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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.19K- 5.13% |
$41.2K - $45.8K
|
22K
$926K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-1.33K- 7.17% |
$46K - $51.2K
|
17.2K
$724K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.37K- 1.68% |
$47.3K - $52.6K
|
80.1K
$3.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.39K- 2.37% |
$48.1K - $53.5K
|
57.2K
$2.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.48K- 0.66% |
$51.2K - $56.9K
|
223K
$9.38M
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-1.49K- 3.65% |
$51.4K - $57.2K
|
39.3K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.49K- 3.56% |
$51.4K - $57.2K
|
40.2K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.54K- 1.14% |
$53.4K - $59.4K
|
134K
$5.63M
|
|
|
May 02, 2024
Q1 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.56K- 0.51% |
$54.1K - $60.1K
|
303K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.59K- 3.12% |
$55K - $61.2K
|
49.4K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.7K- 0.23% |
$58.7K - $65.2K
|
742K
$31.2M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 4.9% |
$62.6K - $69.6K
|
35.1K
$1.48M
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-1.82K- 10.33% |
$63.1K - $70.2K
|
15.8K
$666K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.86K- 4.55% |
$64.2K - $71.4K
|
38.9K
$1.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.89K- 0.57% |
$65.5K - $72.8K
|
328K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.91K- 32.36% |
$66.3K - $73.6K
|
4K
$168K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.95K- 19.98% |
$67.5K - $75K
|
7.81K
$328K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-2.05K- 7.58% |
$70.8K - $78.7K
|
24.9K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-2.12K- 1.89% |
$73.3K - $81.5K
|
110K
$4.63M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-2.14K- 5.01% |
$73.9K - $82.1K
|
40.5K
$1.7M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.18K- 2.21% |
$75.6K - $84K
|
96.5K
$4.06M
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.41K- 1.2% |
$83.3K - $92.6K
|
198K
$8.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.58K- 4.04% |
$89.2K - $99.1K
|
61.2K
$2.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.61K- 3.08% |
$90.2K - $100K
|
81.9K
$3.44M
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-2.66K- 5.96% |
$92.1K - $102K
|
41.9K
$1.76M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.7K- 32.05% |
$93.5K - $104K
|
5.73K
$241K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.84K- 7.19% |
$98.3K - $109K
|
36.7K
$1.54M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.85K- 0.77% |
$98.6K - $110K
|
366K
$15.4M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.86K- 4.64% |
$99K - $110K
|
58.8K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-2.9K- 3.15% |
$100K - $112K
|
89.2K
$3.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.98K- 4.77% |
$103K - $115K
|
59.5K
$2.5M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-3.23K- 0.32% |
$112K - $124K
|
1.02M
$42.9M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.24K- 1.84% |
$112K - $125K
|
172K
$7.25M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.34K- 74.53% |
$115K - $128K
|
1.14K
$47.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-3.4K- 16.49% |
$118K - $131K
|
17.2K
$723K
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.5K- 5.64% |
$121K - $135K
|
58.7K
$2.47M
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-3.58K- 1.87% |
$124K - $138K
|
188K
$7.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-3.8K- 4.23% |
$131K - $146K
|
86K
$3.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.03K- 3.99% |
$139K - $155K
|
96.8K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-4.44K- 4.05% |
$154K - $171K
|
105K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.87K- 5.65% |
$169K - $187K
|
81.3K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.05K- 4.27% |
$175K - $194K
|
113K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 10.49% |
$176K - $196K
|
43.4K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-5.21K- 3.43% |
$180K - $200K
|
147K
$6.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-6.57K- 5.04% |
$227K - $253K
|
124K
$5.21M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.87K- 26.37% |
$238K - $264K
|
19.2K
$807K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.01K- 1.14% |
$243K - $270K
|
610K
$25.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-7.32K- 35.43% |
$253K - $282K
|
13.3K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.46K- 1.16% |
$258K - $287K
|
636K
$26.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Solitude Financial Services
|
SELL
|
- |
-8.02K- 27.4% |
$278K - $309K
|
21.3K
$894K
|