Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PRF)

PRF Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 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
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

BUY
 -
2.12K
+ 85.98%
$64.2K - $74.7K
4.58K $193K
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.96K
+ 12.83%
$59.5K - $69.2K
17.2K $727K
Sep 06, 2024 Q4 2023
Ted Buchan & CO

San Diego, CA
BUY
 -
1.84K
+ 0.5%
$55.9K - $65K
369K $15.6M
Jan 22, 2024 Q4 2023
Welch Group, LLC

BUY
 -
1.64K
+ 16.8%
$49.8K - $57.9K
11.4K $481K
Feb 08, 2024 Q4 2023
Three Bridge Wealth Advisors, LLC

Portola Valley, CA
BUY
 -
1.55K
+ 2.56%
$47.2K - $54.9K
62.2K $2.62M
Jan 24, 2024 Q4 2023
Arlington Trust CO LLC

Birmingham, AL
BUY
 -
1.55K
New
$47.1K - $54.7K
1.55K $65.3K
Feb 09, 2024 Q4 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.47K
+ 145.84%
$44.7K - $52K
2.48K $105K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.46K
+ 5.16%
$44.3K - $51.5K
29.7K $1.25M
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
1.42K
New
$43.2K - $50.2K
1.42K $59.9K
Feb 06, 2024 Q4 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.41K
+ 5.7%
$42.7K - $49.6K
26.1K $1.1M
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
1.27K
+ 8.14%
$38.6K - $44.9K
16.9K $712K
Feb 01, 2024 Q4 2023
Cetera Trust Company, N.A

St. Paul, MN
BUY
 -
1.25K
New
$38K - $44.1K
1.25K $52.7K
Feb 09, 2024 Q4 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.23K
+ 285.35%
$37.3K - $43.3K
1.66K $69.8K
Feb 07, 2024 Q4 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.21K
New
$36.6K - $42.5K
1.21K $50.8K
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.19K
+ 29.59%
$36.2K - $42.1K
5.22K $220K
Feb 14, 2024 Q4 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
1.09K
+ 8.19%
$33.2K - $38.6K
14.5K $609K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
1.04K
+ 6.69%
$31.7K - $36.9K
16.6K $702K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
1.03K
+ 1.39%
$31.3K - $36.4K
75.5K $3.18M
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
1.01K
+ 199.21%
$30.6K - $35.5K
1.51K $63.7K
Feb 06, 2024 Q4 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
1.01K
+ 10.05%
$30.5K - $35.5K
11K $464K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
1K
New
$30.4K - $35.3K
1K $42.2K
Feb 15, 2024 Q4 2023
Clarity Asset Management, Inc.

Ames, IA
BUY
 -
770
New
$23.4K - $27.2K
770 $32.5K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
624
+ 400.0%
$19K - $22K
780 $32.9K
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
590
+ 20.85%
$17.9K - $20.8K
3.42K $144K
Feb 02, 2024 Q4 2023
Bradley & Co. Private Wealth Management, LLC

BUY
 -
525
New
$15.9K - $18.5K
525 $22.1K
Feb 07, 2024 Q4 2023
Gratus Capital LLC

BUY
 -
495
+ 2.88%
$15K - $17.5K
17.7K $744K
Feb 06, 2024 Q4 2023
Sheets Smith Wealth Management

BUY
 -
451
+ 0.71%
$13.7K - $15.9K
64K $2.7M
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
415
New
$12.6K - $14.7K
415 $17.5K
Mar 04, 2024 Q4 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
360
+ 100.0%
$10.9K - $12.7K
720 $30.3K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
358
New
$10.9K - $12.6K
358 $15.1K
Jan 26, 2024 Q4 2023
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
310
New
$9.41K - $10.9K
310 $13.1K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
300
+ 12.67%
$9.11K - $10.6K
2.67K $112K
Feb 09, 2024 Q4 2023
Ubs Group Ag

BUY
 -
297
+ 0.04%
$9.02K - $10.5K
801K $33.8M
Jan 17, 2024 Q4 2023
New Millennium Group LLC

Sandy, UT
BUY
 -
285
New
$8.66K - $10.1K
285 $12K
Feb 14, 2024 Q4 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
269
+ 1.18%
$8.17K - $9.5K
23K $971K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
264
New
$8.02K - $9.32K
264 $11.1K
Feb 06, 2024 Q4 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
256
+ 1.35%
$7.77K - $9.04K
19.3K $813K
Feb 02, 2024 Q4 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
254
+ 0.25%
$7.71K - $8.97K
102K $4.3M
Feb 14, 2024 Q4 2023
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
190
New
$5.77K - $6.71K
190 $8.01K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
189
+ 2.12%
$5.74K - $6.67K
9.09K $383K
Jan 23, 2024 Q4 2023
Financial Advisory Service, Inc.

BUY
 -
144
+ 2.47%
$4.37K - $5.08K
5.97K $252K
Feb 09, 2024 Q4 2023
Balentine LLC

Atlanta, GA
BUY
 -
141
+ 0.46%
$4.28K - $4.98K
30.7K $1.29M
Dec 12, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
116
New
$3.52K - $4.1K
116 $4.89K
Feb 09, 2024 Q4 2023
Heritage Wealth Advisors

BUY
 -
116
New
$3.52K - $4.1K
116 $4.89K
Feb 01, 2024 Q4 2023
Telemus Capital, LLC

BUY
 -
115
+ 1.36%
$3.49K - $4.06K
8.6K $362K
Jan 17, 2024 Q4 2023
Planned Solutions, Inc.

BUY
 -
110
New
$3.34K - $3.88K
110 $4.64K
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
110
New
$3.34K - $3.88K
110 $4.64K
Jan 26, 2024 Q4 2023
Harbor Investment Advisory, LLC

BUY
 -
74
+ 3.63%
$2.25K - $2.61K
2.11K $89.1K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
63
+ 0.35%
$1.91K - $2.22K
18.1K $762K

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