Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
216KNew |
$7.02M - $8.22M
|
216K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
153KNew |
$4.96M - $5.81M
|
153K
$7.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 4.92% |
$4.7M - $5.51M
|
3.09M
$146M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.9K+ 16.56% |
$1.56M - $1.82M
|
337K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39.1K+ 202.73% |
$1.27M - $1.49M
|
58.4K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.7K+ 3.35% |
$965K - $1.13M
|
917K
$43.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.5K+ 161.84% |
$925K - $1.08M
|
46.1K
$2.17M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.2K+ 64.78% |
$786K - $920K
|
61.6K
$2.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
24.1K+ 23.65% |
$783K - $916K
|
126K
$5.95M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.4KNew |
$598K - $699K
|
18.4K
$868K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.5K+ 1156.99% |
$570K - $667K
|
19.1K
$899K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
16.4K+ 25.33% |
$531K - $622K
|
81K
$3.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 1.67% |
$527K - $616K
|
988K
$46.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14KNew |
$455K - $533K
|
14K
$661K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.9K+ 8531.25% |
$355K - $415K
|
11K
$521K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 2.37% |
$348K - $407K
|
463K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.6KNew |
$345K - $404K
|
10.6K
$502K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.58KNew |
$311K - $364K
|
9.58K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.58KNew |
$311K - $364K
|
9.58K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
9.02K+ 2.31% |
$293K - $343K
|
400K
$18.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.38KNew |
$272K - $319K
|
8.38K
$395K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.96K+ 61.93% |
$259K - $303K
|
20.8K
$982K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.83K+ 5.24% |
$254K - $298K
|
157K
$7.41M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.18KNew |
$201K - $235K
|
6.18K
$291K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
6KNew |
$195K - $228K
|
6K
$283K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.8KNew |
$189K - $221K
|
5.8K
$274K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.99KNew |
$130K - $152K
|
3.99K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.08K+ 9.75% |
$99.9K - $117K
|
34.6K
$1.63M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.97K+ 12.03% |
$96.5K - $113K
|
27.7K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.52K+ 7.09% |
$81.7K - $95.7K
|
38K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.13KNew |
$69.2K - $81K
|
2.13K
$100K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.06K+ 317.87% |
$67K - $78.4K
|
2.71K
$128K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.86K+ 1.08% |
$60.3K - $70.6K
|
173K
$8.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.82K+ 60.11% |
$59.2K - $69.3K
|
4.85K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.45K+ 4.41% |
$47.1K - $55.1K
|
34.3K
$1.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.26K+ 16.32% |
$40.9K - $47.9K
|
8.98K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
900New |
$29.2K - $34.2K
|
900
$42.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
800New |
$26K - $30.4K
|
800
$37.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
800New |
$26K - $30.4K
|
800
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
660+ 0.25% |
$21.4K - $25.1K
|
260K
$12.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
657New |
$21.3K - $25K
|
657
$31K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
635+ 32.33% |
$20.6K - $24.1K
|
2.6K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
601+ 3.44% |
$19.5K - $22.9K
|
18.1K
$852K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
483+ 0.42% |
$15.7K - $18.4K
|
117K
$5.51M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
380New |
$12.3K - $14.4K
|
380
$17.9K
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
236+ 0.98% |
$7.67K - $8.97K
|
24.3K
$1.15M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
160New |
$5.2K - $6.08K
|
160
$7.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
102New |
$3.31K - $3.88K
|
102
$4.81K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
22+ 0.18% |
$715 - $836
|
12.3K
$581K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
21+ 0.2% |
$682 - $798
|
10.6K
$499K
|