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 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-107- 0.14% |
$4.3K - $4.59K
|
78.8K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-140- 2.05% |
$5.62K - $6.01K
|
6.68K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-164- 0.26% |
$6.58K - $7.04K
|
62.4K
$2.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-170- 25.76% |
$6.83K - $7.29K
|
490
$20.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-173- 1.45% |
$6.95K - $7.42K
|
11.7K
$482K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-179- 0.88% |
$7.19K - $7.68K
|
20.1K
$825K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-179- 2.9% |
$7.19K - $7.68K
|
6K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-188- 3.62% |
$7.55K - $8.07K
|
5K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-192- 1.88% |
$7.71K - $8.24K
|
9.99K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-199- 32.36% |
$7.99K - $8.54K
|
416
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 7.2% |
$8.03K - $8.58K
|
2.58K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-215- 2.92% |
$8.63K - $9.22K
|
7.15K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-216- 9.54% |
$8.67K - $9.27K
|
2.05K
$84.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 1.07% |
$8.91K - $9.52K
|
20.6K
$845K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-250- 2.29% |
$10K - $10.7K
|
10.7K
$439K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-269- 3.64% |
$10.8K - $11.5K
|
7.11K
$292K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-290- 0.73% |
$11.6K - $12.4K
|
39.5K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-300- 9.78% |
$12K - $12.9K
|
2.77K
$114K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-300- 3.15% |
$12K - $12.9K
|
9.24K
$379K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-315- 0.86% |
$12.6K - $13.5K
|
36.2K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-330- 0.88% |
$13.2K - $14.2K
|
37K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-332- 2.39% |
$13.3K - $14.2K
|
13.6K
$558K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-353- 4.3% |
$14.2K - $15.1K
|
7.85K
$322K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-357- 0.08% |
$14.3K - $15.3K
|
443K
$18.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-365- 4.79% |
$14.7K - $15.7K
|
7.25K
$298K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-370- 1.9% |
$14.9K - $15.9K
|
19.1K
$784K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-390- 3.1% |
$15.7K - $16.7K
|
12.2K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-412- 2.46% |
$16.5K - $17.7K
|
16.3K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-460- 1.53% |
$18.5K - $19.7K
|
29.7K
$1.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-470- 1.44% |
$18.9K - $20.2K
|
32.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-479- 1.81% |
$19.2K - $20.5K
|
25.9K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-489- 1.57% |
$19.6K - $21K
|
30.7K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-493- 1.17% |
$19.8K - $21.1K
|
41.5K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-507- 0.73% |
$20.4K - $21.8K
|
68.9K
$2.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-536- 0.4% |
$21.5K - $23K
|
132K
$5.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-550- 2.92% |
$22.1K - $23.6K
|
18.3K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-598- 0.29% |
$24K - $25.7K
|
206K
$8.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-621- 1.61% |
$24.9K - $26.6K
|
37.9K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-640- 47.76% |
$25.7K - $27.5K
|
700
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-671- 20.83% |
$26.9K - $28.8K
|
2.55K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-684- 1.71% |
$27.5K - $29.3K
|
39.4K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-700- 8.86% |
$28.1K - $30K
|
7.2K
$296K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-703- 0.75% |
$28.2K - $30.2K
|
92.7K
$3.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-727- 1.42% |
$29.2K - $31.2K
|
50.5K
$2.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-729- 0.25% |
$29.3K - $31.3K
|
296K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-729- 1.93% |
$29.3K - $31.3K
|
37.1K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-732- 59.51% |
$29.4K - $31.4K
|
498
$20.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-770- 8.56% |
$30.9K - $33K
|
8.23K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-877- 1.81% |
$35.2K - $37.6K
|
47.6K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-919- 15.03% |
$36.9K - $39.4K
|
5.19K
$213K
|