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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.4K+ 6.92% |
$317K - $368K
|
161K
$6.48M
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
10.2K+ 1.9% |
$311K - $362K
|
550K
$22.1M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10KNew |
$304K - $353K
|
10K
$403K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
9.92KNew |
$301K - $350K
|
9.92K
$399K
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.7K+ 35.33% |
$295K - $343K
|
37.2K
$1.5M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
9.08KNew |
$276K - $321K
|
9.08K
$366K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.92K+ 23.19% |
$271K - $315K
|
47.4K
$1.91M
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.43KNew |
$256K - $297K
|
8.43K
$339K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
8.33KNew |
$253K - $294K
|
8.33K
$335K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$247K - $287K
|
8.13K
$327K
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.36K+ 55.99% |
$224K - $260K
|
20.5K
$825K
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.29K+ 6.56% |
$221K - $257K
|
118K
$4.77M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.13KNew |
$217K - $252K
|
7.13K
$287K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 37.1% |
$213K - $248K
|
25.9K
$1.04M
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.98K+ 3.48% |
$212K - $247K
|
207K
$8.35M
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
6.85KNew |
$208K - $242K
|
6.85K
$276K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
6.76KNew |
$205K - $239K
|
6.76K
$272K
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
6.61KNew |
$201K - $233K
|
6.61K
$266K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.44K+ 8.91% |
$196K - $228K
|
78.8K
$3.17M
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6.39KNew |
$194K - $225K
|
6.39K
$257K
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.19KNew |
$188K - $219K
|
6.19K
$249K
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
6.15KNew |
$187K - $217K
|
6.15K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.15KNew |
$187K - $217K
|
6.15K
$248K
|
|
Jan 23, 2024
Q4 2023
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
6.14KNew |
$186K - $217K
|
6.14K
$247K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
6.04K+ 8.97% |
$183K - $213K
|
73.3K
$2.95M
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$242K
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
6KNew |
$182K - $212K
|
6K
$242K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.99KNew |
$182K - $212K
|
5.99K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
5.84KNew |
$177K - $206K
|
5.84K
$235K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
5.83KNew |
$177K - $206K
|
5.83K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.78KNew |
$176K - $204K
|
5.78K
$233K
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.7KNew |
$173K - $201K
|
5.7K
$229K
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.95K+ 1.52% |
$150K - $175K
|
330K
$13.3M
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
4.94K+ 2.65% |
$150K - $175K
|
191K
$7.7M
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.92K+ 14.67% |
$150K - $174K
|
38.5K
$1.55M
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
4.66K+ 12.89% |
$141K - $164K
|
40.8K
$1.64M
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.18K+ 6.76% |
$127K - $148K
|
66K
$2.66M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.79K+ 0.83% |
$115K - $134K
|
460K
$18.5M
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.67K+ 4.42% |
$111K - $129K
|
86.5K
$3.48M
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.55K+ 23.14% |
$108K - $125K
|
18.9K
$759K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.51K+ 15.26% |
$106K - $124K
|
26.5K
$1.07M
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
3.5KNew |
$106K - $124K
|
3.5K
$141K
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
3.4K+ 3.12% |
$103K - $120K
|
112K
$4.52M
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
3.28K+ 30.06% |
$99.5K - $116K
|
14.2K
$570K
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 17.79% |
$96.1K - $112K
|
21K
$844K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
3.06K+ 0.89% |
$93K - $108K
|
349K
$14M
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 3.24% |
$91.6K - $106K
|
96.1K
$3.87M
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
2.82KNew |
$85.6K - $99.6K
|
2.82K
$114K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.66K+ 22.58% |
$80.6K - $93.7K
|
14.4K
$580K
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
2.12K+ 13.27% |
$64.3K - $74.8K
|
18.1K
$728K
|