Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-64- 0.28% |
$2.63K - $3.08K
|
23.1K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-83- 0.07% |
$3.41K - $4K
|
119K
$6.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-108- 0.89% |
$4.43K - $5.2K
|
12.1K
$610K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-111- 0.11% |
$4.56K - $5.35K
|
105K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-200- 2.99% |
$8.21K - $9.63K
|
6.49K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-246- 2.95% |
$10.1K - $11.8K
|
8.1K
$409K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-261- 0.71% |
$10.7K - $12.6K
|
36.3K
$1.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-270- 0.67% |
$11.1K - $13K
|
40K
$2.02M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-271- 10.72% |
$11.1K - $13.1K
|
2.26K
$114K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-278- 5.21% |
$11.4K - $13.4K
|
5.06K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-281- 4.06% |
$11.5K - $13.5K
|
6.65K
$336K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-373- 31.58% |
$15.3K - $18K
|
808
$40.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-423- 6.57% |
$17.4K - $20.4K
|
6.02K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-491- 2.49% |
$20.2K - $23.7K
|
19.2K
$970K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-508- 9.86% |
$20.9K - $24.5K
|
4.65K
$235K
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-739- 1.42% |
$30.3K - $35.6K
|
51.3K
$2.59M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-759- 6.76% |
$31.2K - $36.6K
|
10.5K
$528K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-807- 43.36% |
$33.1K - $38.9K
|
1.05K
$53.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-852- 0.31% |
$35K - $41K
|
274K
$13.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-921- 1.67% |
$37.8K - $44.4K
|
54.3K
$2.74M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.03K- 0.96% |
$42.1K - $49.4K
|
105K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.33K- 17.26% |
$54.6K - $64.1K
|
6.38K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.44K- 15.87% |
$59.1K - $69.4K
|
7.63K
$386K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.46K- 1.18% |
$59.7K - $70.1K
|
122K
$6.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1.71K- 13.6% |
$70.1K - $82.3K
|
10.9K
$548K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.13K- 4.24% |
$87.5K - $103K
|
48.1K
$2.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.26K- 2.59% |
$92.7K - $109K
|
84.9K
$4.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-2.75K- 83.41% |
$113K - $132K
|
547
$27.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-3.03K- 37.69% |
$124K - $146K
|
5K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.57K- 25.54% |
$147K - $172K
|
10.4K
$526K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.66K- 7.03% |
$150K - $176K
|
48.4K
$2.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.17K- 4.64% |
$171K - $201K
|
85.7K
$4.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.86K- 1.13% |
$200K - $234K
|
426K
$21.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.93K- 15.35% |
$243K - $286K
|
32.7K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.63K- 6.49% |
$272K - $319K
|
95.6K
$4.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-10K- 45.74% |
$411K - $483K
|
11.9K
$601K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.1K- 51.61% |
$413K - $485K
|
9.44K
$477K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12K- 10.93% |
$493K - $579K
|
97.9K
$4.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.8K- 30.67% |
$978K - $1.15M
|
53.8K
$2.72M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52.5K- 84.27% |
$2.15M - $2.53M
|
9.79K
$495K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-135K- 88.66% |
$5.55M - $6.51M
|
17.3K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226K- 52.63% |
$9.26M - $10.9M
|
203K
$10.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-230K- 97.63% |
$9.44M - $11.1M
|
5.59K
$283K
|