Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PFM)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.17% |
$255 - $274
|
4.24K
$200K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 0.41% |
$146 - $157
|
972
$45.9K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
3+ 0.45% |
$109 - $118
|
665
$31.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.55% |
$109 - $118
|
548
$25.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.11% |
$109 - $118
|
2.72K
$128K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 1.58% |
$1.5K - $1.61K
|
2.56K
$121K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-68- 0.3% |
$2.48K - $2.67K
|
22.9K
$1.08M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-115- 0.28% |
$4.2K - $4.51K
|
40.6K
$1.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-147- 6.12% |
$5.36K - $5.76K
|
2.26K
$106K
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-271- 1.12% |
$9.89K - $10.6K
|
23.9K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-281- 0.25% |
$10.3K - $11K
|
112K
$5.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-287- 53.95% |
$10.5K - $11.3K
|
245
$11.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-302- 3.12% |
$11K - $11.8K
|
9.39K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-304- 2.42% |
$11.1K - $11.9K
|
12.3K
$578K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-315- 1.88% |
$11.5K - $12.4K
|
16.4K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-320- 3.9% |
$11.7K - $12.5K
|
7.88K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-650- 9.22% |
$23.7K - $25.5K
|
6.4K
$302K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-661- 5.14% |
$24.1K - $25.9K
|
12.2K
$575K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-984- 6.27% |
$35.9K - $38.6K
|
14.7K
$693K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1K- 33.3% |
$36.5K - $39.2K
|
2.01K
$94.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.5K- 0.65% |
$54.7K - $58.7K
|
231K
$10.9M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.52K- 14.31% |
$55.5K - $59.6K
|
9.11K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.82K- 37.54% |
$66.5K - $71.4K
|
3.03K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.13K- 15.6% |
$77.5K - $83.3K
|
11.5K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.24K- 1.34% |
$81.8K - $87.9K
|
165K
$7.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-3.63K- 6.46% |
$133K - $142K
|
52.6K
$2.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.62K- 1.85% |
$169K - $181K
|
244K
$11.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.52K- 44.28% |
$238K - $256K
|
8.2K
$387K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.63K- 14.93% |
$242K - $260K
|
37.8K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-9.07K- 44.0% |
$331K - $356K
|
11.5K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-10.5K- 47.28% |
$383K - $411K
|
11.7K
$552K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15K- 9.6% |
$549K - $590K
|
142K
$6.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-18.6K- 16.09% |
$677K - $727K
|
96.8K
$4.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33.9K- 75.88% |
$1.24M - $1.33M
|
10.8K
$508K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-36.1K- 45.63% |
$1.32M - $1.42M
|
43.1K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-37.6K- 8.63% |
$1.37M - $1.48M
|
398K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-368K- 13.12% |
$13.4M - $14.4M
|
2.43M
$115M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-427K- 78.11% |
$15.6M - $16.8M
|
120K
$5.65M
|