Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 2024. 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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
214+ 0.81% |
$7.41K - $8.23K
|
26.7K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
213+ 0.21% |
$7.37K - $8.19K
|
102K
$4.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
180+ 2.68% |
$6.23K - $6.92K
|
6.89K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
172+ 48.04% |
$5.95K - $6.62K
|
530
$21.5K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
166+ 0.92% |
$5.75K - $6.39K
|
18.1K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
165+ 0.98% |
$5.71K - $6.35K
|
17.1K
$691K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
155New |
$5.37K - $5.96K
|
155
$6.28K
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
127+ 0.66% |
$4.4K - $4.89K
|
19.4K
$786K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110New |
$3.81K - $4.23K
|
110
$4.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
108+ 0.33% |
$3.74K - $4.15K
|
32.6K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
102+ 0.16% |
$3.53K - $3.92K
|
64.1K
$2.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
100New |
$3.46K - $3.85K
|
100
$4.05K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
99+ 0.82% |
$3.43K - $3.81K
|
12.2K
$494K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 0.4% |
$3.32K - $3.69K
|
24K
$973K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
84+ 0.21% |
$2.91K - $3.23K
|
40.4K
$1.64M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
77+ 0.4% |
$2.67K - $2.96K
|
19.2K
$777K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
66+ 0.03% |
$2.28K - $2.54K
|
209K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
49+ 0.24% |
$1.7K - $1.89K
|
20.2K
$816K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
44+ 37.93% |
$1.52K - $1.69K
|
160
$6.48K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.43% |
$1.32K - $1.46K
|
8.94K
$362K
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
38+ 0.4% |
$1.32K - $1.46K
|
9.56K
$387K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
32+ 0.22% |
$1.11K - $1.23K
|
14.4K
$585K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32+ 0.35% |
$1.11K - $1.23K
|
9.12K
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
32+ 0.26% |
$1.11K - $1.23K
|
12.4K
$501K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.42% |
$1.07K - $1.19K
|
7.4K
$300K
|
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
28+ 0.42% |
$969 - $1.08K
|
6.64K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
27+ 0.06% |
$935 - $1.04K
|
48.5K
$1.96M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
23+ 0.23% |
$796 - $885
|
10.2K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.28% |
$589 - $654
|
5.99K
$243K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 0.36% |
$554 - $616
|
4.52K
$183K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
15New |
$519 - $577
|
15
$608
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
15+ 0.48% |
$519 - $577
|
3.12K
$126K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14+ 0.43% |
$485 - $539
|
3.28K
$133K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
14+ 0.42% |
$485 - $539
|
3.35K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
7+ 0.11% |
$242 - $269
|
6.16K
$249K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6+ 0.44% |
$208 - $231
|
1.37K
$55.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.18% |
$138 - $154
|
2.22K
$89.7K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.39% |
$104 - $115
|
773
$31.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2+ 0.48% |
$69.2 - $76.9
|
417
$16.9K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.62% |
$69.2 - $76.9
|
323
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.42% |
$69.2 - $76.9
|
481
$19.5K
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.0% |
$34.6 - $38.5
|
44.7K
$1.81M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-23- 0.07% |
$796 - $885
|
30.7K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-25- 0.15% |
$865 - $962
|
17.2K
$697K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-33- 0.15% |
$1.14K - $1.27K
|
22.4K
$908K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-40- 0.08% |
$1.38K - $1.54K
|
49.3K
$2M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-48- 1.37% |
$1.66K - $1.85K
|
3.47K
$140K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-80- 0.02% |
$2.77K - $3.08K
|
532K
$21.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-90- 0.45% |
$3.12K - $3.46K
|
19.8K
$801K
|