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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
173K+ 1017.22% |
$5.27M - $6.75M
|
190K
$7.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
102KNew |
$3.1M - $3.97M
|
102K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.3K+ 234.59% |
$2.26M - $2.89M
|
106K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.6K+ 36.37% |
$1.2M - $1.54M
|
149K
$6.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
16.9K+ 5722.37% |
$513K - $657K
|
17.2K
$699K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.19K+ 13.7% |
$188K - $241K
|
51.3K
$2.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.48K+ 4.75% |
$136K - $174K
|
98.7K
$4.01M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.66K+ 8.42% |
$111K - $142K
|
47.1K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.59K+ 10.18% |
$78.5K - $101K
|
28K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.26KNew |
$68.5K - $87.8K
|
2.26K
$91.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.21K+ 2.03% |
$67K - $85.9K
|
111K
$4.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.18K+ 56.97% |
$66.1K - $84.8K
|
6K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.18K+ 8.93% |
$66.1K - $84.7K
|
26.5K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
955+ 69.81% |
$29K - $37.2K
|
2.32K
$94.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$21K - $27K
|
693
$28.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
655+ 19.8% |
$19.9K - $25.5K
|
3.96K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
497+ 1.7% |
$15.1K - $19.3K
|
29.7K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
358+ 3.09% |
$10.9K - $13.9K
|
11.9K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
332New |
$10.1K - $12.9K
|
332
$13.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
321New |
$9.75K - $12.5K
|
321
$13.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
250+ 3.3% |
$7.59K - $9.73K
|
7.84K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
244+ 2.13% |
$7.41K - $9.5K
|
11.7K
$475K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
238+ 3.04% |
$7.23K - $9.26K
|
8.07K
$328K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
194+ 56.73% |
$5.89K - $7.55K
|
536
$21.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139+ 195.77% |
$4.22K - $5.41K
|
210
$8.54K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
123+ 0.95% |
$3.74K - $4.79K
|
13.1K
$533K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
120New |
$3.64K - $4.67K
|
120
$4.88K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
94+ 0.67% |
$2.85K - $3.66K
|
14.1K
$575K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
86+ 0.94% |
$2.61K - $3.35K
|
9.23K
$375K
|
|
|
Aug 12, 2025
Q2 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$2.43K - $3.11K
|
80
$3.25K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
59+ 0.91% |
$1.79K - $2.3K
|
6.51K
$265K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58+ 0.75% |
$1.76K - $2.26K
|
7.78K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
50+ 1.5% |
$1.52K - $1.95K
|
3.39K
$138K
|
|
|
Aug 04, 2025
Q2 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
35+ 0.29% |
$1.06K - $1.36K
|
12.3K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10+ 0.74% |
$304 - $389
|
1.36K
$55.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
8+ 0.11% |
$243 - $311
|
7.12K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$30.4 - $38.9
|
1.96K
$79.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 1.6% |
$911 - $1.17K
|
1.84K
$75K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-31- 3.04% |
$941 - $1.21K
|
989
$40.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-40- 0.02% |
$1.21K - $1.56K
|
200K
$8.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-135- 0.63% |
$4.1K - $5.25K
|
21.4K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200- 43.86% |
$6.07K - $7.78K
|
256
$10.4K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-216- 4.82% |
$6.56K - $8.41K
|
4.26K
$173K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-248- 4.1% |
$7.53K - $9.65K
|
5.8K
$236K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-284- 3.14% |
$8.63K - $11.1K
|
8.75K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-297- 4.92% |
$9.02K - $11.6K
|
5.74K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-372- 4.53% |
$11.3K - $14.5K
|
7.84K
$319K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-566- 3.8% |
$17.2K - $22K
|
14.3K
$584K
|
|
|
Jul 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-571- 1.72% |
$17.3K - $22.2K
|
32.6K
$1.32M
|