Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.36MNew |
$54.5M - $58.2M
|
1.36M
$56.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
328KNew |
$13.2M - $14.1M
|
328K
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
321K+ 5.36% |
$12.9M - $13.8M
|
6.3M
$263M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
118K+ 104.35% |
$4.73M - $5.05M
|
231K
$9.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
103K+ 28.26% |
$4.15M - $4.43M
|
469K
$19.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
97.7KNew |
$3.92M - $4.19M
|
97.7K
$4.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
73.9K+ 11.82% |
$2.97M - $3.17M
|
699K
$29.3M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
72.4K+ 14.59% |
$2.91M - $3.11M
|
569K
$23.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
54.6KNew |
$2.19M - $2.34M
|
54.6K
$2.28M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
52.3K+ 3.13% |
$2.1M - $2.24M
|
1.72M
$72M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.85M - $1.97M
|
46K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
36.6KNew |
$1.47M - $1.57M
|
36.6K
$1.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24.6K+ 14.32% |
$987K - $1.05M
|
196K
$8.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.1K+ 21.34% |
$847K - $905K
|
120K
$5.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.1K+ 25.54% |
$847K - $905K
|
104K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.5K+ 9.57% |
$823K - $879K
|
235K
$9.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.2K+ 198.55% |
$732K - $783K
|
27.4K
$1.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.3KNew |
$532K - $569K
|
13.3K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
12K+ 0.58% |
$482K - $514K
|
2.07M
$86.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.9K+ 2.36% |
$476K - $508K
|
515K
$21.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.6KNew |
$467K - $499K
|
11.6K
$486K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.8K+ 4.02% |
$433K - $463K
|
279K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
9.54K+ 1.72% |
$383K - $409K
|
564K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
7.85KNew |
$315K - $337K
|
7.85K
$328K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.51K+ 7.04% |
$301K - $322K
|
114K
$4.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.28KNew |
$292K - $312K
|
7.28K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
6.95K+ 3.59% |
$279K - $298K
|
200K
$8.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Golden Bell Financial Planning LLC
Alpharetta, GA |
BUY
|
- |
6.88KNew |
$276K - $295K
|
6.88K
$288K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.79K+ 2.01% |
$273K - $291K
|
345K
$14.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.73K+ 75.77% |
$270K - $289K
|
15.6K
$652K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.32KNew |
$254K - $271K
|
6.32K
$264K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.11K+ 1.35% |
$245K - $262K
|
458K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$241K - $258K
|
6.01K
$251K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6KNew |
$241K - $257K
|
6K
$251K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
5.94KNew |
$238K - $255K
|
5.94K
$248K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.82K+ 1.14% |
$234K - $250K
|
518K
$21.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.53KNew |
$222K - $237K
|
5.53K
$231K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.21KNew |
$209K - $223K
|
5.21K
$218K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.08KNew |
$204K - $218K
|
5.08K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.04KNew |
$202K - $216K
|
5.04K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5K+ 1.54% |
$201K - $215K
|
329K
$13.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.97K+ 0.67% |
$159K - $170K
|
598K
$25M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.95K+ 4.99% |
$159K - $170K
|
83.1K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.83K+ 5.93% |
$114K - $121K
|
50.6K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.75KNew |
$110K - $118K
|
2.75K
$115K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.63K+ 51.03% |
$106K - $113K
|
7.78K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.24KNew |
$89.9K - $96.1K
|
2.24K
$93.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 2.98% |
$76.4K - $81.6K
|
65.6K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 3.44% |
$72.7K - $77.7K
|
54.5K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 4.51% |
$57.1K - $61K
|
33K
$1.38M
|