Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-159- 7.28% |
$23.8K - $26.3K
|
2.03K
$84.2K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-162- 8.32% |
$24.2K - $26.8K
|
1.79K
$74.3K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-170- 1.82% |
$25.4K - $28.1K
|
9.18K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-190- 2.37% |
$28.4K - $31.4K
|
7.84K
$326K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-190- 78.84% |
$28.4K - $31.4K
|
51
$2.12K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-200- 8.32% |
$29.9K - $33.1K
|
2.21K
$91.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-217- 3.3% |
$32.4K - $35.9K
|
6.36K
$265K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-218- 1.47% |
$32.6K - $36K
|
14.7K
$609K
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-240- 48.0% |
$35.9K - $39.7K
|
260
$10.8K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-252Closed |
$37.7K - $41.7K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-275- 1.54% |
$41.1K - $45.5K
|
17.6K
$731K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-280- 2.63% |
$41.9K - $46.3K
|
10.4K
$432K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-293- 2.54% |
$43.8K - $48.4K
|
11.2K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-303- 15.39% |
$45.3K - $50.1K
|
1.67K
$69.3K
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-307- 4.05% |
$45.9K - $50.8K
|
7.26K
$302K
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-308- 8.28% |
$46K - $50.9K
|
3.41K
$142K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-309- 0.97% |
$46.2K - $51.1K
|
31.7K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-319- 13.05% |
$47.7K - $52.7K
|
2.13K
$88.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-324- 0.87% |
$48.4K - $53.6K
|
37K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-332- 13.77% |
$49.6K - $54.9K
|
2.08K
$86.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-335- 0.72% |
$50.1K - $55.4K
|
46K
$1.91M
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-340- 1.9% |
$50.8K - $56.2K
|
17.6K
$732K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-363- 0.55% |
$54.3K - $60K
|
65.9K
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-371- 6.22% |
$55.5K - $61.3K
|
5.6K
$233K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-381- 7.86% |
$56.9K - $63K
|
4.47K
$186K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-408- 16.29% |
$61K - $67.5K
|
2.1K
$87.2K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-408- 16.29% |
$61K - $67.5K
|
2.1K
$87.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-419- 7.32% |
$62.6K - $69.3K
|
5.31K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-443- 17.28% |
$66.2K - $73.3K
|
2.12K
$88.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-450- 8.89% |
$67.3K - $74.4K
|
4.61K
$192K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-511- 2.45% |
$76.4K - $84.5K
|
20.3K
$845K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-540- 7.99% |
$80.7K - $89.3K
|
6.22K
$258K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-598- 1.76% |
$89.4K - $98.9K
|
33.4K
$1.39M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-632- 17.45% |
$94.5K - $105K
|
2.99K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-664- 5.79% |
$99.2K - $110K
|
10.8K
$449K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-677- 12.82% |
$101K - $112K
|
4.61K
$191K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-680- 6.36% |
$102K - $112K
|
10K
$416K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-704- 2.3% |
$105K - $116K
|
29.9K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-717- 7.69% |
$107K - $119K
|
8.61K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-724- 6.17% |
$108K - $120K
|
11K
$458K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-814- 2.53% |
$122K - $135K
|
31.3K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-890- 1.58% |
$133K - $147K
|
55.6K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-942- 72.57% |
$141K - $156K
|
356
$14.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-950- 8.82% |
$142K - $157K
|
9.83K
$409K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.06K- 79.33% |
$159K - $176K
|
277
$11.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1.08K- 81.88% |
$161K - $179K
|
239
$9.94K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.25K- 1.73% |
$187K - $207K
|
71.1K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.31K- 5.96% |
$195K - $216K
|
20.6K
$856K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-1.47K- 80.01% |
$220K - $243K
|
367
$15.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 1.3% |
$253K - $280K
|
129K
$5.34M
|