Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii Purebeta 0 5 (PBTP)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Purebeta 0 5 (PBTP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II PUREBETA 0-5.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
70.7K+ 218.14% |
$1.79M - $1.84M
|
103K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.9KNew |
$912K - $935K
|
35.9K
$936K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.8K+ 354.69% |
$781K - $801K
|
39.4K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30KNew |
$762K - $781K
|
30K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$290K - $298K
|
11.4K
$298K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.3KNew |
$286K - $293K
|
11.3K
$294K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
8.22KNew |
$209K - $214K
|
8.22K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4.2K+ 5.7% |
$107K - $109K
|
77.8K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.61K+ 6.81% |
$66.3K - $67.9K
|
40.9K
$1.07M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.4K+ 1.62% |
$60.9K - $62.4K
|
151K
$3.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.11K+ 2.85% |
$53.5K - $54.8K
|
76.1K
$1.98M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.05K+ 12.21% |
$26.6K - $27.2K
|
9.61K
$250K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.05K+ 12.21% |
$26.6K - $27.2K
|
9.61K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
710+ 3.28% |
$18K - $18.5K
|
22.4K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-221- 1.36% |
$5.61K - $5.75K
|
16K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-471- 5.53% |
$12K - $12.3K
|
8.04K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-775- 5.66% |
$19.7K - $20.2K
|
12.9K
$336K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.61K- 11.41% |
$40.8K - $41.8K
|
12.5K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2K- 10.37% |
$50.8K - $52.1K
|
17.3K
$451K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.8K- 8.01% |
$122K - $125K
|
55.1K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.6K- 22.26% |
$954K - $978K
|
131K
$3.42M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-55.1K- 9.79% |
$1.4M - $1.43M
|
507K
$13.2M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-132K- 76.96% |
$3.35M - $3.44M
|
39.5K
$1.03M
|