Courage Miller Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Courage Miller Partners, LLC

$284 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$145.08 - $172.75 $198,759 - $236,667	-1,370 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$131.4 - $153.47 $180,018 - $210,253	1,370 New	1,370 $208,000

Others Institutions Holding PRF

# of Institutions

510

Shares Held

131M

Call Options Held

3.7K

Put Options Held

8K

Charles Schwab Investment Advisory, Inc. San Francisco, CA

24.1M
Shares

$917 Million
1.27% of portfolio
Bank Of America Corp Charlotte, NC

10.8M
Shares

$412 Million
0.04% of portfolio
Ameriprise Financial Inc Minneapolis, MN

6.32M
Shares

$241 Million
0.07% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

5.51M
Shares

$210 Million
0.15% of portfolio
Rfg Advisory, LLC Birmingham, AL

5.42M
Shares

$206 Million
7.29% of portfolio

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