Purchases and Sales Made in Q2 2025 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$21K - $27K
|
693
$27.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
655+ 19.8% |
$19.9K - $25.5K
|
3.96K
$157K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
238+ 3.04% |
$7.23K - $9.26K
|
8.07K
$321K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139+ 195.77% |
$4.22K - $5.41K
|
210
$8.34K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
120New |
$3.64K - $4.67K
|
120
$4.77K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
94+ 0.67% |
$2.85K - $3.66K
|
14.1K
$562K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
86+ 0.94% |
$2.61K - $3.35K
|
9.23K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 1.6% |
$911 - $1.17K
|
1.84K
$73.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.14% |
$8.63K - $11.1K
|
8.75K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.06K- 3.34% |
$32.1K - $41.2K
|
30.7K
$1.22M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.23K- 8.59% |
$37.4K - $47.9K
|
13.1K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.71K- 1.55% |
$51.9K - $66.6K
|
109K
$4.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.13K- 9.09% |
$156K - $200K
|
51.3K
$2.04M
|