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
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
772+ 7.22% |
$31K - $33.1K
|
11.5K
$483K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
670+ 0.32% |
$26.9K - $28.7K
|
212K
$8.92M
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
609+ 2.87% |
$24.5K - $26.1K
|
21.9K
$922K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
495+ 3.27% |
$19.9K - $21.2K
|
15.6K
$658K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
467+ 2.27% |
$18.8K - $20K
|
21K
$885K
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
426+ 5.58% |
$17.1K - $18.3K
|
8.06K
$340K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
374New |
$15K - $16K
|
374
$15.8K
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
370New |
$14.9K - $15.9K
|
370
$15.6K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
286New |
$11.5K - $12.3K
|
286
$12.1K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
258+ 3.19% |
$10.4K - $11.1K
|
8.35K
$352K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
175+ 0.58% |
$7.03K - $7.51K
|
30.1K
$1.27M
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
150+ 0.6% |
$6.02K - $6.44K
|
25.1K
$1.06M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
130+ 0.45% |
$5.22K - $5.58K
|
29.1K
$1.23M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
121+ 2.75% |
$4.86K - $5.19K
|
4.53K
$191K
|
|
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
$382K
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 0.45% |
$1.73K - $1.84K
|
9.68K
$408K
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$1.53K - $1.63K
|
38
$1.6K
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
38+ 0.31% |
$1.53K - $1.63K
|
12.5K
$526K
|
|
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
$284K
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$1.24K - $1.33K
|
14.4K
$606K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$883 - $944
|
5.95K
$251K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 0.02% |
$883 - $944
|
140K
$5.92M
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.42% |
$763 - $815
|
4.57K
$193K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.47% |
$683 - $729
|
3.67K
$155K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17+ 0.5% |
$683 - $729
|
3.39K
$143K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 0.29% |
$602 - $644
|
5.19K
$219K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.49% |
$442 - $472
|
2.28K
$96K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.22% |
$402 - $429
|
4.56K
$192K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.13% |
$321 - $343
|
6.18K
$261K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.04% |
$281 - $300
|
15.7K
$661K
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$241 - $257
|
8.86K
$373K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$201 - $215
|
1.12K
$47K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.24% |
$40.2 - $42.9
|
420
$17.7K
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$80.3 - $85.8
|
14.9K
$629K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 4.92% |
$883 - $944
|
425
$17.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 6.25% |
$1.2K - $1.29K
|
450
$19K
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 1.47% |
$1.24K - $1.33K
|
2.08K
$87.8K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$2.01K - $2.15K
|
31.3K
$1.32M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-61- 0.58% |
$2.45K - $2.62K
|
10.4K
$440K
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-70- 0.36% |
$2.81K - $3K
|
19.6K
$825K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-71- 0.53% |
$2.85K - $3.05K
|
13.2K
$558K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-107- 0.14% |
$4.3K - $4.59K
|
78.8K
$3.32M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-164- 0.26% |
$6.58K - $7.04K
|
62.4K
$2.63M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-173- 1.45% |
$6.95K - $7.42K
|
11.7K
$495K
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-179- 0.88% |
$7.19K - $7.68K
|
20.1K
$847K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-179- 2.9% |
$7.19K - $7.68K
|
6K
$253K
|
|
Jan 30, 2025
Q4 2024
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-188- 3.62% |
$7.55K - $8.07K
|
5K
$211K
|