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 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
2.4K+ 0.47% |
$96.5K - $103K
|
512K
$19.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.28K+ 7.93% |
$91.3K - $97.6K
|
31K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.24KNew |
$89.9K - $96.1K
|
2.24K
$84.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.16K+ 5.57% |
$86.8K - $92.8K
|
41K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 2.98% |
$76.4K - $81.6K
|
65.6K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.81K+ 3.44% |
$72.7K - $77.7K
|
54.5K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.65K+ 25.99% |
$66.2K - $70.7K
|
7.99K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.51K+ 17.22% |
$60.4K - $64.6K
|
10.2K
$387K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.5KNew |
$60.3K - $64.4K
|
1.5K
$56.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.42K+ 4.51% |
$57.1K - $61K
|
33K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.34KNew |
$53.9K - $57.6K
|
1.34K
$50.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.33K+ 1.56% |
$53.3K - $57K
|
86.2K
$3.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.32K+ 0.83% |
$52.8K - $56.5K
|
159K
$6.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.27K+ 25.09% |
$50.8K - $54.3K
|
6.31K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.08KNew |
$43.2K - $46.1K
|
1.08K
$40.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.06K+ 2.33% |
$42.7K - $45.6K
|
46.7K
$1.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
918+ 1.4% |
$36.9K - $39.4K
|
66.5K
$2.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
841New |
$33.8K - $36.1K
|
841
$31.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
793+ 14.53% |
$31.8K - $34K
|
6.25K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
772+ 7.22% |
$31K - $33.1K
|
11.5K
$433K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
670+ 0.32% |
$26.9K - $28.7K
|
212K
$7.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
650New |
$26.1K - $27.9K
|
650
$24.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
609+ 2.87% |
$24.5K - $26.1K
|
21.9K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
591+ 2.41% |
$23.7K - $25.4K
|
25.1K
$948K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
559+ 0.17% |
$22.4K - $24K
|
329K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
BUY
|
- |
553+ 0.4% |
$22.2K - $23.7K
|
139K
$5.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
495+ 3.27% |
$19.9K - $21.2K
|
15.6K
$590K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
471+ 1.25% |
$18.9K - $20.2K
|
38.1K
$1.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
467+ 2.27% |
$18.8K - $20K
|
21K
$793K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
445+ 0.05% |
$17.9K - $19.1K
|
844K
$31.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
426+ 5.58% |
$17.1K - $18.3K
|
8.06K
$304K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
374New |
$15K - $16K
|
374
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
370New |
$14.9K - $15.9K
|
370
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
355New |
$14.3K - $15.2K
|
355
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$12K - $12.9K
|
300
$11.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$11.5K - $12.3K
|
286
$10.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
258+ 3.19% |
$10.4K - $11.1K
|
8.35K
$315K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
250+ 7.46% |
$10K - $10.7K
|
3.6K
$136K
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
250+ 3.05% |
$10K - $10.7K
|
8.44K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
242+ 0.9% |
$9.72K - $10.4K
|
27.2K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
242+ 0.24% |
$9.72K - $10.4K
|
103K
$3.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
175+ 0.58% |
$7.03K - $7.51K
|
30.1K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
155+ 2.5% |
$6.22K - $6.65K
|
6.36K
$240K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
150+ 0.6% |
$6.02K - $6.44K
|
25.1K
$947K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
130+ 0.45% |
$5.22K - $5.58K
|
29.1K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
130+ 2.49% |
$5.22K - $5.58K
|
5.34K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
128+ 24.95% |
$5.14K - $5.49K
|
641
$24.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
121+ 2.75% |
$4.86K - $5.19K
|
4.53K
$171K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
101+ 1.59% |
$4.06K - $4.33K
|
6.47K
$244K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
65+ 0.84% |
$2.61K - $2.79K
|
7.77K
$293K
|