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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
785+ 3.62% |
$126K - $135K
|
22.5K
$910K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
757+ 8.55% |
$121K - $130K
|
9.61K
$389K
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
620+ 16.1% |
$99.1K - $107K
|
4.47K
$181K
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
607+ 1.47% |
$97.1K - $104K
|
42K
$1.7M
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
527+ 13.41% |
$84.3K - $90.6K
|
4.46K
$180K
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
460New |
$73.6K - $79.1K
|
460
$18.6K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
457+ 79.76% |
$73.1K - $78.6K
|
1.03K
$41.7K
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
443+ 20.41% |
$70.8K - $76.2K
|
2.61K
$106K
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
440+ 5.8% |
$70.4K - $75.7K
|
8.02K
$325K
|
|
Jan 18, 2022
Q4 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
429+ 3.18% |
$68.6K - $73.8K
|
13.9K
$564K
|
|
Feb 16, 2022
Q4 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
395+ 1.84% |
$63.2K - $67.9K
|
21.8K
$884K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
385New |
$61.6K - $66.2K
|
385
$15.6K
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
363New |
$58K - $62.4K
|
363
$14.7K
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
350+ 14.96% |
$56K - $60.2K
|
2.69K
$109K
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
311+ 8.75% |
$49.7K - $53.5K
|
3.87K
$157K
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
289+ 12.63% |
$46.2K - $49.7K
|
2.58K
$104K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
284+ 55.91% |
$45.4K - $48.8K
|
792
$32.1K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
275New |
$44K - $47.3K
|
275
$11.1K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
272New |
$43.5K - $46.8K
|
272
$11K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
264New |
$42.2K - $45.4K
|
264
$10.7K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
255+ 13.95% |
$40.8K - $43.8K
|
2.08K
$84.4K
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
247+ 2.63% |
$39.5K - $42.5K
|
9.65K
$391K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
235+ 17.04% |
$37.6K - $40.4K
|
1.61K
$65.4K
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
209New |
$33.4K - $35.9K
|
209
$8.46K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
193+ 12.4% |
$30.9K - $33.2K
|
1.75K
$70.9K
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
183New |
$29.3K - $31.5K
|
183
$7.41K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
168New |
$26.9K - $28.9K
|
168
$6.8K
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
168+ 1.39% |
$26.9K - $28.9K
|
12.2K
$495K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
160+ 0.31% |
$25.6K - $27.5K
|
51.3K
$2.08M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
150New |
$24K - $25.8K
|
150
$6.08K
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
149+ 4.06% |
$23.8K - $25.6K
|
3.82K
$155K
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
BUY
|
- |
129+ 2.2% |
$20.6K - $22.2K
|
5.99K
$243K
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
119+ 1.96% |
$19K - $20.5K
|
6.2K
$251K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
117+ 8.32% |
$18.7K - $20.1K
|
1.52K
$61.7K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
117+ 2.23% |
$18.7K - $20.1K
|
5.36K
$217K
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
111New |
$17.7K - $19.1K
|
111
$4.5K
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
105+ 13.36% |
$16.8K - $18.1K
|
891
$36.1K
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
80+ 0.94% |
$12.8K - $13.8K
|
8.58K
$348K
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
79+ 5.52% |
$12.6K - $13.6K
|
1.51K
$61.2K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
73+ 0.57% |
$11.7K - $12.6K
|
12.9K
$524K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
69New |
$11K - $11.9K
|
69
$2.79K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
68+ 44.74% |
$10.9K - $11.7K
|
220
$8.91K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
62+ 4.34% |
$9.91K - $10.7K
|
1.49K
$60.4K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56+ 2.06% |
$8.95K - $9.63K
|
2.78K
$112K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
51+ 0.44% |
$8.15K - $8.77K
|
11.7K
$472K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
50New |
$8K - $8.6K
|
50
$2.03K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
50+ 0.88% |
$8K - $8.6K
|
5.71K
$231K
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
45+ 0.23% |
$7.2K - $7.74K
|
20K
$810K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
35+ 0.75% |
$5.6K - $6.02K
|
4.72K
$191K
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
30+ 0.08% |
$4.8K - $5.16K
|
37.8K
$1.53M
|