Purchases and Sales Made in Q4 2022 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
39+ 16.32% |
$1.1K - $6.38K
|
278
$11.6K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
27+ 0.49% |
$759 - $4.42K
|
5.57K
$233K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
18+ 0.07% |
$506 - $2.94K
|
27.4K
$1.15M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16New |
$450 - $2.62K
|
16
$669
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
14+ 0.48% |
$393 - $2.29K
|
2.92K
$122K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
13New |
$365 - $2.13K
|
13
$544
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
12+ 0.3% |
$337 - $1.96K
|
4.03K
$168K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9+ 0.48% |
$253 - $1.47K
|
1.89K
$79.1K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9+ 0.22% |
$253 - $1.47K
|
4.05K
$169K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
9+ 0.49% |
$253 - $1.47K
|
1.84K
$77.1K
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.52% |
$253 - $1.47K
|
1.75K
$73K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8+ 0.55% |
$225 - $1.31K
|
1.45K
$60.6K
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5+ 0.26% |
$141 - $818
|
1.94K
$81.3K
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
5+ 0.06% |
$141 - $818
|
8.56K
$358K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
5New |
$141 - $818
|
5
$209
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.52% |
$112 - $654
|
774
$32.4K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.35% |
$112 - $654
|
1.15K
$48.2K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.46% |
$84.3 - $491
|
653
$27.3K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2+ 0.02% |
$56.2 - $327
|
11.5K
$482K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.75% |
$56.2 - $327
|
267
$11.2K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
2+ 0.53% |
$56.2 - $327
|
378
$15.8K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2New |
$56.2 - $327
|
2
$83.6
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 0.02% |
$56.2 - $327
|
12.1K
$504K
|
|
Feb 01, 2023
Q4 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1New |
$28.1 - $164
|
1
$41.8
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 1.08% |
$28.1 - $164
|
94
$3.93K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 0.17% |
$28.1 - $164
|
592
$24.8K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1+ 0.05% |
$28.1 - $164
|
1.99K
$83.1K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.05% |
$28.1 - $164
|
1.85K
$77.3K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.07% |
$28.1 - $164
|
1.33K
$55.7K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2- 0.03% |
$56.2 - $327
|
6.92K
$289K
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 1.14% |
$56.2 - $327
|
173
$7.23K
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
SELL
|
- |
-5- 0.07% |
$141 - $818
|
7.64K
$319K
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-10- 0.37% |
$281 - $1.64K
|
2.67K
$112K
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-11- 0.18% |
$309 - $1.8K
|
6.12K
$256K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-12- 0.15% |
$337 - $1.96K
|
8.03K
$336K
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-14- 0.85% |
$393 - $2.29K
|
1.62K
$67.9K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 14.41% |
$478 - $2.78K
|
101
$4.22K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-21- 8.68% |
$590 - $3.44K
|
221
$9.24K
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.23% |
$618 - $3.6K
|
9.35K
$391K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-22- 1.23% |
$618 - $3.6K
|
1.76K
$73.6K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-28- 0.46% |
$787 - $4.58K
|
6.12K
$256K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30- 0.29% |
$843 - $4.91K
|
10.5K
$437K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-34- 1.72% |
$955 - $5.56K
|
1.95K
$81.4K
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-35- 0.75% |
$984 - $5.73K
|
4.62K
$193K
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-46- 0.17% |
$1.29K - $7.53K
|
26.7K
$1.12M
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-53- 0.27% |
$1.49K - $8.67K
|
19.9K
$831K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54- 0.13% |
$1.52K - $8.83K
|
41.2K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-55- 0.43% |
$1.55K - $9K
|
12.8K
$534K
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-65- 0.48% |
$1.83K - $10.6K
|
13.4K
$560K
|