Purchases and Sales Made in Q3 2025 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
95.9K+ 39.12% |
$3.7M - $4.01M
|
341K
$14.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1KNew |
$546K - $592K
|
14.1K
$584K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.25KNew |
$318K - $345K
|
8.25K
$341K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.08KNew |
$273K - $296K
|
7.08K
$292K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.94KNew |
$191K - $207K
|
4.94K
$204K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.19K+ 37.7% |
$84.3K - $91.5K
|
7.99K
$330K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.68K+ 6.01% |
$64.9K - $70.4K
|
29.7K
$1.22M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
793New |
$30.6K - $33.2K
|
793
$32.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
707+ 0.37% |
$27.3K - $29.6K
|
191K
$7.89M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
560+ 2.11% |
$21.6K - $23.4K
|
27.1K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
359New |
$13.9K - $15K
|
359
$14.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
149New |
$5.75K - $6.24K
|
149
$6.15K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
122+ 45.52% |
$4.71K - $5.11K
|
390
$16.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
121+ 151.25% |
$4.67K - $5.06K
|
201
$8.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
107+ 0.5% |
$4.13K - $4.48K
|
21.5K
$887K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
88New |
$3.4K - $3.68K
|
88
$3.63K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 26.19% |
$2.12K - $2.3K
|
265
$10.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51New |
$1.97K - $2.13K
|
51
$2.11K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42+ 0.24% |
$1.62K - $1.76K
|
17.2K
$711K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
42+ 0.65% |
$1.62K - $1.76K
|
6.55K
$271K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.31K - $1.42K
|
34
$1.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31New |
$1.2K - $1.3K
|
31
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.21% |
$1K - $1.09K
|
12.3K
$507K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14+ 0.18% |
$540 - $586
|
7.85K
$324K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$309 - $335
|
8.76K
$362K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.71% |
$270 - $293
|
996
$41.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.22% |
$116 - $126
|
1.35K
$55.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$154 - $167
|
1.96K
$80.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 0.15% |
$347 - $377
|
5.99K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-35- 1.9% |
$1.35K - $1.46K
|
1.81K
$74.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-118- 1.46% |
$4.55K - $4.94K
|
7.95K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-131- 0.44% |
$5.05K - $5.48K
|
29.6K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-253- 0.54% |
$9.76K - $10.6K
|
46.7K
$1.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-255- 47.57% |
$9.84K - $10.7K
|
281
$11.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-341- 1.11% |
$13.2K - $14.3K
|
30.3K
$1.25M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-443- 2.39% |
$17.1K - $18.5K
|
18.1K
$747K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-508- 4.25% |
$19.6K - $21.3K
|
11.4K
$472K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-589- 16.67% |
$22.7K - $24.6K
|
2.94K
$122K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-609- 0.33% |
$23.5K - $25.5K
|
185K
$7.64M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-670- 1.31% |
$25.8K - $28K
|
50.6K
$2.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.18K- 1.08% |
$45.4K - $49.3K
|
107K
$4.44M
|
|
|
Nov 07, 2025
Q3 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.32K- 4.05% |
$50.8K - $55.2K
|
31.3K
$1.29M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-2.08K- 10.66% |
$80.1K - $86.9K
|
17.4K
$718K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.24K- 17.07% |
$86.2K - $93.5K
|
10.9K
$448K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-2.3K- 47.19% |
$88.7K - $96.2K
|
2.57K
$106K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.38K- 10.03% |
$91.8K - $99.6K
|
21.3K
$881K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.64K- 3.16% |
$140K - $152K
|
112K
$4.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.23K- 86.01% |
$163K - $177K
|
687
$28.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-270K- 10.34% |
$10.4M - $11.3M
|
2.34M
$96.7M
|