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 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
38New |
$1.53K - $1.63K
|
38
$1.55K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
38+ 0.31% |
$1.53K - $1.63K
|
12.5K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
37+ 0.5% |
$1.49K - $1.59K
|
7.51K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
33+ 0.49% |
$1.32K - $1.42K
|
6.73K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31+ 0.22% |
$1.24K - $1.33K
|
14.4K
$585K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
23+ 0.88% |
$923 - $987
|
2.63K
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
22+ 0.37% |
$883 - $944
|
5.95K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
22+ 0.02% |
$883 - $944
|
140K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
20+ 0.33% |
$803 - $858
|
6.05K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.42% |
$763 - $815
|
4.57K
$186K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
17+ 0.5% |
$683 - $729
|
3.39K
$138K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.47% |
$683 - $729
|
3.67K
$149K
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
16+ 0.17% |
$642 - $686
|
9.22K
$375K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 0.29% |
$602 - $644
|
5.19K
$211K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.49% |
$442 - $472
|
2.28K
$92.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.22% |
$402 - $429
|
4.56K
$186K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
10New |
$402 - $429
|
10
$407
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
8+ 0.02% |
$321 - $343
|
49.4K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
8+ 0.13% |
$321 - $343
|
6.18K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7+ 0.04% |
$281 - $300
|
15.7K
$638K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6+ 0.07% |
$241 - $257
|
8.86K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$201 - $215
|
1.12K
$45.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.43% |
$120 - $129
|
693
$28.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$80.3 - $85.8
|
12K
$488K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.04% |
$80.3 - $85.8
|
5.2K
$212K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.04% |
$80.3 - $85.8
|
4.55K
$185K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.24% |
$40.2 - $42.9
|
420
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.09% |
$40.2 - $42.9
|
1.1K
$44.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.31% |
$40.2 - $42.9
|
327
$13.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1- -0.0% |
$40.2 - $42.9
|
86.5K
$3.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2- 0.01% |
$80.3 - $85.8
|
14.9K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-22- 4.92% |
$883 - $944
|
425
$17.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-25- 0.24% |
$1K - $1.07K
|
10.2K
$416K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-30- 6.25% |
$1.2K - $1.29K
|
450
$18.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-31- 1.47% |
$1.24K - $1.33K
|
2.08K
$84.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-50- 0.16% |
$2.01K - $2.15K
|
31.3K
$1.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-61- 0.58% |
$2.45K - $2.62K
|
10.4K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-64- 0.34% |
$2.57K - $2.75K
|
18.5K
$754K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-70- 0.36% |
$2.81K - $3K
|
19.6K
$797K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-71- 0.53% |
$2.85K - $3.05K
|
13.2K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-75- 0.32% |
$3.01K - $3.22K
|
23.7K
$964K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-100Closed |
$4.02K - $4.29K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-107- 0.14% |
$4.3K - $4.59K
|
78.8K
$3.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-140- 2.05% |
$5.62K - $6.01K
|
6.68K
$272K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-164- 0.26% |
$6.58K - $7.04K
|
62.4K
$2.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-170- 25.76% |
$6.83K - $7.29K
|
490
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-173- 1.45% |
$6.95K - $7.42K
|
11.7K
$478K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-179- 2.9% |
$7.19K - $7.68K
|
6K
$244K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-179- 0.88% |
$7.19K - $7.68K
|
20.1K
$818K
|