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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 1.31% |
$99.1K - $106K
|
186K
$7.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 4.76% |
$99.5K - $106K
|
49.6K
$2.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 6.18% |
$105K - $112K
|
39.6K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.65K- 0.1% |
$106K - $114K
|
2.58M
$109M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 4.37% |
$112K - $120K
|
61.2K
$2.57M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.82K- 6.39% |
$113K - $121K
|
41.2K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.85K- 56.15% |
$114K - $122K
|
2.22K
$93.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 1.55% |
$117K - $125K
|
184K
$7.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3K- 6.93% |
$121K - $129K
|
40.3K
$1.69M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.26K- 3.42% |
$131K - $140K
|
92K
$3.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.59K- 28.83% |
$144K - $154K
|
8.85K
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.73K- 4.04% |
$150K - $160K
|
88.6K
$3.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.92K- 2.78% |
$158K - $168K
|
137K
$5.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.27K- 1.49% |
$172K - $183K
|
282K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.73K- 99.92% |
$190K - $203K
|
4
$168
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.86K- 4.03% |
$195K - $209K
|
116K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.75K- 5.24% |
$231K - $247K
|
104K
$4.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.81K- 2.16% |
$233K - $249K
|
263K
$11M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.85K- 30.65% |
$275K - $294K
|
15.5K
$651K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-7.85K- 2.24% |
$315K - $337K
|
342K
$14.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.2K- 13.0% |
$488K - $522K
|
81.4K
$3.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-12.9K- 4.04% |
$516K - $552K
|
305K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-14.5K- 2.05% |
$581K - $621K
|
692K
$29.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-15.5K- 24.49% |
$621K - $664K
|
47.7K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-17.5K- 2.12% |
$703K - $752K
|
811K
$34.1M
|