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 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
272+ 230.51% |
$8.64K - $45.2K
|
390
$16.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
267New |
$8.48K - $44.4K
|
267
$11.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
256+ 400.0% |
$8.13K - $42.6K
|
320
$13.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
248+ 400.0% |
$7.88K - $41.2K
|
310
$13K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
240+ 400.0% |
$7.62K - $39.9K
|
300
$12.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
232+ 400.0% |
$7.37K - $38.6K
|
290
$12.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
204+ 400.0% |
$6.48K - $33.9K
|
255
$10.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
200+ 400.0% |
$6.35K - $33.3K
|
250
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
200+ 400.0% |
$6.35K - $33.3K
|
250
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
192+ 400.0% |
$6.1K - $31.9K
|
240
$10K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
180+ 400.0% |
$5.72K - $29.9K
|
225
$9.42K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
152+ 400.0% |
$4.83K - $25.3K
|
190
$7.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
132+ 400.0% |
$4.19K - $21.9K
|
165
$6.91K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
128New |
$4.07K - $21.3K
|
128
$5.36K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
72+ 400.0% |
$2.29K - $12K
|
90
$3.77K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
37+ 17.21% |
$1.18K - $6.15K
|
252
$10.5K
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4+ 400.0% |
$127 - $665
|
5
$209
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-326- 1.28% |
$10.4K - $54.2K
|
25.2K
$1.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-610- 7.52% |
$19.4K - $101K
|
7.5K
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-720- 2.86% |
$22.9K - $120K
|
24.4K
$1.02M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.86KClosed |
$186K - $974K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.23K- 9.61% |
$198K - $1.04M
|
58.6K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.4K- 5.46% |
$837K - $4.38M
|
456K
$19.1M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-349K- 96.94% |
$11.1M - $58M
|
11K
$460K
|