Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
118+ 2.02% |
$11.4K - $13.7K
|
5.97K
$629K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
113+ 2.44% |
$11K - $13.1K
|
4.75K
$501K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100New |
$9.7K - $11.6K
|
100
$10.5K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
96New |
$9.31K - $11.1K
|
96
$10.1K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
90New |
$8.73K - $10.5K
|
90
$9.49K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
87+ 2.54% |
$8.43K - $10.1K
|
3.51K
$370K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
65+ 2.03% |
$6.3K - $7.55K
|
3.26K
$344K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
45+ 100.0% |
$4.36K - $5.23K
|
90
$9.49K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
44+ 1.52% |
$4.27K - $5.11K
|
2.94K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20+ 0.17% |
$1.94K - $2.32K
|
12K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
10New |
$970 - $1.16K
|
10
$1.05K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$291 - $348
|
5.46K
$575K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3+ 0.02% |
$291 - $348
|
19K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.03% |
$291 - $348
|
10.2K
$1.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.08% |
$97 - $116
|
1.19K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$97 - $116
|
2.07K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-5- 0.01% |
$485 - $581
|
46.6K
$4.92M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 0.02% |
$485 - $581
|
26.3K
$2.77M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-7- 0.14% |
$679 - $813
|
5.16K
$544K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-12- 19.67% |
$1.16K - $1.39K
|
49
$5.17K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-14- 6.97% |
$1.36K - $1.63K
|
187
$19.7K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-28- 0.17% |
$2.71K - $3.25K
|
16.7K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-37- 12.85% |
$3.59K - $4.3K
|
251
$26.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-39- 1.11% |
$3.78K - $4.53K
|
3.49K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-45- 50.0% |
$4.36K - $5.23K
|
45
$4.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-56- 1.22% |
$5.43K - $6.5K
|
4.52K
$477K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-73- 0.99% |
$7.08K - $8.48K
|
7.29K
$769K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-74- 3.26% |
$7.17K - $8.59K
|
2.19K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-84- 1.91% |
$8.14K - $9.75K
|
4.32K
$455K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-90- 4.91% |
$8.73K - $10.5K
|
1.74K
$184K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-94Closed |
$9.11K - $10.9K
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-100- 3.26% |
$9.7K - $11.6K
|
2.97K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-100- 19.61% |
$9.7K - $11.6K
|
410
$43.2K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-114- 2.96% |
$11.1K - $13.2K
|
3.74K
$394K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-125- 1.94% |
$12.1K - $14.5K
|
6.33K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-133- 0.17% |
$12.9K - $15.4K
|
79.1K
$8.35M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-138- 0.6% |
$13.4K - $16K
|
22.9K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-139- 5.09% |
$13.5K - $16.1K
|
2.59K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-153- 0.68% |
$14.8K - $17.8K
|
22.5K
$2.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-175- 6.21% |
$17K - $20.3K
|
2.65K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-215- 2.2% |
$20.8K - $25K
|
9.56K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-215- 5.28% |
$20.8K - $25K
|
3.86K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-233- 3.07% |
$22.6K - $27.1K
|
7.35K
$775K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-249- 0.67% |
$24.1K - $28.9K
|
36.8K
$3.88M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-250- 0.77% |
$24.2K - $29K
|
32.4K
$3.42M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-303- 3.29% |
$29.4K - $35.2K
|
8.9K
$939K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-321- 8.65% |
$31.1K - $37.3K
|
3.39K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-388- 9.52% |
$37.6K - $45.1K
|
3.69K
$389K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-423- 10.64% |
$41K - $49.1K
|
3.55K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-485- 2.8% |
$47K - $56.3K
|
16.8K
$1.77M
|