Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PFM)

PFM Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q2 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
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
461K
+ 118.46%
$16.6M - $17.6M
850K $40.1M
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
199K
+ 57.03%
$7.17M - $7.6M
547K $25.8M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
108K
New
$3.89M - $4.12M
108K $5.08M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
73.2K
New
$2.64M - $2.8M
73.2K $3.45M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.4K
New
$556K - $589K
15.4K $727K
Aug 10, 2023 Q2 2023
Flaharty Asset Management, LLC

BUY
 -
14.2K
+ 2.01%
$513K - $543K
722K $34.1M
Aug 15, 2023 Q2 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
12K
+ 7.68%
$432K - $457K
168K $7.91M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
11.5K
+ 29.19%
$414K - $438K
50.7K $2.39M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
11K
+ 115.13%
$398K - $422K
20.6K $973K
Aug 14, 2023 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
11K
+ 115.13%
$398K - $422K
20.6K $973K
Aug 08, 2023 Q2 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
10K
+ 2.48%
$362K - $383K
414K $19.5M
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
8.98K
+ 30.38%
$324K - $343K
38.6K $1.82M
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
8.81K
+ 24.59%
$318K - $337K
44.6K $2.11M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
7.43K
+ 29.87%
$268K - $284K
32.3K $1.52M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
4.22K
+ 6.77%
$152K - $161K
66.6K $3.14M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
4.17K
+ 4.05%
$151K - $159K
107K $5.06M
Aug 14, 2023 Q2 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.94K
+ 14.65%
$106K - $112K
23K $1.09M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
2.5K
+ 12500.0%
$90.3K - $95.6K
2.52K $119K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
2.5K
+ 12500.0%
$90.3K - $95.6K
2.52K $119K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.48K
+ 8.65%
$89.3K - $94.6K
31.1K $1.47M
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.36K
+ 6.66%
$85.1K - $90.1K
37.7K $1.78M
Jul 19, 2023 Q2 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
1.97K
New
$71K - $75.2K
1.97K $92.8K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
1.93K
+ 4.76%
$69.6K - $73.7K
42.4K $2M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
1.39K
+ 16.68%
$50K - $53K
9.69K $457K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.02K
New
$36.7K - $38.9K
1.02K $48K
Aug 14, 2023 Q2 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1K
New
$36.1K - $38.2K
1K $47.2K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
815
New
$29.4K - $31.2K
815 $38.5K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
421
+ 3.61%
$15.2K - $16.1K
12.1K $570K
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
369
+ 5.44%
$13.3K - $14.1K
7.15K $337K
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
287
+ 0.59%
$10.4K - $11K
49.1K $2.32M
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
270
New
$9.75K - $10.3K
270 $12.7K
Jul 19, 2023 Q2 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
132
New
$4.77K - $5.05K
132 $6.23K
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
117
New
$4.22K - $4.47K
117 $5.52K
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
79
+ 5.18%
$2.85K - $3.02K
1.6K $75.7K
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
20
+ 0.19%
$722 - $765
10.6K $501K
Jul 10, 2023 Q2 2023
Tsfg, LLC

BUY
 -
20
+ 0.17%
$722 - $765
11.6K $545K
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
15
+ 0.18%
$542 - $573
8.49K $400K
Nov 30, 2023 Q2 2023
Pfs Partners, LLC

Mine Hill, NJ
BUY
 -
5
+ 0.52%
$181 - $191
968 $45.7K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
3
+ 0.11%
$108 - $115
2.72K $128K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
3
+ 0.55%
$108 - $115
545 $25.7K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2
+ 0.02%
$72.2 - $76.5
8.38K $396K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
2
+ 0.01%
$72.2 - $76.5
14.7K $694K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1
+ 0.93%
$36.1 - $38.2
108 $5.1K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

SELL
 -
-5
- 0.09%
$181 - $191
5.82K $275K
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-54
- 0.71%
$1.95K - $2.06K
7.51K $354K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-88
- 2.84%
$3.18K - $3.36K
3.01K $142K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

SELL
 -
-97
- 0.77%
$3.5K - $3.71K
12.6K $593K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-172
- 20.62%
$6.21K - $6.58K
662 $31.2K
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
SELL
 -
-179
- 0.74%
$6.46K - $6.84K
24.2K $1.14M

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