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 |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.51% |
$1.37K - $1.59K
|
8.9K
$359K
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
45+ 0.47% |
$1.37K - $1.59K
|
9.52K
$383K
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
39+ 0.32% |
$1.18K - $1.38K
|
12.3K
$497K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
38+ 0.52% |
$1.15K - $1.34K
|
7.37K
$297K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
34+ 0.44% |
$1.03K - $1.2K
|
7.7K
$310K
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
28+ 0.28% |
$850 - $989
|
10.2K
$410K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17+ 0.51% |
$516 - $600
|
3.33K
$134K
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
15+ 0.15% |
$456 - $530
|
9.91K
$399K
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12+ 0.09% |
$364 - $424
|
13.1K
$529K
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
9+ 0.15% |
$273 - $318
|
5.91K
$238K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.16% |
$213 - $247
|
4.5K
$181K
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
7+ 0.52% |
$213 - $247
|
1.36K
$54.8K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3+ 0.01% |
$91.1 - $106
|
26.3K
$1.06M
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.42% |
$60.7 - $70.6
|
479
$19.3K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.31% |
$30.4 - $35.3
|
321
$12.9K
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$30.4 - $35.3
|
19.6K
$789K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.09% |
$30.4 - $35.3
|
1.1K
$44.1K
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- -0.0% |
$30.4 - $35.3
|
25.4K
$1.02M
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-16- 0.21% |
$486 - $565
|
7.71K
$310K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-22- 0.03% |
$668 - $777
|
63.8K
$2.57M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 1.12% |
$759 - $883
|
2.21K
$89.1K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-31- 0.02% |
$941 - $1.09K
|
190K
$7.67M
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-42- 0.11% |
$1.28K - $1.48K
|
37.8K
$1.52M
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-47- 0.45% |
$1.43K - $1.66K
|
10.4K
$418K
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-50- 0.16% |
$1.52K - $1.77K
|
30.9K
$1.25M
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-50- 0.39% |
$1.52K - $1.77K
|
12.8K
$517K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-58- 0.12% |
$1.76K - $2.05K
|
49.4K
$1.99M
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-83- 1.98% |
$2.52K - $2.93K
|
4.11K
$165K
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-91- 0.4% |
$2.76K - $3.21K
|
22.8K
$917K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-94- 0.03% |
$2.85K - $3.32K
|
328K
$13.2M
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-110- 0.53% |
$3.34K - $3.88K
|
20.5K
$827K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-116- 0.03% |
$3.52K - $4.1K
|
414K
$16.7M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-127- 50.4% |
$3.86K - $4.48K
|
125
$5.04K
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-129- 1.22% |
$3.92K - $4.55K
|
10.5K
$422K
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-148- 0.33% |
$4.49K - $5.23K
|
44.5K
$1.79M
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-151- 0.34% |
$4.59K - $5.33K
|
44.7K
$1.8M
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-165- 1.86% |
$5.01K - $5.83K
|
8.7K
$350K
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-174- 0.11% |
$5.28K - $6.14K
|
159K
$6.42M
|
|
Feb 09, 2024
Q4 2023
|
Solitude Financial Services
|
SELL
|
- |
-183- 0.62% |
$5.56K - $6.46K
|
29.3K
$1.18M
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-200- 4.28% |
$6.07K - $7.06K
|
4.47K
$180K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-214- 0.94% |
$6.5K - $7.56K
|
22.5K
$905K
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-215- 0.34% |
$6.53K - $7.59K
|
62.5K
$2.52M
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-218- 0.93% |
$6.62K - $7.7K
|
23.2K
$935K
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
SELL
|
- |
-225- 39.82% |
$6.83K - $7.94K
|
340
$13.7K
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-235- 0.72% |
$7.14K - $8.3K
|
32.2K
$1.3M
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-239- 3.72% |
$7.26K - $8.44K
|
6.19K
$249K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-245- 2.64% |
$7.44K - $8.65K
|
9.04K
$364K
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-266- 3.22% |
$8.08K - $9.39K
|
8K
$322K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-275- 0.27% |
$8.35K - $9.71K
|
101K
$4.06M
|