Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
515KNew |
$79M - $84.3M
|
515K
$21.6M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
383K+ 383.58% |
$58.7M - $62.6M
|
483K
$20.2M
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
358K+ 16265.0% |
$54.9M - $58.6M
|
360K
$15.1M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
109K+ 12.99% |
$16.7M - $17.9M
|
950K
$39.8M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
88.5KNew |
$13.6M - $14.5M
|
88.5K
$3.71M
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
86K+ 7.74% |
$13.2M - $14.1M
|
1.2M
$50.1M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
64.8KNew |
$9.93M - $10.6M
|
64.8K
$2.71M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34.9K+ 3.21% |
$5.35M - $5.72M
|
1.12M
$47.1M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.8K+ 13.37% |
$4.73M - $5.05M
|
262K
$10.9M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 13.89% |
$4.23M - $4.52M
|
226K
$9.48M
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
BUY
|
- |
20.3K+ 381.81% |
$3.11M - $3.31M
|
25.6K
$1.07M
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
14.8KNew |
$2.27M - $2.42M
|
14.8K
$620K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
14.3KNew |
$2.19M - $2.33M
|
14.3K
$597K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 4.96% |
$1.83M - $1.95M
|
252K
$10.6M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
11.5K+ 3.67% |
$1.77M - $1.89M
|
326K
$13.6M
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
10.5K+ 15.02% |
$1.61M - $1.72M
|
80.3K
$3.36M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.25K+ 3.87% |
$1.42M - $1.51M
|
248K
$10.4M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.05K+ 11.61% |
$1.23M - $1.32M
|
77.4K
$3.24M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
7.94KNew |
$1.22M - $1.3M
|
7.94K
$332K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.4K+ 3.34% |
$1.13M - $1.21M
|
229K
$9.59M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.31K+ 0.38% |
$1.12M - $1.2M
|
1.91M
$80.1M
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
7.1K+ 6.21% |
$1.09M - $1.16M
|
122K
$5.09M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.61K+ 440.67% |
$1.01M - $1.08M
|
8.11K
$339K
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.3K+ 7.36% |
$966K - $1.03M
|
91.9K
$3.84M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6K+ 3.4% |
$920K - $982K
|
182K
$7.63M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
5.99K+ 12.02% |
$918K - $980K
|
55.8K
$2.34M
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.07K+ 8.75% |
$777K - $830K
|
63K
$2.64M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.85K+ 123.01% |
$743K - $793K
|
8.79K
$368K
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.73K+ 17.11% |
$725K - $774K
|
32.4K
$1.36M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.2K+ 48.8% |
$644K - $688K
|
12.8K
$536K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.2KNew |
$644K - $687K
|
4.2K
$176K
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.79KNew |
$580K - $620K
|
3.79K
$158K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.76K+ 9.41% |
$577K - $615K
|
43.7K
$1.83M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.09K+ 0.84% |
$474K - $506K
|
372K
$15.6M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.04K+ 36.32% |
$467K - $498K
|
11.4K
$478K
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.03K+ 3.0% |
$465K - $496K
|
104K
$4.36M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.6K+ 35.72% |
$398K - $425K
|
9.87K
$413K
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.42K+ 1.69% |
$371K - $396K
|
146K
$6.09M
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
2.34K+ 60.85% |
$358K - $382K
|
6.17K
$258K
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.28KNew |
$350K - $373K
|
2.28K
$95.5K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.26KNew |
$347K - $370K
|
2.26K
$94.7K
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
2.18KNew |
$334K - $357K
|
2.18K
$91.2K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.73K+ 4.28% |
$264K - $282K
|
42.1K
$1.76M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
1.72KNew |
$263K - $281K
|
1.72K
$71.8K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.7K+ 56.92% |
$260K - $278K
|
4.68K
$196K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 4.54% |
$257K - $274K
|
38.6K
$1.62M
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.61K+ 3.5% |
$247K - $264K
|
47.6K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.6K+ 7.44% |
$246K - $262K
|
23.1K
$968K
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
1.59K+ 5.54% |
$244K - $260K
|
30.3K
$1.27M
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.56K+ 1.44% |
$239K - $255K
|
109K
$4.58M
|