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 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
117+ 0.24% |
$4.37K - $4.75K
|
48.5K
$2.04M
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
116+ 0.36% |
$4.33K - $4.71K
|
32.6K
$1.37M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
105+ 20.59% |
$3.92K - $4.27K
|
615
$25.9K
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
78+ 0.4% |
$2.91K - $3.17K
|
19.6K
$826K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
71+ 1.98% |
$2.65K - $2.88K
|
3.65K
$154K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
60New |
$2.24K - $2.44K
|
60
$2.52K
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
54+ 0.27% |
$2.02K - $2.19K
|
20.3K
$852K
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
48+ 29.09% |
$1.79K - $1.95K
|
213
$8.96K
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
48+ 0.02% |
$1.79K - $1.95K
|
297K
$12.5M
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
41+ 0.46% |
$1.53K - $1.67K
|
9.02K
$379K
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
40+ 0.42% |
$1.49K - $1.63K
|
9.64K
$405K
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
35+ 0.28% |
$1.31K - $1.42K
|
12.4K
$523K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
35+ 0.38% |
$1.31K - $1.42K
|
9.19K
$386K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
34+ 0.46% |
$1.27K - $1.38K
|
7.47K
$314K
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
31+ 0.46% |
$1.16K - $1.26K
|
6.7K
$282K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
29+ 0.2% |
$1.08K - $1.18K
|
14.3K
$603K
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
18+ 0.4% |
$672 - $731
|
4.55K
$191K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
18+ 0.3% |
$672 - $731
|
6.03K
$253K
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.45% |
$560 - $609
|
3.38K
$142K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.44% |
$373 - $406
|
2.27K
$95.3K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 0.04% |
$373 - $406
|
26.9K
$1.13M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.2% |
$336 - $366
|
4.55K
$191K
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.13% |
$299 - $325
|
6.17K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.04% |
$261 - $284
|
15.7K
$659K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.02% |
$261 - $284
|
42K
$1.77M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3+ 0.04% |
$112 - $122
|
8.09K
$340K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$112 - $122
|
4.54K
$191K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$74.7 - $81.3
|
6.18K
$260K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.62% |
$74.7 - $81.3
|
326
$13.7K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2+ 0.39% |
$74.7 - $81.3
|
513
$21.6K
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
12K
$504K
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
19.6K
$824K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1+ 0.0% |
$37.3 - $40.6
|
86.5K
$3.64M
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1+ 0.01% |
$37.3 - $40.6
|
14.8K
$622K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-3- 0.01% |
$112 - $122
|
36.6K
$1.54M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-14- 0.12% |
$523 - $569
|
11.3K
$475K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-24- 0.04% |
$896 - $975
|
62.5K
$2.63M
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-33- 0.56% |
$1.23K - $1.34K
|
5.81K
$244K
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-38- 0.08% |
$1.42K - $1.54K
|
49.4K
$2.08M
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-45- 0.12% |
$1.68K - $1.83K
|
37.3K
$1.57M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45- 0.03% |
$1.68K - $1.83K
|
176K
$7.39M
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$1.87K - $2.03K
|
31.4K
$1.32M
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-53- 0.83% |
$1.98K - $2.15K
|
6.36K
$268K
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-54- 2.42% |
$2.02K - $2.19K
|
2.18K
$91.5K
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-58- 0.24% |
$2.17K - $2.36K
|
24.5K
$1.03M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-62- 0.22% |
$2.31K - $2.52K
|
28.7K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-70- 0.79% |
$2.61K - $2.84K
|
8.74K
$368K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 0.38% |
$2.8K - $3.05K
|
19.5K
$818K
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-86- 11.08% |
$3.21K - $3.49K
|
690
$29K
|