Purchases and Sales Made in Q4 2021 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.85KNew |
$776K - $834K
|
4.85K
$202K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.84K+ 8.95% |
$774K - $832K
|
58.9K
$2.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
4.7KNew |
$752K - $809K
|
4.7K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.59K+ 62.75% |
$734K - $790K
|
11.9K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
4.37KNew |
$699K - $752K
|
4.37K
$182K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.36K+ 17.99% |
$697K - $750K
|
28.6K
$1.19M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.11KNew |
$657K - $706K
|
4.11K
$171K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.98K+ 8.91% |
$636K - $684K
|
48.7K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.86K+ 54.83% |
$617K - $664K
|
10.9K
$453K
|
|
|
Feb 15, 2022
Q4 2021
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.45KNew |
$551K - $593K
|
3.45K
$143K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.2K+ 34.03% |
$512K - $551K
|
12.6K
$524K
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
3.15KNew |
$504K - $542K
|
3.15K
$131K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
2.98KNew |
$476K - $512K
|
2.98K
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.79K+ 85.09% |
$445K - $479K
|
6.06K
$252K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.61K+ 1.83% |
$417K - $448K
|
145K
$6.02M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.55K+ 41.93% |
$408K - $438K
|
8.63K
$359K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.54K+ 99.76% |
$406K - $437K
|
5.09K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.43K+ 11.67% |
$388K - $417K
|
23.2K
$965K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
2.34K+ 88.17% |
$374K - $402K
|
4.99K
$208K
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
2.2KNew |
$351K - $378K
|
2.2K
$91.4K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.15K+ 25.38% |
$344K - $370K
|
10.6K
$442K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.07K+ 0.7% |
$330K - $355K
|
297K
$12.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.89K+ 36.55% |
$301K - $324K
|
7.04K
$293K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.87K+ 9.84% |
$299K - $322K
|
20.9K
$868K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.82K+ 5.52% |
$291K - $313K
|
34.8K
$1.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.8KNew |
$288K - $310K
|
1.8K
$74.8K
|
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
1.8K+ 15.02% |
$287K - $309K
|
13.8K
$572K
|
|
|
Feb 14, 2022
Q4 2021
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
1.65K+ 41.77% |
$264K - $284K
|
5.6K
$233K
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.64K+ 33.31% |
$262K - $282K
|
6.56K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.63KNew |
$260K - $280K
|
1.63K
$67.7K
|
|
|
Apr 12, 2022
Q4 2021
|
Fortune 45 LLC
|
BUY
|
- |
1.61KNew |
$258K - $277K
|
1.61K
$67.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6K+ 19.28% |
$256K - $275K
|
9.9K
$412K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.45KNew |
$232K - $250K
|
1.45K
$60.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.45K+ 6.78% |
$232K - $249K
|
22.8K
$950K
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.29KNew |
$206K - $222K
|
1.29K
$53.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.25KNew |
$200K - $215K
|
1.25K
$52K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.24KNew |
$198K - $213K
|
1.24K
$51.5K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.24K+ 6.08% |
$197K - $212K
|
21.6K
$896K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.21KNew |
$193K - $208K
|
1.21K
$50.3K
|
|
|
Jan 07, 2022
Q4 2021
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.2KNew |
$192K - $206K
|
1.2K
$49.9K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.18KNew |
$189K - $204K
|
1.18K
$49.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.18KNew |
$189K - $203K
|
1.18K
$49.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 41.03% |
$170K - $182K
|
3.65K
$152K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
990+ 2.39% |
$158K - $170K
|
42.5K
$1.77M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
971+ 3.0% |
$155K - $167K
|
33.3K
$1.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
943New |
$151K - $162K
|
943
$39.2K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
BUY
|
- |
942+ 1.73% |
$151K - $162K
|
55.4K
$2.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
936+ 1.55% |
$150K - $161K
|
61.2K
$2.55M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
914+ 35.5% |
$146K - $157K
|
3.49K
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
804+ 3.63% |
$129K - $138K
|
23K
$955K
|