Purchases and Sales Made in Q1 2023 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-41- 1.13% |
$6.42K - $7.35K
|
3.59K
$162K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-44- 0.26% |
$6.89K - $7.89K
|
16.6K
$748K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-48- 7.08% |
$7.51K - $8.61K
|
630
$28.4K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-52- 0.48% |
$8.14K - $9.33K
|
10.7K
$484K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-57- 1.95% |
$8.92K - $10.2K
|
2.87K
$129K
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-58- 0.87% |
$9.08K - $10.4K
|
6.58K
$296K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-60- 0.51% |
$9.39K - $10.8K
|
11.8K
$533K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-61- 1.46% |
$9.55K - $10.9K
|
4.13K
$186K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-77- 3.89% |
$12.1K - $13.8K
|
1.9K
$85.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-89- 40.09% |
$13.9K - $16K
|
133
$5.99K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-90- 5.71% |
$14.1K - $16.1K
|
1.49K
$66.9K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-96- 49.48% |
$15K - $17.2K
|
98
$4.42K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-99- 2.25% |
$15.5K - $17.8K
|
4.3K
$194K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-106- 0.6% |
$16.6K - $19K
|
17.7K
$796K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-106Closed |
$16.6K - $19K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-107- 2.28% |
$16.8K - $19.2K
|
4.58K
$207K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-111- 7.16% |
$17.4K - $19.9K
|
1.44K
$64.8K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-119- 7.64% |
$18.6K - $21.3K
|
1.44K
$64.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-119- 11.59% |
$18.6K - $21.3K
|
908
$40.9K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-119- 7.64% |
$18.6K - $21.3K
|
1.44K
$64.8K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-123- 1.01% |
$19.3K - $22.1K
|
12.1K
$543K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-124- 29.18% |
$19.4K - $22.2K
|
301
$13.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-145- 3.88% |
$22.7K - $26K
|
3.6K
$162K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-158- 6.61% |
$24.7K - $28.3K
|
2.23K
$101K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-163- 0.3% |
$25.5K - $29.2K
|
54.2K
$2.44M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-163- 10.72% |
$25.5K - $29.2K
|
1.36K
$61.1K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-175- 7.42% |
$27.4K - $31.4K
|
2.18K
$98.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-197- 1.45% |
$30.8K - $35.3K
|
13.4K
$602K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-215- 0.32% |
$33.7K - $38.6K
|
68K
$3.07M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-215- 0.32% |
$33.7K - $38.6K
|
68K
$3.07M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-233- 1.02% |
$36.5K - $41.8K
|
22.5K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-246- 12.46% |
$38.5K - $44.1K
|
1.73K
$77.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-258- 11.67% |
$40.4K - $46.3K
|
1.95K
$88K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-269- 4.49% |
$42.1K - $48.2K
|
5.72K
$258K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-281- 5.48% |
$44K - $50.4K
|
4.85K
$218K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-288- 1.43% |
$45.1K - $51.7K
|
19.9K
$897K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-300- 91.19% |
$47K - $53.8K
|
29
$1.31K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-332- 2.99% |
$52K - $59.5K
|
10.8K
$486K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-347- 27.05% |
$54.3K - $62.2K
|
936
$42.2K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-420- 2.32% |
$65.8K - $75.3K
|
17.6K
$795K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-603- 0.93% |
$94.4K - $108K
|
64.3K
$2.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-607- 3.91% |
$95K - $109K
|
14.9K
$672K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-650- 12.24% |
$102K - $117K
|
4.66K
$210K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.09K- 4.81% |
$170K - $195K
|
21.5K
$968K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.09K- 45.4% |
$171K - $196K
|
1.31K
$59.1K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.48K- 6.64% |
$232K - $265K
|
20.8K
$937K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.72K- 91.24% |
$269K - $308K
|
165
$7.43K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.84K- 82.14% |
$289K - $331K
|
401
$18.1K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
SELL
|
- |
-1.89K- 15.58% |
$295K - $338K
|
10.2K
$461K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.24K- 38.38% |
$351K - $402K
|
3.6K
$162K
|