Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
350K+ 750.91% |
$12.7M - $13.9M
|
397K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
270K+ 9.09% |
$9.77M - $10.8M
|
3.24M
$153M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
77.7K+ 309.69% |
$2.81M - $3.09M
|
103K
$4.85M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
66.1KNew |
$2.39M - $2.63M
|
66.1K
$3.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
59.6KNew |
$2.15M - $2.37M
|
59.6K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 6.62% |
$1.76M - $1.94M
|
786K
$37.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
34.2KNew |
$1.24M - $1.36M
|
34.2K
$1.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
29.4K+ 1345.93% |
$1.06M - $1.17M
|
31.6K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 395.43% |
$864K - $951K
|
29.9K
$1.41M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23.9KNew |
$863K - $949K
|
23.9K
$1.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.7K+ 3.74% |
$676K - $743K
|
518K
$24.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.4K+ 267.07% |
$630K - $694K
|
24K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.4K+ 84.37% |
$591K - $651K
|
35.7K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
11KNew |
$398K - $438K
|
11K
$519K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
8.37KNew |
$303K - $333K
|
8.37K
$395K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
6.72K+ 2.24% |
$243K - $268K
|
307K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.46K+ 52.8% |
$234K - $257K
|
18.7K
$882K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.28KNew |
$191K - $210K
|
5.28K
$249K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
5.26KNew |
$190K - $209K
|
5.26K
$248K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.21KNew |
$188K - $207K
|
5.21K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.15K+ 9.92% |
$150K - $165K
|
45.9K
$2.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.6K+ 12.67% |
$130K - $143K
|
32K
$1.51M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.36K+ 12.19% |
$122K - $134K
|
30.9K
$1.46M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.32K+ 20.27% |
$120K - $132K
|
19.7K
$931K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.43K+ 36.2% |
$88K - $96.9K
|
9.16K
$432K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.06K+ 323.86% |
$74.6K - $82.1K
|
2.7K
$127K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.49K+ 67.4% |
$54K - $59.4K
|
3.71K
$175K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.45K+ 28.63% |
$52.3K - $57.5K
|
6.49K
$306K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.37K+ 0.81% |
$49.5K - $54.4K
|
170K
$8.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1.16K+ 1.0% |
$41.8K - $46K
|
117K
$5.5M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
940New |
$34K - $37.4K
|
940
$44.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
800New |
$28.9K - $31.8K
|
800
$37.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
777+ 11.1% |
$28.1K - $30.9K
|
7.78K
$367K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
775+ 4.61% |
$28K - $30.8K
|
17.6K
$830K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
452+ 0.4% |
$16.3K - $18K
|
114K
$5.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
344New |
$12.4K - $13.7K
|
344
$16.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
272+ 6.24% |
$9.84K - $10.8K
|
4.63K
$218K
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
260+ 3.34% |
$9.4K - $10.3K
|
8.04K
$380K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
245+ 2.18% |
$8.86K - $9.75K
|
11.5K
$542K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
201New |
$7.27K - $8K
|
201
$9.48K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
168+ 0.74% |
$6.08K - $6.69K
|
22.9K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 5.57% |
$5.79K - $6.37K
|
3.03K
$143K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
102+ 0.66% |
$3.69K - $4.06K
|
15.6K
$737K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69+ 0.02% |
$2.5K - $2.75K
|
280K
$13.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
60+ 16.95% |
$2.17K - $2.39K
|
414
$19.5K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
35+ 0.4% |
$1.27K - $1.39K
|
8.87K
$418K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
21New |
$760 - $836
|
21
$991
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
12+ 0.07% |
$434 - $478
|
18K
$850K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
9+ 0.51% |
$326 - $358
|
1.76K
$82.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
4+ 0.06% |
$145 - $159
|
7.02K
$331K
|