Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) 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 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14+ 0.06% |
$640 - $675
|
23.4K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11+ 0.12% |
$503 - $530
|
9.23K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8+ 0.74% |
$366 - $386
|
1.09K
$51.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.42% |
$229 - $241
|
1.2K
$57K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$183 - $193
|
1.03K
$49K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.3% |
$91.4 - $96.4
|
674
$32K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2+ 0.4% |
$91.4 - $96.4
|
498
$23.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$45.7 - $48.2
|
369
$17.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-76- 0.9% |
$3.47K - $3.66K
|
8.35K
$396K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-102- 0.5% |
$4.66K - $4.92K
|
20.2K
$956K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-116- 21.01% |
$5.3K - $5.59K
|
436
$20.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-180- 0.44% |
$8.23K - $8.68K
|
40.3K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-200- 1.49% |
$9.14K - $9.64K
|
13.2K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-264- 1.43% |
$12.1K - $12.7K
|
18.2K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-399- 3.32% |
$18.2K - $19.2K
|
11.6K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-498- 1.0% |
$22.8K - $24K
|
49.5K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-515- 2.58% |
$23.5K - $24.8K
|
19.4K
$922K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-563- 0.52% |
$25.7K - $27.1K
|
107K
$5.08M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-597- 1.59% |
$27.3K - $28.8K
|
37.1K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-605- 4.93% |
$27.7K - $29.2K
|
11.7K
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-617- 10.4% |
$28.2K - $29.7K
|
5.32K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-800- 0.71% |
$36.6K - $38.6K
|
111K
$5.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-898- 1.51% |
$41.1K - $43.3K
|
58.5K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.04K- 3.24% |
$47.6K - $50.2K
|
31.1K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.09K- 2.96% |
$49.8K - $52.5K
|
35.7K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.1K- 2.12% |
$50.1K - $52.8K
|
50.4K
$2.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.11K- 36.23% |
$50.7K - $53.4K
|
1.95K
$92.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.17K- 2.34% |
$53.3K - $56.2K
|
48.7K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.17K- 9.55% |
$53.4K - $56.3K
|
11.1K
$525K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.26K- 15.8% |
$57.5K - $60.6K
|
6.71K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 13.73% |
$66K - $69.6K
|
9.07K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.53K- 0.56% |
$69.9K - $73.6K
|
270K
$12.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.65K- 99.94% |
$75.4K - $79.5K
|
1
$47.4
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.67K- 39.03% |
$76.1K - $80.3K
|
2.6K
$123K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.66K- 8.31% |
$122K - $128K
|
29.4K
$1.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.48K- 2.7% |
$159K - $168K
|
125K
$5.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.45K- 3.8% |
$203K - $214K
|
113K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.87K- 37.99% |
$223K - $235K
|
7.95K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.32K- 9.49% |
$243K - $256K
|
50.8K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.76K- 48.4% |
$263K - $278K
|
6.14K
$291K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.76K- 6.85% |
$401K - $422K
|
119K
$5.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.8K- 69.68% |
$633K - $667K
|
6.03K
$286K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-21.3K- 2.59% |
$972K - $1.03M
|
799K
$37.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-40.6K- 32.0% |
$1.86M - $1.96M
|
86.3K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-440K- 21.6% |
$20.1M - $21.2M
|
1.6M
$75.7M
|