Purchases and Sales Made in Q1 2023 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-709- 1.56% |
$29.7K - $32.3K
|
44.9K
$2.23M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-755- 6.03% |
$31.6K - $34.4K
|
11.8K
$585K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-952- 1.19% |
$39.8K - $43.4K
|
79.2K
$3.94M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-978- 4.42% |
$40.9K - $44.6K
|
21.2K
$1.05M
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-982- 3.31% |
$41.1K - $44.8K
|
28.7K
$1.43M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.03K- 0.65% |
$43.3K - $47.2K
|
157K
$7.83M
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.17K- 17.9% |
$48.9K - $53.3K
|
5.36K
$266K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.34K- 1.54% |
$55.8K - $60.9K
|
85.6K
$4.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.35K- 4.49% |
$56.5K - $61.6K
|
28.7K
$1.43M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.41K- 0.89% |
$59K - $64.4K
|
157K
$7.81M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.43K- 0.57% |
$59.9K - $65.3K
|
250K
$12.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.59K- 25.63% |
$66.7K - $72.7K
|
4.63K
$230K
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.68K- 86.65% |
$70.1K - $76.4K
|
258
$12.8K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.36K- 94.75% |
$98.9K - $108K
|
131
$6.51K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.78K- 2.76% |
$116K - $127K
|
98.2K
$4.88M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-3.58K- 8.41% |
$150K - $163K
|
38.9K
$1.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-4.08K- 62.21% |
$170K - $186K
|
2.48K
$123K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-5.5K- 3.21% |
$230K - $251K
|
166K
$8.23M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7.45K- 15.21% |
$312K - $340K
|
41.5K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.59K- 13.38% |
$359K - $392K
|
55.6K
$2.76M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11K- 11.05% |
$461K - $503K
|
88.8K
$4.41M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.9K- 51.41% |
$496K - $541K
|
11.2K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.9K- 41.49% |
$499K - $545K
|
16.8K
$837K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-20.3K- 8.56% |
$850K - $927K
|
217K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-27.8K- 4.26% |
$1.16M - $1.27M
|
625K
$31.1M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-32K- 57.41% |
$1.34M - $1.46M
|
23.7K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-67.1K- 56.6% |
$2.81M - $3.06M
|
51.5K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-85.5K- 8.24% |
$3.58M - $3.9M
|
953K
$47.4M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.27M- 9.37% |
$53M - $57.8M
|
12.3M
$610M
|