Purchases and Sales Made in Q3 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 Q3 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
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
132K
+ 180.99%
$4.83M - $5.19M
206K $9.7M
Oct 10, 2023 Q3 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
87.9K
+ 10.34%
$3.21M - $3.45M
938K $44.2M
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
48K
+ 36350.76%
$1.75M - $1.88M
48.1K $2.27M
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
27.3K
+ 3.79%
$997K - $1.07M
749K $35.3M
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
20.2K
New
$736K - $791K
20.2K $952K
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
16.9K
+ 1135.35%
$615K - $661K
18.3K $866K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
16.4K
+ 135.96%
$599K - $644K
28.5K $1.34M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
13.9K
New
$506K - $543K
13.9K $654K
May 14, 2024 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
11.5K
New
$421K - $453K
11.5K $545K
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
9.57K
+ 2.31%
$349K - $375K
424K $20M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
8.13K
New
$297K - $319K
8.13K $384K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8.08K
+ 341.44%
$295K - $317K
10.4K $493K
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
5.94K
+ 27.19%
$217K - $233K
27.8K $1.31M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.92K
+ 8.28%
$180K - $193K
64.4K $3.04M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.08K
+ 13.13%
$149K - $160K
35.2K $1.66M
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
3.24K
New
$118K - $127K
3.24K $153K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.17K
New
$116K - $124K
3.17K $150K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
3.1K
+ 41.26%
$113K - $122K
10.6K $501K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
2.79K
+ 7.22%
$102K - $109K
41.3K $1.95M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2.78K
+ 2.58%
$101K - $109K
110K $5.21M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.26K
+ 7.25%
$82.5K - $88.6K
33.4K $1.58M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
2.16K
+ 3.24%
$78.6K - $84.5K
68.7K $3.24M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
1.93K
+ 0.27%
$70.5K - $75.8K
726K $34.3M
Nov 14, 2023 Q3 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
1.78K
+ 14.46%
$65K - $69.9K
14.1K $666K
Nov 13, 2023 Q3 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1.78K
+ 3.03%
$65K - $69.8K
60.5K $2.85M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.73K
+ 13.97%
$63.1K - $67.8K
14.1K $666K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.65K
New
$60.2K - $64.7K
1.65K $77.8K
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
1.43K
+ 3.79%
$52.1K - $56K
39.2K $1.85M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
1.4K
+ 55.56%
$51.1K - $54.9K
3.92K $185K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
1.37K
New
$50K - $53.7K
1.37K $64.6K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.1K
New
$40.1K - $43.1K
1.1K $51.9K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
948
+ 0.88%
$34.6K - $37.2K
108K $5.11M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
885
+ 13.61%
$32.3K - $34.7K
7.39K $348K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
869
+ 7.73%
$31.7K - $34.1K
12.1K $571K
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
841
+ 1.98%
$30.7K - $33K
43.3K $2.04M
Nov 14, 2023 Q3 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
841
+ 1.66%
$30.7K - $33K
51.6K $2.43M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
594
+ 6.61%
$21.7K - $23.3K
9.58K $452K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
573
+ 6.83%
$20.9K - $22.5K
8.96K $423K
Nov 13, 2023 Q3 2023
Citizens Financial Group Inc

BUY
 -
475
+ 0.41%
$17.3K - $18.6K
118K $5.55M
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
345
New
$12.6K - $13.5K
345 $16.3K
Oct 18, 2023 Q3 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
250
+ 0.51%
$9.12K - $9.8K
49.4K $2.33M
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
244
+ 208.55%
$8.9K - $9.57K
361 $17K
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
244
+ 208.55%
$8.9K - $9.57K
361 $17K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
204
New
$7.44K - $8K
204 $9.62K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
109
+ 0.2%
$3.98K - $4.27K
54.3K $2.56M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
23
+ 0.39%
$839 - $902
5.85K $276K
Nov 13, 2023 Q3 2023
Truvestments Capital LLC

Sarasota, FL
BUY
 -
23
+ 0.47%
$839 - $902
4.87K $230K
Oct 10, 2023 Q3 2023
Tsfg, LLC

BUY
 -
22
+ 0.19%
$803 - $863
11.6K $546K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
17
+ 0.2%
$620 - $667
8.5K $401K

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