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 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.39K- 1.69% |
$55.6K - $59.4K
|
80.8K
$3.31M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.44K- 1.18% |
$57.7K - $61.6K
|
120K
$4.91M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.44K- 7.41% |
$57.8K - $61.7K
|
18K
$736K
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.49K- 2.51% |
$59.8K - $63.9K
|
58K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.62K- 60.85% |
$64.8K - $69.3K
|
1.04K
$42.5K
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.85K- 5.05% |
$74.4K - $79.5K
|
34.8K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.94K- 5.18% |
$77.7K - $83.1K
|
35.5K
$1.45M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.96K- 18.52% |
$78.6K - $84K
|
8.62K
$353K
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2K- 2.43% |
$80.3K - $85.8K
|
80.2K
$3.28M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.02K- 64.69% |
$80.9K - $86.4K
|
1.1K
$45K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.04K- 6.57% |
$81.9K - $87.5K
|
29K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 4.16% |
$87.6K - $93.6K
|
50.3K
$2.06M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-2.19K- 1.64% |
$87.9K - $93.9K
|
131K
$5.36M
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-2.2K- 13.1% |
$88.4K - $94.4K
|
14.6K
$597K
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.29K- 0.19% |
$92K - $98.3K
|
1.2M
$48.9M
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 1.31% |
$99.1K - $106K
|
186K
$7.62M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 4.76% |
$99.5K - $106K
|
49.6K
$2.03M
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-2.48K- 16.12% |
$99.6K - $106K
|
12.9K
$528K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.55K- 3.77% |
$102K - $109K
|
65K
$2.66M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 6.18% |
$105K - $112K
|
39.6K
$1.62M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.65K- 0.1% |
$106K - $114K
|
2.58M
$106M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 4.37% |
$112K - $120K
|
61.2K
$2.5M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.82K- 6.39% |
$113K - $121K
|
41.2K
$1.69M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.85K- 56.15% |
$114K - $122K
|
2.22K
$91K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.9K- 15.71% |
$116K - $124K
|
15.6K
$637K
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 1.55% |
$117K - $125K
|
184K
$7.54M
|
|
Feb 07, 2025
Q4 2024
|
Solitude Financial Services
|
SELL
|
- |
-3K- 17.85% |
$120K - $129K
|
13.8K
$565K
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3K- 6.93% |
$121K - $129K
|
40.3K
$1.65M
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.26K- 3.42% |
$131K - $140K
|
92K
$3.76M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.44K- 0.15% |
$138K - $147K
|
2.28M
$93.5M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.56K- 3.15% |
$143K - $153K
|
109K
$4.48M
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.59K- 28.83% |
$144K - $154K
|
8.85K
$362K
|
|
Feb 07, 2025
Q4 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-3.71K- 15.64% |
$149K - $159K
|
20K
$819K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.73K- 4.04% |
$150K - $160K
|
88.6K
$3.63M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.89K- 0.23% |
$156K - $167K
|
1.66M
$67.9M
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.92K- 2.78% |
$158K - $168K
|
137K
$5.61M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.99K- 1.77% |
$160K - $171K
|
222K
$9.06M
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-4.27K- 1.49% |
$172K - $183K
|
282K
$11.5M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-4.4K- 18.77% |
$177K - $189K
|
19K
$779K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.73K- 99.92% |
$190K - $203K
|
4
$164
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.8K- 6.38% |
$193K - $206K
|
70.4K
$2.88M
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.86K- 14.1% |
$195K - $208K
|
29.6K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.86K- 4.03% |
$195K - $209K
|
116K
$4.74M
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5.69K- 2.94% |
$228K - $244K
|
188K
$7.68M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.75K- 5.24% |
$231K - $247K
|
104K
$4.26M
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-5.81K- 2.16% |
$233K - $249K
|
263K
$10.7M
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-5.96K- 12.12% |
$239K - $256K
|
43.2K
$1.77M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.25K- 2.74% |
$251K - $268K
|
222K
$9.07M
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.48K- 1.94% |
$260K - $278K
|
327K
$13.4M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.85K- 30.65% |
$275K - $294K
|
15.5K
$634K
|