Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
328KNew |
$13.2M - $14.1M
|
328K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
321K+ 5.36% |
$12.9M - $13.8M
|
6.3M
$265M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
54.6KNew |
$2.19M - $2.34M
|
54.6K
$2.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
46KNew |
$1.85M - $1.97M
|
46K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
24.6K+ 14.32% |
$987K - $1.05M
|
196K
$8.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.1K+ 21.34% |
$847K - $905K
|
120K
$5.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
20.5K+ 9.57% |
$823K - $879K
|
235K
$9.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.3KNew |
$532K - $569K
|
13.3K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
11.9K+ 2.36% |
$476K - $508K
|
515K
$21.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
11.6KNew |
$467K - $499K
|
11.6K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10.8K+ 4.02% |
$433K - $463K
|
279K
$11.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
7.51K+ 7.04% |
$301K - $322K
|
114K
$4.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
7.28KNew |
$292K - $312K
|
7.28K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
6.73K+ 75.77% |
$270K - $289K
|
15.6K
$656K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.11K+ 1.35% |
$245K - $262K
|
458K
$19.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
6.01KNew |
$241K - $258K
|
6.01K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6KNew |
$241K - $257K
|
6K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
5.82K+ 1.14% |
$234K - $250K
|
518K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
5.53KNew |
$222K - $237K
|
5.53K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
5.21KNew |
$209K - $223K
|
5.21K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.04KNew |
$202K - $216K
|
5.04K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
5K+ 1.54% |
$201K - $215K
|
329K
$13.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.95K+ 4.99% |
$159K - $170K
|
83.1K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.83K+ 5.93% |
$114K - $121K
|
50.6K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.75KNew |
$110K - $118K
|
2.75K
$116K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
2.63K+ 51.03% |
$106K - $113K
|
7.78K
$327K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
2.24KNew |
$89.9K - $96.1K
|
2.24K
$94.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
1.9K+ 2.98% |
$76.4K - $81.6K
|
65.6K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
1.32K+ 0.83% |
$52.8K - $56.5K
|
159K
$6.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
793+ 14.53% |
$31.8K - $34K
|
6.25K
$263K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
772+ 7.22% |
$31K - $33.1K
|
11.5K
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
609+ 2.87% |
$24.5K - $26.1K
|
21.9K
$919K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
467+ 2.27% |
$18.8K - $20K
|
21K
$883K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
426+ 5.58% |
$17.1K - $18.3K
|
8.06K
$339K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$11.5K - $12.3K
|
286
$12K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
258+ 3.19% |
$10.4K - $11.1K
|
8.35K
$351K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
150+ 0.6% |
$6.02K - $6.44K
|
25.1K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
130+ 0.45% |
$5.22K - $5.58K
|
29.1K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
121+ 2.75% |
$4.86K - $5.19K
|
4.53K
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
101+ 1.59% |
$4.06K - $4.33K
|
6.47K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
44+ 0.49% |
$1.77K - $1.89K
|
9.07K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 0.45% |
$1.73K - $1.84K
|
9.68K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
38+ 0.31% |
$1.53K - $1.63K
|
12.5K
$524K
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$1.53K - $1.63K
|
38
$1.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 0.5% |
$1.49K - $1.59K
|
7.51K
$316K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
33+ 0.49% |
$1.32K - $1.42K
|
6.73K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$1.24K - $1.33K
|
14.4K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$883 - $944
|
5.95K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.42% |
$763 - $815
|
4.57K
$192K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.47% |
$683 - $729
|
3.67K
$154K
|