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 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
17+ 0.2% |
$552 - $646
|
8.46K
$399K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.18% |
$260 - $304
|
4.41K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
6+ 0.09% |
$195 - $228
|
7.04K
$332K
|
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.52% |
$162 - $190
|
958
$45.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3+ 0.02% |
$97.4 - $114
|
14.7K
$694K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.56% |
$97.4 - $114
|
540
$25.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.48% |
$32.5 - $38
|
210
$9.91K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5- 0.01% |
$162 - $190
|
39.8K
$1.88M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-85- 1.0% |
$2.76K - $3.23K
|
8.45K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-105- 0.22% |
$3.41K - $3.99K
|
48.7K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-111- 0.65% |
$3.61K - $4.22K
|
16.9K
$797K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-185- 0.45% |
$6.01K - $7.03K
|
40.7K
$1.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-199- 2.22% |
$6.46K - $7.57K
|
8.77K
$414K
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-255- 0.43% |
$8.28K - $9.7K
|
58.5K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-300- 4.22% |
$9.74K - $11.4K
|
6.82K
$322K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-333- 75.68% |
$10.8K - $12.7K
|
107
$5.05K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-343- 3.04% |
$11.1K - $13K
|
10.9K
$517K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-346- 0.51% |
$11.2K - $13.2K
|
67.6K
$3.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-585- 2.26% |
$19K - $22.2K
|
25.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-874- 0.13% |
$28.4K - $33.2K
|
669K
$31.6M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-949- 3.94% |
$30.8K - $36.1K
|
23.1K
$1.09M
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-965- 7.6% |
$31.3K - $36.7K
|
11.7K
$554K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-987- 1.98% |
$32.1K - $37.5K
|
49K
$2.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.12K- 8.09% |
$36.3K - $42.5K
|
12.7K
$599K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.1K- 40.44% |
$68.2K - $79.8K
|
3.09K
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.93K- 14.09% |
$95.1K - $111K
|
17.8K
$842K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.29K- 38.22% |
$107K - $125K
|
5.32K
$251K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.55K- 23.61% |
$148K - $173K
|
14.7K
$694K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.69K- 29.06% |
$152K - $178K
|
11.5K
$541K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.04K- 37.53% |
$164K - $192K
|
8.39K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.11K- 2.11% |
$166K - $194K
|
237K
$11.2M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.82K- 4.85% |
$189K - $221K
|
114K
$5.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.13K- 13.87% |
$232K - $271K
|
44.3K
$2.09M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16.5K- 14.06% |
$537K - $629K
|
101K
$4.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.8K- 91.31% |
$545K - $638K
|
1.6K
$75.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.5K- 73.7% |
$893K - $1.05M
|
9.82K
$463K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-42K- 8.75% |
$1.36M - $1.6M
|
438K
$20.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-184K- 94.93% |
$5.96M - $6.98M
|
9.81K
$463K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-331K- 28.6% |
$10.8M - $12.6M
|
827K
$39M
|