Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (PRF)
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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-6.18K- 7.92% |
$188K - $218K
|
71.8K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.44K- 14.91% |
$196K - $228K
|
36.8K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-7.25K- 7.47% |
$220K - $256K
|
89.8K
$3.78M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.41K- 5.38% |
$225K - $262K
|
130K
$5.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.02K- 1.64% |
$243K - $283K
|
480K
$20.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-8.14K- 96.05% |
$247K - $287K
|
335
$14.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.3K- 13.72% |
$252K - $293K
|
52.2K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-8.43K- 21.06% |
$256K - $298K
|
31.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.72K- 3.27% |
$265K - $308K
|
258K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.89K- 6.14% |
$270K - $314K
|
136K
$5.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.62K- 1.1% |
$292K - $340K
|
868K
$36.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-10K- 80.0% |
$304K - $353K
|
2.5K
$105K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-10.3K- 17.55% |
$313K - $364K
|
48.4K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-11.5K- 95.26% |
$348K - $405K
|
570
$24K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-12.9K- 9.52% |
$392K - $456K
|
123K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.9K- 2.62% |
$422K - $491K
|
518K
$21.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.7K- 25.24% |
$477K - $554K
|
46.5K
$1.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-16.9K- 2.71% |
$513K - $596K
|
606K
$25.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-18K- 13.39% |
$548K - $637K
|
117K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 1.28% |
$862K - $1M
|
2.18M
$92.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.9K- 17.35% |
$907K - $1.05M
|
142K
$6M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-35.8K- 5.48% |
$1.09M - $1.26M
|
617K
$26M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-36.6K- 60.46% |
$1.11M - $1.29M
|
23.9K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-43.3K- 3.04% |
$1.32M - $1.53M
|
1.38M
$58.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-45.3K- 46.33% |
$1.38M - $1.6M
|
52.5K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48K- 65.16% |
$1.46M - $1.69M
|
25.7K
$1.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-48.4K- 96.16% |
$1.47M - $1.71M
|
1.94K
$81.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-52K- 1.13% |
$1.58M - $1.84M
|
4.55M
$192M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69.8K- 2.56% |
$2.12M - $2.46M
|
2.65M
$112M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-70.5K- 3.13% |
$2.14M - $2.49M
|
2.18M
$92.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-71.5K- 3.31% |
$2.17M - $2.52M
|
2.09M
$88.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-79K- 5.66% |
$2.4M - $2.79M
|
1.32M
$55.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-91.1K- 1.64% |
$2.77M - $3.22M
|
5.46M
$230M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-180K- 78.79% |
$5.47M - $6.36M
|
48.5K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-218K- 14.3% |
$6.62M - $7.7M
|
1.31M
$55.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-253K- 4.9% |
$7.69M - $8.94M
|
4.92M
$207M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.53M- 27.29% |
$46.6M - $54.2M
|
4.09M
$172M
|