Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (PRF)

PRF Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 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
May 30, 2024 Q1 2024
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
9K
New
$312K - $346K
9K $376K
May 15, 2024 Q1 2024
Steward Partners Investment Advisory, LLC

BUY
 -
8.93K
+ 2.73%
$309K - $344K
337K $14.1M
May 15, 2024 Q1 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
8.73K
+ 31.74%
$302K - $336K
36.2K $1.52M
May 14, 2024 Q1 2024
Kovitz Investment Group Partners, LLC

BUY
 -
8.49K
+ 29.27%
$294K - $326K
37.5K $1.57M
Apr 29, 2024 Q1 2024
Garrett Wealth Advisory Group, LLC

BUY
 -
6.86K
+ 1.25%
$237K - $264K
557K $23.3M
Apr 23, 2024 Q1 2024
Regions Financial Corp

BUY
 -
6.26K
+ 44.14%
$217K - $241K
20.4K $854K
May 14, 2024 Q1 2024
Prudential Financial Inc

Newark, NJ
BUY
 -
6.13K
New
$212K - $236K
6.13K $256K
May 13, 2024 Q1 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
6.12K
+ 6797.78%
$212K - $235K
6.21K $260K
Apr 15, 2024 Q1 2024
Capital Investment Advisors, LLC

BUY
 -
6.04K
New
$209K - $232K
6.04K $252K
May 08, 2024 Q1 2024
Koshinski Asset Management, Inc.

BUY
 -
5.88K
New
$204K - $226K
5.88K $246K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
5.6K
New
$194K - $215K
5.6K $234K
May 13, 2024 Q1 2024
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
5.56K
New
$192K - $214K
5.56K $233K
May 03, 2024 Q1 2024
First Long Island Investors, LLC

BUY
 -
5.5K
New
$190K - $212K
5.5K $230K
May 03, 2024 Q1 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
5.47K
New
$189K - $210K
5.47K $229K
Apr 25, 2024 Q1 2024
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
5.45K
New
$189K - $209K
5.45K $228K
May 13, 2024 Q1 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
5.27K
New
$182K - $203K
5.27K $220K
Apr 11, 2024 Q1 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
5.26K
New
$182K - $202K
5.26K $220K
May 07, 2024 Q1 2024
M&T Bank Corp

BUY
 -
5.25K
New
$182K - $202K
5.25K $219K
Apr 26, 2024 Q1 2024
Prairiewood Capital, LLC

BUY
 -
5.24K
New
$181K - $202K
5.24K $219K
Apr 15, 2024 Q1 2024
Brookstone Capital Management

BUY
 -
5.24K
New
$181K - $201K
5.24K $219K
Apr 26, 2024 Q1 2024
Pinnacle Associates LTD

BUY
 -
5.23K
New
$181K - $201K
5.23K $219K
May 10, 2024 Q1 2024
Principal Securities, Inc.

Des Moines, IA
BUY
 -
5.19K
New
$180K - $200K
5.19K $217K
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
5K
+ 200.0%
$173K - $192K
7.5K $314K
Apr 10, 2024 Q1 2024
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
4.92K
+ 5.69%
$170K - $189K
91.5K $3.82M
Apr 19, 2024 Q1 2024
Wealthfront Advisers LLC

BUY
 -
4.76K
+ 10.04%
$165K - $183K
52.2K $2.18M
Apr 25, 2024 Q1 2024
Armor Investment Advisors, LLC

BUY
 -
4.75K
New
$164K - $183K
4.75K $199K
May 07, 2024 Q1 2024
Us Bancorp \De\

BUY
 -
4.47K
+ 8.56%
$155K - $172K
56.6K $2.37M
Jul 31, 2024 Q1 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
4.42K
+ 0.77%
$153K - $170K
582K $24.3M
May 09, 2024 Q1 2024
Brighton Jones LLC

BUY
 -
4.4K
+ 24.36%
$152K - $169K
22.5K $940K
May 14, 2024 Q1 2024
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
4.21K
+ 9.01%
$146K - $162K
51K $2.13M
Apr 30, 2024 Q1 2024
Flynn Zito Capital Management, LLC

BUY
 -
3.91K
+ 0.65%
$135K - $151K
610K $25.5M
May 03, 2024 Q1 2024
Savant Capital, LLC

BUY
 -
3.84K
+ 20.33%
$133K - $148K
22.7K $950K
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
3.8K
+ 0.17%
$132K - $146K
2.19M $91.5M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
3.8K
+ 0.17%
$132K - $146K
2.19M $91.5M
May 14, 2024 Q1 2024
Rollins Financial Advisors, LLC

Atlanta, GA
BUY
 -
3.47K
+ 4.83%
$120K - $133K
75.3K $3.15M
May 10, 2024 Q1 2024
Clear Harbor Asset Management, LLC

BUY
 -
3.29K
+ 1.11%
$114K - $127K
301K $12.6M
May 07, 2024 Q1 2024
Montz Harcus Wealth Management LLC

BUY
 -
3.27K
+ 1.34%
$113K - $126K
248K $10.4M
Apr 22, 2024 Q1 2024
Oakworth Capital, Inc.

BUY
 -
3.21K
New
$111K - $124K
3.21K $134K
Apr 30, 2024 Q1 2024
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
3K
New
$104K - $115K
3K $125K
May 15, 2024 Q1 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
3K
+ 1.88%
$104K - $115K
162K $6.79M
Apr 08, 2024 Q1 2024
Marion Wealth Management

BUY
 -
2.93K
+ 1.89%
$102K - $113K
158K $6.6M
May 10, 2024 Q1 2024
Jacobi Capital Management LLC

BUY
 -
2.7K
+ 7.01%
$93.4K - $104K
41.2K $1.72M
May 14, 2024 Q1 2024
True Wealth Design, LLC

Akron, OH
BUY
 -
2.63K
New
$91.2K - $101K
2.63K $110K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
2.46K
New
$85.2K - $94.6K
2.46K $103K
Apr 30, 2024 Q1 2024
Sequoia Financial Advisors, LLC

BUY
 -
2.41K
+ 9.3%
$83.5K - $92.8K
28.4K $1.19M
Apr 19, 2024 Q1 2024
Omni 360 Wealth, Inc.

Plainsboro, NJ
BUY
 -
2.39K
+ 7.04%
$82.8K - $92K
36.4K $1.52M
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
2.29K
+ 0.22%
$79.1K - $87.9K
1.02M $42.6M
May 03, 2024 Q1 2024
Huntington National Bank

Columbus, OH
BUY
 -
2.25K
+ 29.63%
$77.7K - $86.4K
9.82K $411K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
2.24K
New
$77.5K - $86.2K
2.24K $93.7K

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