Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
349+ 11.21% |
$9.68K - $57.5K
|
3.46K
$145K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
329+ 5.39% |
$9.13K - $54.2K
|
6.43K
$269K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
310+ 11.58% |
$8.6K - $51.1K
|
2.99K
$125K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
301+ 11.55% |
$8.35K - $49.6K
|
2.91K
$122K
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
300+ 19.6% |
$8.33K - $49.5K
|
1.83K
$76.6K
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
285+ 29.53% |
$7.91K - $47K
|
1.25K
$52.3K
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
275+ 2.65% |
$7.63K - $45.3K
|
10.6K
$445K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
273+ 1.43% |
$7.58K - $45K
|
19.3K
$808K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
269New |
$7.46K - $44.4K
|
269
$11.2K
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
263+ 1.73% |
$7.3K - $43.4K
|
15.5K
$646K
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
198+ 2.82% |
$5.49K - $32.6K
|
7.23K
$302K
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
183New |
$5.08K - $30.2K
|
183
$7.65K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
181+ 2.85% |
$5.02K - $29.8K
|
6.52K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
180+ 1.42% |
$5K - $29.7K
|
12.8K
$536K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
143+ 0.08% |
$3.97K - $23.6K
|
177K
$7.39M
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
133+ 0.35% |
$3.69K - $21.9K
|
38.3K
$1.6M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
123+ 3.47% |
$3.41K - $20.3K
|
3.67K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
118New |
$3.27K - $19.5K
|
118
$4.93K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
116+ 0.56% |
$3.22K - $19.1K
|
20.7K
$864K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
112+ 0.9% |
$3.11K - $18.5K
|
12.5K
$525K
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
108+ 0.13% |
$3K - $17.8K
|
83.1K
$3.48M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
105+ 10.71% |
$2.91K - $17.3K
|
1.09K
$45.4K
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
101+ 0.5% |
$2.8K - $16.7K
|
20.1K
$842K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
94+ 0.43% |
$2.61K - $15.5K
|
22.1K
$925K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
93New |
$2.58K - $15.3K
|
93
$3.89K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
86+ 28.67% |
$2.39K - $14.2K
|
386
$16.1K
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
BUY
|
- |
85+ 61.59% |
$2.36K - $14K
|
223
$9.33K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
83+ 53.21% |
$2.3K - $13.7K
|
239
$9.99K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
82+ 2.91% |
$2.28K - $13.5K
|
2.9K
$121K
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
75+ 35.89% |
$2.08K - $12.4K
|
284
$11.9K
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
75+ 35.89% |
$2.08K - $12.4K
|
284
$11.9K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
64+ 57.66% |
$1.78K - $10.6K
|
175
$7.32K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
63+ 1.77% |
$1.75K - $10.4K
|
3.62K
$151K
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
56+ 1.22% |
$1.55K - $9.23K
|
4.64K
$194K
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
39+ 0.64% |
$1.08K - $6.43K
|
6.15K
$257K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
39+ 1.89% |
$1.08K - $6.43K
|
2.1K
$87.8K
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
36+ 0.02% |
$999 - $5.94K
|
145K
$6.05M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
33+ 1.78% |
$916 - $5.44K
|
1.88K
$78.8K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24New |
$666 - $3.96K
|
24
$1K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.82% |
$555 - $3.3K
|
2.46K
$103K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
20+ 0.82% |
$555 - $3.3K
|
2.46K
$103K
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.11% |
$527 - $3.13K
|
1.74K
$72.6K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17+ 2.03% |
$472 - $2.8K
|
856
$35.8K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 1.05% |
$416 - $2.47K
|
1.44K
$60.3K
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11+ 0.57% |
$305 - $1.81K
|
1.94K
$81.1K
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
11+ 0.46% |
$305 - $1.81K
|
2.43K
$102K
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10+ 0.15% |
$278 - $1.65K
|
6.53K
$273K
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8+ 0.12% |
$222 - $1.32K
|
6.92K
$289K
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 1.09% |
$194 - $1.15K
|
650
$27.2K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
7+ 0.08% |
$194 - $1.15K
|
8.56K
$358K
|