02% |
$51.8K - $301K
|
14.9K
$625K
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.86K- 26.55% |
$52.2K - $304K
|
5.14K
$216K
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.86K- 9.31% |
$52.4K - $305K
|
18.1K
$762K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.88K- 41.08% |
$52.7K - $307K
|
2.69K
$113K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.99K- 0.1% |
$55.9K - $326K
|
1.92M
$80.7M
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.99K- 1.08% |
$55.9K - $326K
|
183K
$7.67M
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-2.02K- 1.39% |
$56.7K - $330K
|
143K
$5.99M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.15K- 2.87% |
$60.3K - $351K
|
72.5K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.37K- 44.96% |
$66.6K - $388K
|
2.9K
$122K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.46K- 1.21% |
$69.2K - $403K
|
202K
$8.47M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-2.59K- 18.08% |
$72.8K - $424K
|
11.7K
$493K
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-2.81K- 3.38% |
$78.8K - $459K
|
80.3K
$3.37M
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3K- 9.34% |
$84.3K - $491K
|
29.1K
$1.22M
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-3.21K- 29.74% |
$90.1K - $524K
|
7.57K
$318K
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.21K- 3.0% |
$90.1K - $525K
|
104K
$4.36M
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.44K- 0.59% |
$96.7K - $563K
|
584K
$24.5M
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-3.63K- 15.68% |
$102K - $595K
|
19.5K
$821K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.67K- 5.68% |
$103K - $600K
|
61K
$2.56M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.86K- 34.55% |
$108K - $631K
|
7.31K
$307K
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.86K- 34.55% |
$108K - $631K
|
7.31K
$307K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.12K- 84.04% |
$116K - $674K
|
783
$32.9K
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-4.37K- 10.12% |
$123K - $715K
|
38.8K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.06K- 19.26% |
$142K - $827K
|
21.2K
$890K
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-5.48K- 14.84% |
$154K - $897K
|
31.5K
$1.32M
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.65K- 23.44% |
$159K - $924K
|
18.4K
$774K
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-6.43K- 10.8% |
$181K - $1.05M
|
53.1K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-7.42K- 0.75% |
$208K - $1.21M
|
985K
$41.4M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-8.61K- 67.08% |
$242K - $1.41M
|
4.23K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.19K- 44.47% |
$258K - $1.5M
|
11.5K
$482K
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
SELL
|
- |
-9.73K- 62.96% |
$273K - $1.59M
|
5.72K
$240K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.4K- 13.27% |
$291K - $1.69M
|
67.7K
$2.84M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.6K- 9.16% |
$297K - $1.73M
|
105K
$4.4M
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-12.6K- 82.02% |
$355K - $2.06M
|
2.77K
$116K
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-14.8K- 89.23% |
$416K - $2.42M
|
1.79K
$75.1K
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-23.4K- 80.0% |
$658K - $3.83M
|
5.86K
$246K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31.3K- 2.81% |
$878K - $5.11M
|
1.08M
$45.4M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-31.5K- 11.69% |
$885K - $5.16M
|
238K
$10M
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-32K- 55.79% |
$899K - $5.23M
|
25.3K
$1.06M
|