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
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.43K- 10.37% |
$43.5K - $50.6K
|
12.4K
$498K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.43K- 3.5% |
$43.5K - $50.6K
|
39.5K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.46K- 0.42% |
$44.4K - $51.7K
|
350K
$14.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.53K- 3.17% |
$46.6K - $54.2K
|
46.9K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.63K- 1.95% |
$49.6K - $57.7K
|
82.1K
$3.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.68K- 33.88% |
$50.9K - $59.1K
|
3.27K
$132K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.69K- 3.21% |
$51.3K - $59.7K
|
51K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.72K- 32.09% |
$52.1K - $60.6K
|
3.63K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.72K- 0.85% |
$52.3K - $60.8K
|
200K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-1.89K- 61.9% |
$57.2K - $66.6K
|
1.16K
$46.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-1.9K- 5.49% |
$57.7K - $67.1K
|
32.7K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-1.91K- 8.78% |
$58.1K - $67.5K
|
19.9K
$800K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-2K- 8.91% |
$60.7K - $70.6K
|
20.4K
$823K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.01K- 0.71% |
$61.2K - $71.1K
|
281K
$11.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.06K- 36.91% |
$62.4K - $72.6K
|
3.51K
$141K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.1K- 0.36% |
$63.8K - $74.2K
|
577K
$23.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 3.09% |
$64K - $74.4K
|
66.1K
$2.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.17K- 9.49% |
$65.8K - $76.4K
|
20.7K
$832K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.17K- 4.46% |
$65.9K - $76.6K
|
46.5K
$1.87M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.22K- 10.97% |
$67.3K - $78.2K
|
18K
$724K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.26K- 0.71% |
$68.5K - $79.7K
|
316K
$12.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-2.39K- 17.45% |
$72.6K - $84.4K
|
11.3K
$455K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.41K- 1.1% |
$73.3K - $85.2K
|
218K
$8.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-2.54K- 6.16% |
$77.1K - $89.7K
|
38.7K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-2.63K- 7.43% |
$79.7K - $92.7K
|
32.7K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.74K- 15.64% |
$83.2K - $96.7K
|
14.8K
$595K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.8K- 2.55% |
$85K - $98.8K
|
107K
$4.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.86K- 0.32% |
$86.7K - $101K
|
899K
$36.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-2.94K- 8.42% |
$89.2K - $104K
|
32K
$1.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.98K- 0.41% |
$90.6K - $105K
|
733K
$29.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-3.01K- 1.32% |
$91.4K - $106K
|
225K
$9.04M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.18K- 3.32% |
$96.7K - $112K
|
92.8K
$3.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.2K- 0.31% |
$97.1K - $113K
|
1.02M
$41.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-3.23K- 10.7% |
$98.1K - $114K
|
27K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3.24K- 0.71% |
$98.4K - $114K
|
451K
$18.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.72K- 5.58% |
$113K - $131K
|
63K
$2.53M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.84K- 24.72% |
$117K - $136K
|
11.7K
$471K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.86K- 2.48% |
$117K - $136K
|
152K
$6.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.02K- 4.55% |
$122K - $142K
|
84.5K
$3.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.65K- 18.41% |
$141K - $164K
|
20.6K
$829K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-4.67K- 1.53% |
$142K - $165K
|
300K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.68K- 4.09% |
$142K - $165K
|
110K
$4.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.74K- 9.2% |
$144K - $167K
|
46.8K
$1.88M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.89K- 16.59% |
$148K - $173K
|
24.6K
$989K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.09K- 5.72% |
$155K - $180K
|
84K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-5.23K- 9.09% |
$159K - $184K
|
52.2K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-5.68K- 4.03% |
$173K - $201K
|
135K
$5.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.68K- 13.34% |
$173K - $201K
|
36.9K
$1.49M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.7K- 1.23% |
$173K - $201K
|
457K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-5.74K- 39.75% |
$174K - $203K
|
8.7K
$350K
|