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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-199- 32.36% |
$7.99K - $8.54K
|
416
$17.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-216- 9.54% |
$8.67K - $9.27K
|
2.05K
$86.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-222- 1.07% |
$8.91K - $9.52K
|
20.6K
$867K
|
|
|
Jan 29, 2025
Q4 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-250- 2.29% |
$10K - $10.7K
|
10.7K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-269- 3.64% |
$10.8K - $11.5K
|
7.11K
$300K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-290- 0.73% |
$11.6K - $12.4K
|
39.5K
$1.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-300- 9.78% |
$12K - $12.9K
|
2.77K
$117K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-315- 0.86% |
$12.6K - $13.5K
|
36.2K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-332- 2.39% |
$13.3K - $14.2K
|
13.6K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-357- 0.08% |
$14.3K - $15.3K
|
443K
$18.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Davidson Trust CO
|
SELL
|
- |
-365- 4.79% |
$14.7K - $15.7K
|
7.25K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-370- 1.9% |
$14.9K - $15.9K
|
19.1K
$804K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-470- 1.44% |
$18.9K - $20.2K
|
32.1K
$1.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-489- 1.57% |
$19.6K - $21K
|
30.7K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-493- 1.17% |
$19.8K - $21.1K
|
41.5K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-507- 0.73% |
$20.4K - $21.8K
|
68.9K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-550- 2.92% |
$22.1K - $23.6K
|
18.3K
$770K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-598- 0.29% |
$24K - $25.7K
|
206K
$8.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-640- 47.76% |
$25.7K - $27.5K
|
700
$29.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-684- 1.71% |
$27.5K - $29.3K
|
39.4K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-703- 0.75% |
$28.2K - $30.2K
|
92.7K
$3.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-727- 1.42% |
$29.2K - $31.2K
|
50.5K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-729- 0.25% |
$29.3K - $31.3K
|
296K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-729- 1.93% |
$29.3K - $31.3K
|
37.1K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-732- 59.51% |
$29.4K - $31.4K
|
498
$21K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-770- 8.56% |
$30.9K - $33K
|
8.23K
$347K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-919- 15.03% |
$36.9K - $39.4K
|
5.19K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.04K- 3.69% |
$41.6K - $44.4K
|
27.1K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-1.05K- 5.2% |
$42K - $44.9K
|
19.1K
$805K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.07K- 4.51% |
$42.8K - $45.7K
|
22.6K
$951K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 5.46% |
$43.4K - $46.3K
|
18.7K
$789K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.44K- 1.18% |
$57.7K - $61.6K
|
120K
$5.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.44K- 7.41% |
$57.8K - $61.7K
|
18K
$758K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-1.49K- 2.51% |
$59.8K - $63.9K
|
58K
$2.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.85K- 5.05% |
$74.4K - $79.5K
|
34.8K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.96K- 18.52% |
$78.6K - $84K
|
8.62K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-2.2K- 13.1% |
$88.4K - $94.4K
|
14.6K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2.47K- 1.31% |
$99.1K - $106K
|
186K
$7.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.48K- 4.76% |
$99.5K - $106K
|
49.6K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 6.18% |
$105K - $112K
|
39.6K
$1.67M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.65K- 0.1% |
$106K - $114K
|
2.58M
$109M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.8K- 4.37% |
$112K - $120K
|
61.2K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.82K- 6.39% |
$113K - $121K
|
41.2K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-2.85K- 56.15% |
$114K - $122K
|
2.22K
$93.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 1.55% |
$117K - $125K
|
184K
$7.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-3K- 6.93% |
$121K - $129K
|
40.3K
$1.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.26K- 3.42% |
$131K - $140K
|
92K
$3.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.59K- 28.83% |
$144K - $154K
|
8.85K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.73K- 4.04% |
$150K - $160K
|
88.6K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-3.92K- 2.78% |
$158K - $168K
|
137K
$5.78M
|