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 30, 2025
Q2 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-571- 1.72% |
$17.3K - $22.2K
|
32.6K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-629- 0.69% |
$19.1K - $24.5K
|
90.8K
$3.75M
|
|
|
Aug 05, 2025
Q2 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-671- 3.33% |
$20.4K - $26.1K
|
19.5K
$804K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-785- 4.34% |
$23.8K - $30.6K
|
17.3K
$715K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.06K- 3.34% |
$32.1K - $41.2K
|
30.7K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.23K- 6.81% |
$37.3K - $47.8K
|
16.8K
$694K
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.23K- 8.59% |
$37.4K - $47.9K
|
13.1K
$540K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.28K- 22.15% |
$38.7K - $49.6K
|
4.48K
$185K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 7.31% |
$44.4K - $56.9K
|
18.5K
$765K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61K- 9.48% |
$48.8K - $62.6K
|
15.3K
$634K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.64K- 0.88% |
$49.9K - $64K
|
186K
$7.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.71K- 1.55% |
$51.9K - $66.6K
|
109K
$4.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.21K- 10.37% |
$97.5K - $125K
|
27.7K
$1.15M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.13K- 9.09% |
$156K - $200K
|
51.3K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.3K- 11.78% |
$161K - $206K
|
39.7K
$1.64M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.2K- 78.88% |
$401K - $514K
|
3.53K
$146K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-20.8K- 15.26% |
$630K - $808K
|
115K
$4.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-217K- 46.93% |
$6.58M - $8.43M
|
245K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.9M- 52.58% |
$88M - $113M
|
2.61M
$108M
|