Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
9.84K+ 401.51% |
$313K - $1.64M
|
12.3K
$514K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
9.83K+ 758.8% |
$312K - $1.64M
|
11.1K
$466K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
9.64K+ 400.0% |
$306K - $1.6M
|
12.1K
$505K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.28K+ 166.21% |
$295K - $1.54M
|
14.9K
$622K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
8.75K+ 399.91% |
$278K - $1.45M
|
10.9K
$458K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
8.72K+ 400.0% |
$277K - $1.45M
|
10.9K
$456K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.69K+ 400.05% |
$276K - $1.45M
|
10.9K
$455K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
8.62K+ 400.0% |
$274K - $1.43M
|
10.8K
$451K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
8.48K+ 400.0% |
$269K - $1.41M
|
10.6K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.41K+ 419.4% |
$267K - $1.4M
|
10.4K
$436K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.31K+ 403.25% |
$264K - $1.38M
|
10.4K
$434K
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.26KNew |
$262K - $1.37M
|
8.26K
$346K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
8.24K+ 315.26% |
$262K - $1.37M
|
10.9K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.21KNew |
$261K - $1.37M
|
8.21K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
8.13K+ 356.09% |
$258K - $1.35M
|
10.4K
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
8.13K+ 401.23% |
$258K - $1.35M
|
10.2K
$425K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
8K+ 400.0% |
$254K - $1.33M
|
10K
$419K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
8KNew |
$254K - $1.33M
|
8K
$335K
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7.91K+ 399.8% |
$251K - $1.32M
|
9.89K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.72K+ 377.96% |
$245K - $1.28M
|
9.76K
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
7.65K+ 139.19% |
$243K - $1.27M
|
13.1K
$550K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.65K+ 400.0% |
$243K - $1.27M
|
9.56K
$400K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
7.59K+ 400.0% |
$241K - $1.26M
|
9.49K
$397K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
7.59K+ 402.33% |
$241K - $1.26M
|
9.47K
$396K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7.44K+ 400.0% |
$236K - $1.24M
|
9.3K
$389K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
7.44K+ 403.25% |
$236K - $1.24M
|
9.28K
$388K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
7.39K+ 399.95% |
$235K - $1.23M
|
9.24K
$387K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
7.36K+ 400.0% |
$234K - $1.22M
|
9.21K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
7.33K+ 400.05% |
$233K - $1.22M
|
9.16K
$383K
|
|
|
Oct 24, 2023
Q3 2023
|
Retirement Planning Group
|
BUY
|
- |
7.28K+ 400.0% |
$231K - $1.21M
|
9.11K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.2K+ 400.0% |
$229K - $1.2M
|
9K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
7.2K+ 400.0% |
$229K - $1.2M
|
9K
$377K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.18K+ 400.0% |
$228K - $1.19M
|
8.98K
$376K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
7.16K+ 400.0% |
$227K - $1.19M
|
8.95K
$375K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.14K+ 406.43% |
$227K - $1.19M
|
8.9K
$372K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7.12K+ 409.49% |
$226K - $1.18M
|
8.86K
$371K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
7.1K+ 404.79% |
$226K - $1.18M
|
8.86K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
7.06K+ 383.85% |
$224K - $1.17M
|
8.9K
$372K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
6.95K+ 400.0% |
$221K - $1.16M
|
8.69K
$364K
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
6.86K+ 400.0% |
$218K - $1.14M
|
8.58K
$359K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
6.8K+ 400.0% |
$216K - $1.13M
|
8.5K
$356K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
BUY
|
- |
6.79K+ 400.0% |
$216K - $1.13M
|
8.49K
$355K
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
6.78K+ 226.97% |
$215K - $1.13M
|
9.76K
$408K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.66K+ 399.76% |
$212K - $1.11M
|
8.33K
$348K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
6.44K+ 400.0% |
$205K - $1.07M
|
8.05K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
6.43KNew |
$204K - $1.07M
|
6.43K
$269K
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.32K+ 400.0% |
$201K - $1.05M
|
7.91K
$331K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.18K+ 399.94% |
$196K - $1.03M
|
7.72K
$323K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
6.16K+ 265.92% |
$196K - $1.02M
|
8.47K
$355K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6.14K+ 401.9% |
$195K - $1.02M
|
7.66K
$321K
|