Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
113KNew |
$3.97M - $4.5M
|
113K
$5.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
106KNew |
$3.73M - $4.23M
|
106K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
37.3K+ 346.42% |
$1.31M - $1.49M
|
48.1K
$2.27M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
29.5KNew |
$1.04M - $1.18M
|
29.5K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.6K+ 10.47% |
$902K - $1.02M
|
270K
$12.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
16KNew |
$564K - $639K
|
16K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.2K+ 100.0% |
$499K - $566K
|
28.3K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.36KNew |
$295K - $334K
|
8.36K
$394K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
8.35KNew |
$294K - $333K
|
8.35K
$394K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.2K+ 3.56% |
$289K - $327K
|
239K
$11.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
8.12K+ 1.92% |
$286K - $324K
|
432K
$20.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8K+ 97.59% |
$282K - $319K
|
16.2K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
7.22KNew |
$254K - $288K
|
7.22K
$340K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.98K+ 16.21% |
$246K - $279K
|
50K
$2.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.72K+ 47.66% |
$237K - $268K
|
20.8K
$983K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.35K+ 316.86% |
$224K - $254K
|
8.36K
$394K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
5.47KNew |
$193K - $218K
|
5.47K
$258K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
BUY
|
- |
5.12KNew |
$180K - $204K
|
5.12K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.09K+ 18.33% |
$179K - $203K
|
32.9K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.08K+ 41.93% |
$179K - $203K
|
17.2K
$811K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.93K+ 34.97% |
$174K - $197K
|
19K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.44K+ 10.66% |
$157K - $177K
|
46.1K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 12.03% |
$149K - $169K
|
39.4K
$1.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.47K+ 0.46% |
$122K - $138K
|
753K
$35.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.46K+ 0.87% |
$122K - $138K
|
402K
$19M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2K+ 17.39% |
$70.5K - $79.8K
|
13.5K
$637K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.96K+ 5.88% |
$69.2K - $78.4K
|
35.4K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 23.79% |
$66.1K - $74.9K
|
9.76K
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.34K+ 2.21% |
$47.2K - $53.5K
|
61.8K
$2.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
1.25K+ 77.62% |
$43.9K - $49.7K
|
2.85K
$134K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.2K+ 0.58% |
$42.3K - $47.9K
|
207K
$9.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.17KNew |
$41.2K - $46.7K
|
1.17K
$55.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.11K+ 2.04% |
$39K - $44.2K
|
55.4K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
838+ 0.51% |
$29.5K - $33.5K
|
166K
$7.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
818+ 1.98% |
$28.8K - $32.7K
|
42.2K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
541+ 4.16% |
$19.1K - $21.6K
|
13.6K
$640K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
500+ 19.55% |
$17.6K - $20K
|
3.06K
$144K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
360+ 0.7% |
$12.7K - $14.4K
|
51.9K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
309+ 0.28% |
$10.9K - $12.3K
|
113K
$5.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
78+ 0.12% |
$2.75K - $3.11K
|
64.4K
$3.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
54+ 0.33% |
$1.9K - $2.16K
|
16.5K
$776K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
25+ 0.43% |
$881 - $998
|
5.87K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
25+ 0.51% |
$881 - $998
|
4.89K
$231K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
23+ 0.1% |
$811 - $918
|
23K
$1.08M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
18+ 0.21% |
$635 - $719
|
8.52K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14+ 0.15% |
$494 - $559
|
9.12K
$430K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
7+ 0.17% |
$247 - $279
|
4.25K
$200K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5+ 0.01% |
$176 - $200
|
39.2K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 0.51% |
$176 - $200
|
977
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3+ 0.83% |
$106 - $120
|
364
$17.2K
|