Purchases and Sales Made in Q4 2019 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 Q4 2019. 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
Feb 12, 2020 Q4 2019	Raymond James & Associates St Petersburg, FL	BUY	-	99.5K + 38.01%	$12.2M - $13.7M	361K $15.1M
Feb 07, 2020 Q4 2019	Independent Advisor Alliance	BUY	-	57.3K New	$7.05M - $7.88M	57.3K $2.39M
Feb 18, 2020 Q4 2019	Resonant Capital Advisors, LLC	BUY	-	24.8K New	$3.05M - $3.41M	24.8K $1.03M
Feb 14, 2020 Q4 2019	Avantax Advisory Services, Inc.	BUY	-	18.2K New	$2.23M - $2.5M	18.2K $757K
Feb 14, 2020 Q4 2019	High Tower Advisors, LLC Chicago, IL	BUY	-	16.1K + 27.38%	$1.98M - $2.21M	74.9K $3.12M
Feb 14, 2020 Q4 2019	Cerity Partners LLC New York, NY	BUY	-	15.7K New	$1.93M - $2.16M	15.7K $655K
Jun 18, 2020 Q4 2019	Epiq Capital Group, LLC San Francisco, CA	BUY	-	12.3K New	$1.51M - $1.69M	12.3K $512K
Feb 10, 2020 Q4 2019	M Holdings Securities, Inc. Portland, OR	BUY	-	11.1K New	$1.36M - $1.52M	11.1K $462K
Feb 07, 2020 Q4 2019	Tower Research Capital LLC (Trc) New York, NY	BUY	-	7K + 65.68%	$861K - $963K	17.7K $736K
Feb 12, 2020 Q4 2019	Madison Asset Management, LLC Madison, WI	BUY	-	6.66K New	$820K - $916K	6.66K $278K
Jan 24, 2020 Q4 2019	Alpha Core Capital LLC La Jolla, CA	BUY	-	6.43K New	$791K - $884K	6.43K $268K
Feb 07, 2020 Q4 2019	Oppenheimer & CO Inc New York, NY	BUY	-	5.52K + 24.14%	$678K - $759K	28.4K $1.18M
Feb 10, 2020 Q4 2019	Cetera Advisor Networks LLC El Segundo, CA	BUY	-	5.21K + 6.58%	$641K - $717K	84.4K $3.52M
Feb 27, 2020 Q4 2019	Institute For Wealth Management, Llc.	BUY	-	4.21K + 631.53%	$517K - $579K	4.87K $203K
Feb 13, 2020 Q4 2019	Mariner, LLC Overland Park, KS	BUY	-	3.36K + 0.75%	$414K - $462K	453K $18.9M
Feb 07, 2020 Q4 2019	Warren Averett Asset Management, LLC Birmingham, AL	BUY	-	2.84K + 1.31%	$349K - $390K	219K $9.14M
Feb 11, 2020 Q4 2019	Wade Financial Advisory, Inc	BUY	-	2.69K New	$331K - $370K	2.69K $112K
Jan 23, 2020 Q4 2019	Accredited Investors Inc.	BUY	-	2.53K + 3.24%	$311K - $348K	80.7K $3.36M
Feb 06, 2020 Q4 2019	Townsend Asset Management Corp	BUY	-	2.44K New	$301K - $336K	2.44K $102K
Jan 14, 2020 Q4 2019	Arbor Investment Advisors, LLC	BUY	-	2.33K + 6.6%	$286K - $320K	37.6K $1.57M
Feb 14, 2020 Q4 2019	Plante Moran Financial Advisors, LLC	BUY	-	2.02K New	$249K - $278K	2.02K $84.2K
Feb 14, 2020 Q4 2019	Susquehanna International Group, LLP Bala Cynwyd, PA	BUY	-	1.96K + 10.93%	$241K - $270K	19.9K $831K
Feb 11, 2020 Q4 2019	Qp Wealth Management, LLC	BUY	-	1.96K New	$241K - $269K	1.96K $81.6K
Feb 13, 2020 Q4 2019	Personal Capital Advisors Corp	BUY	-	1.79K New	$220K - $246K	1.79K $74.5K
Feb 07, 2020 Q4 2019	Aviance Capital Partners, LLC Naples, FL	BUY	-	1.61K + 51.98%	$198K - $222K	4.71K $196K
Jan 31, 2020 Q4 2019	Savant Capital, LLC	BUY	-	1.59K New	$196K - $219K	1.59K $66.3K
Jan 21, 2020 Q4 2019	Moneco Advisors, LLC Fairfield, CT	BUY	-	1.54K New	$190K - $212K	1.54K $64.4K
Feb 05, 2020 Q4 2019	Essex Savings Bank	BUY	-	1.49K New	$183K - $205K	1.49K $62K
Jan 22, 2020 Q4 2019	Balasa Dinverno & Foltz LLC Itasca, IL	BUY	-	1.48K New	$182K - $204K	1.48K $61.7K
Feb 04, 2020 Q4 2019	Us Bancorp \De\	BUY	-	1.19K + 3.95%	$147K - $164K	31.4K $1.31M
Jan 17, 2020 Q4 2019	Steward Partners Investment Advisory, LLC	BUY	-	1.1K + 10.63%	$135K - $151K	11.4K $475K
Jan 24, 2020 Q4 2019	Valeo Financial Advisors, LLC	BUY	-	845 + 86.84%	$104K - $116K	1.82K $75.8K
Jan 13, 2020 Q4 2019	Perigon Wealth Management, LLC San Francisco, CA	BUY	-	836 + 8.24%	$103K - $115K	11K $458K
Feb 14, 2020 Q4 2019	Ameriprise Financial Inc Minneapolis, MN	BUY	-	760 + 0.91%	$93.5K - $105K	84.5K $3.52M
Feb 13, 2020 Q4 2019	Evercore Wealth Management, LLC New York, NY	BUY	-	683 + 7.15%	$84K - $93.9K	10.2K $427K
Jan 30, 2020 Q4 2019	Resource Planning Group	BUY	-	533 + 2.16%	$65.6K - $73.3K	25.2K $1.05M
Jan 30, 2020 Q4 2019	Creative Planning Overland Park, KS	BUY	-	516 + 8.41%	$63.5K - $71K	6.65K $277K
Feb 14, 2020 Q4 2019	Ancora Advisors, LLC Cleveland, OH	BUY	-	350 New	$43.1K - $48.1K	350 $14.6K
Feb 18, 2020 Q4 2019	Iht Wealth Management, LLC Chicago, IL	BUY	-	324 + 20.49%	$39.9K - $44.6K	1.91K $79.4K
Jan 29, 2020 Q4 2019	Cliftonlarsonallen Wealth Advisors, LLC	BUY	-	301 + 1.14%	$37K - $41.4K	26.7K $1.11M
Feb 20, 2020 Q4 2019	Cornerstone Wealth Management, LLC	BUY	-	292 + 18.52%	$35.9K - $40.2K	1.87K $77.9K
Feb 11, 2020 Q4 2019	Envestnet Asset Management Inc	BUY	-	262 + 0.68%	$32.2K - $36K	38.5K $1.61M
Feb 13, 2020 Q4 2019	Mycio Wealth Partners, LLC	BUY	-	257 + 86.82%	$31.6K - $35.4K	553 $23K
Jan 30, 2020 Q4 2019	Litman Gregory Wealth Management LLC	BUY	-	251 + 46.57%	$30.9K - $34.5K	790 $32.9K
Feb 12, 2020 Q4 2019	Wealth Bridge Capital Management, LLC Westerville, OH	BUY	-	232 + 1.64%	$28.5K - $31.9K	14.4K $600K
Feb 04, 2020 Q4 2019	Spectrum Management Group, LLC	BUY	-	186 New	$22.9K - $25.6K	186 $7.75K
Jan 27, 2020 Q4 2019	Cwm, LLC	BUY	-	186 New	$22.9K - $25.6K	186 $7.75K
Feb 14, 2020 Q4 2019	Epg Wealth Management LLC Atlanta, GA	BUY	-	162 New	$19.9K - $22.3K	162 $6.75K
Jan 14, 2020 Q4 2019	Raymond James Trust N.A.	BUY	-	161 + 1.96%	$19.8K - $22.1K	8.36K $349K
Feb 04, 2020 Q4 2019	Cambridge Investment Research Advisors, Inc.	BUY	-	153 + 3.14%	$18.8K - $21K	5.03K $209K

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Account

Purchases and Sales Made in Q4 2019 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)

99.5K

57.3K

24.8K

18.2K

16.1K

15.7K

12.3K

11.1K

7K

6.66K

6.43K

5.52K

5.21K

4.21K

3.36K

2.84K

2.69K

2.53K

2.44K

2.33K

2.02K

1.96K

1.96K

1.79K

1.61K

1.59K

1.54K

1.49K

1.48K

1.19K

1.1K

845

836

760

683

533

516

350

324

301

292

262

257

251

232

186

186

162

161

153

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