Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.88K+ 5.48% |
$332K - $361K
|
171K
$7.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.81K+ 9.78% |
$329K - $358K
|
98.9K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
8.34K+ 7.2% |
$311K - $339K
|
124K
$5.22M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
7.97K+ 1.58% |
$297K - $324K
|
512K
$21.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
7.96K+ 4.29% |
$297K - $323K
|
193K
$8.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
7.77K+ 13.46% |
$290K - $316K
|
65.5K
$2.76M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.65KNew |
$286K - $311K
|
7.65K
$322K
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
7.62KNew |
$284K - $309K
|
7.62K
$320K
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
BUY
|
- |
7.1KNew |
$265K - $288K
|
7.1K
$298K
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
6.98KNew |
$261K - $284K
|
6.98K
$294K
|
|
|
Nov 06, 2024
Q3 2024
|
Vishria Bird Financial Group, LLC
|
BUY
|
- |
6.93KNew |
$259K - $282K
|
6.93K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.25K+ 17.34% |
$233K - $254K
|
42.3K
$1.78M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.11KNew |
$228K - $248K
|
6.11K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
6.03K+ 2.3% |
$225K - $245K
|
268K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.81K+ 1936.67% |
$217K - $236K
|
6.11K
$257K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
5.77K+ 7.55% |
$215K - $234K
|
82.2K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.71K+ 3.5% |
$213K - $232K
|
169K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
5.57K+ 9.58% |
$208K - $226K
|
63.7K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.51K+ 2.09% |
$206K - $224K
|
270K
$11.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
5.49K+ 5.43% |
$205K - $223K
|
107K
$4.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.45K+ 6.86% |
$204K - $222K
|
84.9K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.42K+ 11.46% |
$202K - $220K
|
52.7K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
5.39KNew |
$201K - $219K
|
5.39K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.28K+ 1.59% |
$197K - $214K
|
338K
$14.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
5.26KNew |
$196K - $214K
|
5.26K
$221K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
5.25KNew |
$196K - $213K
|
5.25K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5.19KNew |
$194K - $211K
|
5.19K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Geometric Wealth Advisors
|
BUY
|
- |
5.18KNew |
$193K - $210K
|
5.18K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.18KNew |
$193K - $210K
|
5.18K
$218K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
5.15KNew |
$192K - $209K
|
5.15K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.05KNew |
$188K - $205K
|
5.05K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.03KNew |
$188K - $204K
|
5.03K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.02K+ 21.22% |
$188K - $204K
|
28.7K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.66K+ 2.55% |
$174K - $189K
|
187K
$7.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.55K+ 0.13% |
$170K - $185K
|
3.52M
$148M
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
4.52K+ 0.82% |
$169K - $183K
|
555K
$23.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
4.02K+ 3.43% |
$150K - $163K
|
121K
$5.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.92K+ 30.52% |
$146K - $159K
|
16.8K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.88K+ 11.1% |
$145K - $158K
|
38.8K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3.78K+ 2.84% |
$141K - $153K
|
137K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
3.73K+ 1.96% |
$139K - $151K
|
193K
$8.14M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
3.22KNew |
$120K - $131K
|
3.22K
$135K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.1K+ 18.54% |
$116K - $126K
|
19.8K
$832K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 49.48% |
$115K - $125K
|
9.28K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
3K+ 27.31% |
$112K - $122K
|
14K
$588K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.93K+ 2.34% |
$110K - $119K
|
128K
$5.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.87K+ 0.83% |
$107K - $117K
|
348K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
2.76K+ 0.33% |
$103K - $112K
|
844K
$35.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
2.75KNew |
$103K - $112K
|
2.75K
$115K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.6KNew |
$97.2K - $106K
|
2.6K
$109K
|