Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.63K+ 400.0% |
$51.8K - $271K
|
2.04K
$84.8K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.61K+ 400.0% |
$51.1K - $267K
|
2.01K
$83.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.61K+ 400.0% |
$51.1K - $267K
|
2.01K
$83.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1.6K+ 400.0% |
$50.8K - $266K
|
2K
$83.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.55K+ 400.0% |
$49.3K - $258K
|
1.94K
$80.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.47K+ 400.27% |
$46.7K - $244K
|
1.84K
$76.3K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.47K+ 400.27% |
$46.7K - $244K
|
1.84K
$76.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.44K+ 400.0% |
$45.9K - $240K
|
1.81K
$75.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.4K+ 400.0% |
$44.3K - $232K
|
1.75K
$72.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.25K+ 345.98% |
$39.7K - $208K
|
1.61K
$66.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.2K+ 400.0% |
$38.1K - $200K
|
1.5K
$62.4K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.2K+ 400.0% |
$38.1K - $200K
|
1.5K
$62.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.16K+ 400.0% |
$36.8K - $193K
|
1.45K
$60.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.14K+ 400.0% |
$36.1K - $189K
|
1.42K
$59K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.11K+ 400.0% |
$35.2K - $184K
|
1.39K
$57.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.08K+ 402.97% |
$34.4K - $180K
|
1.35K
$56.3K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
984+ 400.0% |
$31.3K - $164K
|
1.23K
$51.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
956+ 400.0% |
$30.4K - $159K
|
1.2K
$49.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
920+ 400.0% |
$29.2K - $153K
|
1.15K
$47.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
900+ 400.0% |
$28.6K - $150K
|
1.13K
$46.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
892+ 400.0% |
$28.3K - $148K
|
1.12K
$46.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
888+ 997.75% |
$28.2K - $148K
|
977
$40.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
887+ 426.44% |
$28.2K - $147K
|
1.1K
$45.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
829+ 4.49% |
$26.3K - $138K
|
19.3K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
808+ 400.0% |
$25.7K - $134K
|
1.01K
$42K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
768+ 400.0% |
$24.4K - $128K
|
960
$39.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
740+ 400.0% |
$23.5K - $123K
|
925
$38.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
732+ 400.0% |
$23.2K - $122K
|
915
$38K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
732+ 400.0% |
$23.2K - $122K
|
915
$38K
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
728+ 400.0% |
$23.1K - $121K
|
910
$37.8K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
644+ 400.0% |
$20.5K - $107K
|
805
$33.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
620+ 400.0% |
$19.7K - $103K
|
775
$32.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
600+ 400.0% |
$19.1K - $99.8K
|
750
$31.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
600+ 400.0% |
$19.1K - $99.8K
|
750
$31.2K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
544+ 400.0% |
$17.3K - $90.5K
|
680
$28.3K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
515+ 0.58% |
$16.4K - $85.6K
|
89.1K
$3.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
472+ 400.0% |
$15K - $78.5K
|
590
$24.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
470New |
$14.9K - $78.2K
|
470
$19.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
452+ 400.0% |
$14.4K - $75.2K
|
565
$23.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
450New |
$14.3K - $74.8K
|
450
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
436+ 400.0% |
$13.8K - $72.5K
|
545
$22.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
430New |
$13.7K - $71.5K
|
430
$17.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
404+ 400.0% |
$12.8K - $67.2K
|
505
$21K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
400+ 400.0% |
$12.7K - $66.5K
|
500
$20.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
382+ 402.11% |
$12.1K - $63.5K
|
477
$19.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
368+ 400.0% |
$11.7K - $61.2K
|
460
$19.1K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
360New |
$11.4K - $59.9K
|
360
$15K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
360+ 400.0% |
$11.4K - $59.9K
|
450
$18.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
310New |
$9.85K - $51.5K
|
310
$12.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
280+ 400.0% |
$8.89K - $46.6K
|
350
$14.6K
|