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 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-245- 2.64% |
$7.44K - $8.65K
|
9.04K
$376K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-266- 3.22% |
$8.08K - $9.39K
|
8K
$333K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-275- 0.27% |
$8.35K - $9.71K
|
101K
$4.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-281- 0.32% |
$8.53K - $9.92K
|
88.1K
$3.66M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-282- 0.33% |
$8.56K - $9.96K
|
86.2K
$3.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-284- 1.92% |
$8.63K - $10K
|
14.5K
$602K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-286- 7.3% |
$8.69K - $10.1K
|
3.63K
$151K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-294- 0.3% |
$8.93K - $10.4K
|
98.7K
$4.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-298- 3.33% |
$9.05K - $10.5K
|
8.65K
$360K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-303- 0.63% |
$9.2K - $10.7K
|
47.8K
$1.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-310- 2.09% |
$9.41K - $10.9K
|
14.6K
$605K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-320- 4.16% |
$9.72K - $11.3K
|
7.37K
$306K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-351- 0.12% |
$10.7K - $12.4K
|
304K
$12.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-361- 2.58% |
$11K - $12.7K
|
13.6K
$567K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-387- 0.66% |
$11.8K - $13.7K
|
58.6K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-410- 0.95% |
$12.5K - $14.5K
|
42.6K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-417- 4.02% |
$12.7K - $14.7K
|
9.95K
$414K
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-430- 1.5% |
$13.1K - $15.2K
|
28.3K
$1.17M
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-461- 1.02% |
$14K - $16.3K
|
44.6K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-469- 14.08% |
$14.2K - $16.6K
|
2.86K
$119K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-475- 2.43% |
$14.4K - $16.8K
|
19.1K
$794K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-476- 2.34% |
$14.5K - $16.8K
|
19.9K
$828K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-482- 1.31% |
$14.6K - $17K
|
36.3K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-532- 54.45% |
$16.2K - $18.8K
|
445
$18.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-539- 3.48% |
$16.4K - $19K
|
14.9K
$621K
|
|
|
Feb 05, 2024
Q4 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-600- 0.33% |
$18.2K - $21.2K
|
183K
$7.61M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-615- 3.21% |
$18.7K - $21.7K
|
18.5K
$771K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-645- 1.1% |
$19.6K - $22.8K
|
57.9K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-742- 1.23% |
$22.5K - $26.2K
|
59.7K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-750- 9.01% |
$22.8K - $26.5K
|
7.58K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-756- 0.92% |
$23K - $26.7K
|
81.5K
$3.39M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-761- 83.63% |
$23.1K - $26.9K
|
149
$6.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-771- 7.41% |
$23.4K - $27.2K
|
9.64K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
SELL
|
- |
-855- 9.39% |
$26K - $30.2K
|
8.25K
$343K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-857- 2.97% |
$26K - $30.3K
|
28K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-882- 40.91% |
$26.8K - $31.1K
|
1.27K
$53K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-938- 4.66% |
$28.5K - $33.1K
|
19.2K
$798K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1K- 1.2% |
$30.4K - $35.3K
|
82.2K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.01K- 3.1% |
$30.6K - $35.6K
|
31.5K
$1.31M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 11.14% |
$31K - $36K
|
8.14K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.03K- 6.25% |
$31.2K - $36.3K
|
15.4K
$641K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.13K- 0.05% |
$34.2K - $39.8K
|
2.3M
$95.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.26K- 3.03% |
$38.2K - $44.5K
|
40.3K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.28K- 3.04% |
$38.8K - $45.1K
|
40.8K
$1.69M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.28K- 0.82% |
$38.8K - $45.1K
|
155K
$6.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.37K- 5.54% |
$41.5K - $48.3K
|
23.3K
$969K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.37K- 0.6% |
$41.5K - $48.3K
|
226K
$9.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.38K- 6.9% |
$41.8K - $48.6K
|
18.6K
$772K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.41K- 0.47% |
$42.7K - $49.6K
|
298K
$12.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1.42K- 0.58% |
$43K - $50K
|
244K
$10.2M
|