Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.37% |
$70.3 - $75.5
|
542
$25.6K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2+ 0.06% |
$70.3 - $75.5
|
3.09K
$146K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2+ 0.01% |
$70.3 - $75.5
|
14.7K
$694K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.02% |
$70.3 - $75.5
|
8.98K
$424K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20- 0.17% |
$703 - $755
|
11.4K
$540K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-32- 0.25% |
$1.12K - $1.21K
|
12.7K
$597K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-80- 0.95% |
$2.81K - $3.02K
|
8.31K
$392K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-209- 0.9% |
$7.35K - $7.89K
|
22.9K
$1.08M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-305- 26.82% |
$10.7K - $11.5K
|
832
$39.3K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-342- 2.03% |
$12K - $12.9K
|
16.5K
$778K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-364- 1.44% |
$12.8K - $13.7K
|
24.9K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-382- 0.65% |
$13.4K - $14.4K
|
58.2K
$2.74M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-400- 95.24% |
$14.1K - $15.1K
|
20
$944
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-778- 6.32% |
$27.3K - $29.4K
|
11.5K
$544K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-937- 13.32% |
$32.9K - $35.4K
|
6.1K
$288K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.41K- 0.9% |
$49.5K - $53.2K
|
156K
$7.35M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.6K- 2.37% |
$56.3K - $60.5K
|
66K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.12K- 0.23% |
$74.6K - $80.2K
|
915K
$43.2M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.23K- 21.01% |
$78.5K - $84.4K
|
8.4K
$396K
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-2.3K- 27.16% |
$80.7K - $86.7K
|
6.15K
$290K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.59K- 0.56% |
$91K - $97.7K
|
460K
$21.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.6K- 6.85% |
$91.4K - $98.2K
|
35.4K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-2.63K- 22.44% |
$92.5K - $99.4K
|
9.1K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.35K- 1.41% |
$118K - $126K
|
234K
$11M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.58K- 2.07% |
$126K - $135K
|
170K
$8M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.17K- 4.52% |
$182K - $195K
|
109K
$5.15M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.83K- 2.62% |
$240K - $258K
|
254K
$12M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6.88K- 70.13% |
$242K - $260K
|
2.93K
$138K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.28K- 5.78% |
$256K - $275K
|
119K
$5.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.1K- 43.9% |
$354K - $380K
|
12.9K
$607K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.2K- 19.85% |
$430K - $461K
|
49.3K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.4K- 28.09% |
$437K - $470K
|
31.9K
$1.5M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-14.6K- 12.37% |
$512K - $549K
|
103K
$4.87M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-56.9K- 70.3% |
$2M - $2.15M
|
24K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-115K- 3.71% |
$4.03M - $4.32M
|
2.97M
$140M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-478K- 57.85% |
$16.8M - $18.1M
|
348K
$16.4M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-550K- 55.67% |
$19.3M - $20.8M
|
438K
$20.7M
|