Purchases and Sales Made in Q1 2022 in Invesco Ftse Rafi Us 1500 Smal (PRFZ)
This table provides information about the institutional ownership of Invesco Ftse Rafi Us 1500 Smal (PRFZ) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO FTSE RAFI US 1500 SMAL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
311+ 25.12% |
$53.5K - $60.6K
|
1.55K
$66.3K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
281+ 1.53% |
$48.3K - $54.7K
|
18.6K
$798K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
248New |
$42.7K - $48.3K
|
248
$10.6K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
230+ 10.69% |
$39.6K - $44.8K
|
2.38K
$102K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
169New |
$29.1K - $32.9K
|
169
$7.23K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
115New |
$19.8K - $22.4K
|
115
$4.92K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
108New |
$18.6K - $21K
|
108
$4.62K
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
76+ 5.17% |
$13.1K - $14.8K
|
1.55K
$66.1K
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
74+ 0.36% |
$12.7K - $14.4K
|
20.6K
$883K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
46New |
$7.91K - $8.96K
|
46
$1.97K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
44+ 2.03% |
$7.57K - $8.57K
|
2.21K
$94.5K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
32New |
$5.5K - $6.23K
|
32
$1.37K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30+ 1.02% |
$5.16K - $5.84K
|
2.96K
$127K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
26+ 11.56% |
$4.47K - $5.06K
|
251
$10.7K
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
8+ 0.43% |
$1.38K - $1.56K
|
1.86K
$79.5K
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.08% |
$1.2K - $1.36K
|
8.99K
$385K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
5+ 0.26% |
$860 - $974
|
1.91K
$81.5K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
5+ 0.12% |
$860 - $974
|
4.11K
$176K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
5+ 0.12% |
$860 - $974
|
4.14K
$177K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.11% |
$516 - $584
|
2.63K
$112K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.27% |
$516 - $584
|
1.11K
$47.5K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.61% |
$172 - $195
|
166
$7.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
1+ 0.09% |
$172 - $195
|
1.15K
$49.2K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.03% |
$172 - $195
|
3.61K
$154K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.04% |
$172 - $195
|
2.33K
$99.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.08% |
$172 - $195
|
1.27K
$54.5K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-2Closed |
$344 - $389
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-5- 6.76% |
$860 - $974
|
69
$2.95K
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-7- 0.1% |
$1.2K - $1.36K
|
6.88K
$295K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-8- 24.24% |
$1.38K - $1.56K
|
25
$1.07K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8- 0.15% |
$1.38K - $1.56K
|
5.19K
$222K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12- 0.64% |
$2.06K - $2.34K
|
1.88K
$80.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-12- 0.25% |
$2.06K - $2.34K
|
4.73K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13- 6.57% |
$2.24K - $2.53K
|
185
$7.92K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-16- 0.82% |
$2.75K - $3.12K
|
1.94K
$83.2K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-26Closed |
$4.47K - $5.06K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-27- 1.83% |
$4.64K - $5.26K
|
1.45K
$62.1K
|
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 26.32% |
$5.16K - $5.84K
|
84
$3.6K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-40Closed |
$6.88K - $7.79K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42- 1.43% |
$7.22K - $8.18K
|
2.89K
$124K
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-49- 1.21% |
$8.43K - $9.54K
|
3.98K
$171K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-50Closed |
$8.6K - $9.74K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-52- 0.31% |
$8.95K - $10.1K
|
16.8K
$720K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-56- 5.53% |
$9.63K - $10.9K
|
957
$41K
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-68- 6.65% |
$11.7K - $13.2K
|
954
$40.8K
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-70- 4.28% |
$12K - $13.6K
|
1.57K
$67K
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-72- 2.3% |
$12.4K - $14K
|
3.07K
$131K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-73- 0.45% |
$12.6K - $14.2K
|
16K
$684K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-96Closed |
$16.5K - $18.7K
|
0
$0
|