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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.7K- 1.3% |
$253K - $280K
|
129K
$5.21M
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.78K- 0.81% |
$267K - $295K
|
218K
$8.85M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.83K- 0.8% |
$273K - $302K
|
225K
$9.12M
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.89K- 0.86% |
$283K - $313K
|
218K
$8.84M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.91K- 2.63% |
$285K - $316K
|
70.6K
$2.86M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 1.8% |
$293K - $324K
|
107K
$4.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2K- 6.35% |
$298K - $330K
|
29.5K
$1.19M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.06K- 30.9% |
$307K - $340K
|
4.6K
$186K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.08K- 19.9% |
$311K - $344K
|
8.38K
$339K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.13K- 7.15% |
$319K - $352K
|
27.7K
$1.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.18K- 11.18% |
$326K - $361K
|
17.4K
$703K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.23K- 0.21% |
$333K - $368K
|
1.06M
$42.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.26K- 0.51% |
$338K - $374K
|
440K
$17.8M
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.43K- 20.61% |
$363K - $402K
|
9.36K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Rollins Financial
|
SELL
|
- |
-2.56K- 8.61% |
$383K - $424K
|
27.2K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.58K- 4.0% |
$385K - $426K
|
61.9K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.78K- 5.23% |
$415K - $459K
|
50.4K
$2.04M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.83K- 1.4% |
$423K - $468K
|
199K
$8.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-2.95K- 1.62% |
$442K - $488K
|
180K
$7.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.96K- 3.52% |
$442K - $489K
|
81K
$3.28M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.46K- 37.69% |
$517K - $572K
|
5.72K
$232K
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-3.86K- 14.64% |
$576K - $638K
|
22.5K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.95K- 3.81% |
$591K - $653K
|
99.8K
$4.04M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-4.08K- 1.36% |
$610K - $675K
|
296K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.28K- 5.41% |
$639K - $707K
|
74.7K
$3.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.3K- 4.56% |
$643K - $711K
|
89.9K
$3.64M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.04K- 4.7% |
$754K - $834K
|
102K
$4.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.07K- 4.84% |
$758K - $839K
|
99.6K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.1K- 10.09% |
$763K - $844K
|
45.5K
$1.84M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.3K- 14.18% |
$792K - $876K
|
32.1K
$1.3M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.33K- 80.0% |
$797K - $882K
|
1.33K
$54K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.43K- 1.11% |
$812K - $899K
|
483K
$19.6M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.4K- 53.16% |
$957K - $1.06M
|
5.64K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-6.93K- 37.57% |
$1.04M - $1.15M
|
11.5K
$466K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-7.21K- 18.94% |
$1.08M - $1.19M
|
30.9K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.43K- 18.75% |
$1.11M - $1.23M
|
32.2K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-7.76K- 2.06% |
$1.16M - $1.28M
|
369K
$14.9M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-10.9K- 46.52% |
$1.62M - $1.8M
|
12.5K
$506K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.5K- 98.76% |
$1.87M - $2.07M
|
157
$6.36K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 7.54% |
$2.03M - $2.24M
|
166K
$6.74M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.9K- 0.78% |
$2.23M - $2.46M
|
1.91M
$77.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.9K- 3.19% |
$2.23M - $2.47M
|
453K
$18.3M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.4K- 64.89% |
$2.45M - $2.71M
|
8.87K
$359K
|
|
|
May 05, 2023
Q1 2023
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-17.2K- 23.42% |
$2.56M - $2.84M
|
56.1K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-20.6K- 2.09% |
$3.09M - $3.41M
|
965K
$39.1M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.1K- 31.13% |
$3.15M - $3.48M
|
46.6K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.4K- 8.86% |
$3.35M - $3.71M
|
231K
$9.34M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-23.3K- 20.64% |
$3.48M - $3.85M
|
89.6K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-26.9K- 13.22% |
$4.01M - $4.44M
|
176K
$7.14M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-29.1K- 1.9% |
$4.35M - $4.82M
|
1.5M
$60.9M
|