Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 2023. 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, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.9M+ 464.88% |
$270M - $314M
|
10.8M
$435M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
873K+ 388.21% |
$26.5M - $30.8M
|
1.1M
$44.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
532KNew |
$16.2M - $18.8M
|
532K
$21.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
485KNew |
$14.7M - $17.1M
|
485K
$19.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
349K+ 118.48% |
$10.6M - $12.3M
|
644K
$25.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
295K+ 1.18% |
$8.95M - $10.4M
|
25.4M
$1.02B
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
182KNew |
$5.52M - $6.42M
|
182K
$7.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
176KNew |
$5.33M - $6.2M
|
176K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
168K+ 2.35% |
$5.11M - $5.94M
|
7.32M
$295M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
139K+ 2.73% |
$4.21M - $4.9M
|
5.23M
$211M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
138KNew |
$4.19M - $4.87M
|
138K
$5.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
126KNew |
$3.83M - $4.46M
|
126K
$5.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 8.03% |
$3.57M - $4.15M
|
1.58M
$63.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
82K+ 335.54% |
$2.49M - $2.89M
|
106K
$4.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
71.8KNew |
$2.18M - $2.54M
|
71.8K
$2.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
68.2K+ 5.99% |
$2.07M - $2.41M
|
1.21M
$48.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
62.4KNew |
$1.89M - $2.2M
|
62.4K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
60.8K+ 41.08% |
$1.85M - $2.15M
|
209K
$8.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60.5K+ 2.28% |
$1.84M - $2.14M
|
2.71M
$109M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
51.7K+ 13.25% |
$1.57M - $1.82M
|
441K
$17.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.5K+ 126.85% |
$1.56M - $1.82M
|
92.1K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46.1K+ 3.59% |
$1.4M - $1.63M
|
1.33M
$53.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
44.3K+ 94.21% |
$1.35M - $1.57M
|
91.4K
$3.68M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
43.8K+ 2.65% |
$1.33M - $1.55M
|
1.7M
$68.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
38.8K+ 12.07% |
$1.18M - $1.37M
|
360K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.7K+ 1.91% |
$1.09M - $1.26M
|
1.91M
$77M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
35.6K+ 2.62% |
$1.08M - $1.26M
|
1.39M
$56.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
34.2K+ 8.46% |
$1.04M - $1.21M
|
438K
$17.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
34KNew |
$1.03M - $1.2M
|
34K
$1.37M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
32.5KNew |
$988K - $1.15M
|
32.5K
$1.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
32.2K+ 1.48% |
$977K - $1.14M
|
2.2M
$88.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
29.5K+ 6.08% |
$895K - $1.04M
|
515K
$20.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
29.3KNew |
$890K - $1.04M
|
29.3K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
27.7KNew |
$840K - $977K
|
27.7K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
25.9K+ 3.6% |
$786K - $914K
|
744K
$30M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.3K+ 0.74% |
$647K - $752K
|
2.91M
$117M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
21K+ 4.9% |
$638K - $741K
|
450K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.3K+ 52.33% |
$587K - $683K
|
56.3K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.3K+ 78.27% |
$556K - $647K
|
41.7K
$1.68M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
16.8K+ 76.64% |
$511K - $594K
|
38.8K
$1.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
15.3KNew |
$464K - $540K
|
15.3K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
15KNew |
$456K - $530K
|
15K
$604K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.8K+ 10.77% |
$448K - $521K
|
152K
$6.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
14.3K+ 108.37% |
$434K - $505K
|
27.5K
$1.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
13.3K+ 7.7% |
$404K - $470K
|
186K
$7.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 5.92% |
$381K - $442K
|
224K
$9.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
12.2KNew |
$370K - $431K
|
12.2K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1KNew |
$368K - $428K
|
12.1K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
11.8KNew |
$360K - $418K
|
11.8K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4K+ 6.92% |
$317K - $368K
|
161K
$6.48M
|