Purchases and Sales Made in Q1 2022 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
714+ 13.22% |
$116K - $125K
|
6.12K
$256K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
700New |
$113K - $123K
|
700
$29.3K
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
606+ 119.29% |
$98.2K - $106K
|
1.11K
$46.6K
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
606+ 3.93% |
$98.2K - $106K
|
16K
$669K
|
|
Apr 28, 2022
Q1 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
585New |
$94.8K - $103K
|
585
$24.5K
|
|
May 16, 2022
Q1 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
563+ 4.05% |
$91.2K - $98.8K
|
14.5K
$605K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
541+ 4.61% |
$87.6K - $94.9K
|
12.3K
$514K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
419New |
$67.9K - $73.5K
|
419
$17.5K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
402+ 25.09% |
$65.1K - $70.5K
|
2K
$83.8K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
388New |
$62.9K - $68.1K
|
388
$16.2K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
380+ 0.23% |
$61.6K - $66.7K
|
168K
$7.02M
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
373New |
$60.4K - $65.5K
|
373
$15.6K
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
367+ 4.22% |
$59.5K - $64.4K
|
9.06K
$379K
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
365+ 6.11% |
$59.1K - $64.1K
|
6.34K
$265K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
362+ 13.05% |
$58.6K - $63.5K
|
3.14K
$131K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
335+ 1.47% |
$54.3K - $58.8K
|
23.2K
$969K
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
302+ 21.92% |
$48.9K - $53K
|
1.68K
$70.2K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
295+ 0.2% |
$47.8K - $51.8K
|
151K
$6.3M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
291+ 9.26% |
$47.1K - $51.1K
|
3.43K
$144K
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
279+ 2.77% |
$45.2K - $49K
|
10.3K
$433K
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
259+ 7.36% |
$42K - $45.4K
|
3.78K
$158K
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
240+ 46.88% |
$38.9K - $42.1K
|
752
$31.4K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
230+ 1.02% |
$37.3K - $40.4K
|
22.7K
$949K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
209New |
$33.9K - $36.7K
|
209
$8.74K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
205+ 0.6% |
$33.2K - $36K
|
34.5K
$1.44M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
202New |
$32.7K - $35.4K
|
202
$8.45K
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
192+ 2.23% |
$31.1K - $33.7K
|
8.82K
$369K
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
186New |
$30.1K - $32.6K
|
186
$7.78K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
177+ 1.83% |
$28.7K - $31.1K
|
9.83K
$411K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
176+ 80.0% |
$28.5K - $30.9K
|
396
$16.6K
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
173+ 0.46% |
$28K - $30.4K
|
38.2K
$1.6M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
164+ 210.26% |
$26.6K - $28.8K
|
242
$10.1K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 300.0% |
$24.3K - $26.3K
|
200
$8.36K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
149New |
$24.1K - $26.1K
|
149
$6.23K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
118New |
$19.1K - $20.7K
|
118
$4.93K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
112New |
$18.1K - $19.7K
|
112
$4.68K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
107+ 6.11% |
$17.3K - $18.8K
|
1.86K
$77.6K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
107+ 4.98% |
$17.3K - $18.8K
|
2.25K
$94.2K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
106+ 5.35% |
$17.2K - $18.6K
|
2.09K
$87.3K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
93+ 2.55% |
$15.1K - $16.3K
|
3.74K
$156K
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
90New |
$14.6K - $15.8K
|
90
$3.76K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
74+ 1.48% |
$12K - $13K
|
5.07K
$212K
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
72+ 1.23% |
$11.7K - $12.6K
|
5.91K
$247K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60New |
$9.72K - $10.5K
|
60
$2.51K
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
41+ 0.2% |
$6.64K - $7.19K
|
20K
$838K
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
38New |
$6.16K - $6.67K
|
38
$1.59K
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
35+ 1.45% |
$5.67K - $6.14K
|
2.44K
$102K
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
34+ 7.69% |
$5.51K - $5.97K
|
476
$19.9K
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 0.43% |
$4.21K - $4.56K
|
6.08K
$254K
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
25+ 0.46% |
$4.05K - $4.39K
|
5.51K
$230K
|