Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
33+ 0.24% |
$1.07K - $1.25K
|
13.8K
$651K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
24+ 0.15% |
$776 - $912
|
16.2K
$762K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
19+ 0.18% |
$614 - $722
|
10.6K
$498K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
18+ 0.16% |
$582 - $684
|
11.3K
$533K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
17New |
$550 - $646
|
17
$802
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.18% |
$259 - $304
|
4.41K
$208K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5+ 0.94% |
$162 - $190
|
537
$25.3K
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.42% |
$129 - $152
|
953
$45K
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$129 - $152
|
7.03K
$332K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.46% |
$97 - $114
|
649
$30.6K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.66% |
$64.7 - $76
|
306
$14.4K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$32.3 - $38
|
14.6K
$687K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-132- 0.13% |
$4.27K - $5.02K
|
102K
$4.81M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-162- 55.86% |
$5.24K - $6.16K
|
128
$6.04K
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-270Closed |
$8.73K - $10.3K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-287- 20.15% |
$9.28K - $10.9K
|
1.14K
$53.6K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 16.92% |
$12.9K - $15.2K
|
1.96K
$92.7K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 3.05% |
$12.9K - $15.2K
|
12.7K
$599K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-605- 3.43% |
$19.6K - $23K
|
17K
$802K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-696- 2.16% |
$22.5K - $26.5K
|
31.5K
$1.49M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-766- 12.86% |
$24.8K - $29.1K
|
5.19K
$245K
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-1.09K- 6.07% |
$35.2K - $41.4K
|
16.8K
$794K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.28K- 13.65% |
$106K - $125K
|
20.8K
$980K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.97K- 1.61% |
$128K - $151K
|
242K
$11.4M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-4.66K- 25.78% |
$151K - $177K
|
13.4K
$633K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.98K- 2.25% |
$193K - $227K
|
260K
$12.3M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 2.66% |
$400K - $471K
|
452K
$21.3M
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-20.1K- 86.57% |
$650K - $764K
|
3.12K
$147K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-30.7K- 6.0% |
$992K - $1.17M
|
480K
$22.7M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.4K- 1.85% |
$1.79M - $2.1M
|
2.94M
$139M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-68.1K- 24.61% |
$2.2M - $2.59M
|
209K
$9.85M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-158K- 13.97% |
$5.1M - $6M
|
972K
$45.9M
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-354K- 96.91% |
$11.4M - $13.5M
|
11.3K
$533K
|