Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
13+ 0.13% |
$474 - $502
|
9.81K
$412K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.2% |
$328 - $347
|
4.54K
$191K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.13% |
$292 - $309
|
6.17K
$259K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.39% |
$109 - $116
|
776
$32.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.39% |
$72.9 - $77.2
|
511
$21.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.04% |
$72.9 - $77.2
|
4.54K
$191K
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $38.6
|
19.6K
$823K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$36.5 - $38.6
|
5.2K
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.04% |
$36.5 - $38.6
|
2.82K
$118K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.31% |
$36.5 - $38.6
|
324
$13.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$36.5 - $38.6
|
6.89K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-5- 0.01% |
$182 - $193
|
37.8K
$1.59M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-5- 0.11% |
$182 - $193
|
4.41K
$185K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8- 0.03% |
$292 - $309
|
28.7K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-10- 0.03% |
$365 - $386
|
36.6K
$1.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-23- 4.89% |
$838 - $887
|
447
$18.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-32- 0.09% |
$1.17K - $1.23K
|
37.4K
$1.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-36- 0.16% |
$1.31K - $1.39K
|
22.4K
$940K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-44- 27.5% |
$1.6K - $1.7K
|
116
$4.87K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-44- 0.1% |
$1.6K - $1.7K
|
42K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-50- 0.09% |
$1.82K - $1.93K
|
56.6K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-78- 1.29% |
$2.84K - $3.01K
|
5.96K
$250K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-100- 0.32% |
$3.65K - $3.86K
|
31.4K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-131- 0.21% |
$4.77K - $5.05K
|
62.5K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-150- 0.48% |
$5.47K - $5.79K
|
31.2K
$1.31M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
SELL
|
- |
-150- 0.87% |
$5.47K - $5.79K
|
17.1K
$717K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-150- 0.49% |
$5.47K - $5.79K
|
30.8K
$1.29M
|
|
|
Jul 29, 2024
Q2 2024
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-150- 2.22% |
$5.47K - $5.79K
|
6.61K
$278K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-152- 0.47% |
$5.54K - $5.86K
|
32.5K
$1.36M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-156- 0.03% |
$5.69K - $6.02K
|
483K
$20.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-174- 0.72% |
$6.34K - $6.71K
|
23.9K
$1M
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-184- 0.1% |
$6.71K - $7.1K
|
189K
$7.95M
|
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-194- 0.25% |
$7.07K - $7.48K
|
76.4K
$3.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-214- 0.46% |
$7.8K - $8.26K
|
46.5K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-234- 0.39% |
$8.53K - $9.03K
|
59.3K
$2.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-247- 2.28% |
$9K - $9.53K
|
10.6K
$445K
|
|
|
Jul 29, 2024
Q2 2024
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-265- 0.7% |
$9.66K - $10.2K
|
37.6K
$1.58M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-270- 0.56% |
$9.84K - $10.4K
|
48.2K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-290- 2.77% |
$10.6K - $11.2K
|
10.2K
$428K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-303- 0.05% |
$11K - $11.7K
|
622K
$26.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-311- 0.71% |
$11.3K - $12K
|
43.5K
$1.83M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-325- 15.7% |
$11.8K - $12.5K
|
1.75K
$73.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-340- 5.88% |
$12.4K - $13.1K
|
5.44K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-359- 0.54% |
$13.1K - $13.9K
|
66.5K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-400- 13.36% |
$14.6K - $15.4K
|
2.6K
$109K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-400- 2.63% |
$14.6K - $15.4K
|
14.8K
$621K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-420- 15.84% |
$15.3K - $16.2K
|
2.23K
$93.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-451- 0.77% |
$16.4K - $17.4K
|
57.8K
$2.43M
|