Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PIO)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PIO) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
53.6KNew |
$1.92M - $2.4M
|
53.6K
$2.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
41.6K+ 63.83% |
$1.49M - $1.86M
|
107K
$4.84M
|
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
31.3K+ 10281.25% |
$1.12M - $1.4M
|
31.6K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.96KNew |
$321K - $400K
|
8.96K
$406K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
7.76KNew |
$278K - $346K
|
7.76K
$352K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.05K+ 26.1% |
$181K - $225K
|
24.4K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.93KNew |
$177K - $220K
|
4.93K
$224K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.53KNew |
$162K - $202K
|
4.53K
$205K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.45K+ 2.4% |
$159K - $199K
|
190K
$8.59M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.15K+ 1.12% |
$148K - $185K
|
374K
$16.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.35K+ 37222.22% |
$120K - $150K
|
3.36K
$152K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.99K+ 1.0% |
$107K - $134K
|
301K
$13.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.63KNew |
$93.9K - $117K
|
2.63K
$119K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
888New |
$31.8K - $39.7K
|
888
$40.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
554+ 3.27% |
$19.8K - $24.7K
|
17.5K
$792K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
501+ 9.19% |
$17.9K - $22.4K
|
5.95K
$270K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
501+ 2.72% |
$17.9K - $22.4K
|
18.9K
$859K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
238+ 23.82% |
$8.52K - $10.6K
|
1.24K
$56.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
189+ 5.12% |
$6.76K - $8.44K
|
3.88K
$176K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.79K - $2.23K
|
50
$2.27K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
40+ 0.42% |
$1.43K - $1.79K
|
9.5K
$431K
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
25+ 0.37% |
$895 - $1.12K
|
6.8K
$308K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 1.17% |
$465 - $581
|
1.12K
$51K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7+ 0.01% |
$251 - $313
|
47.4K
$2.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.17% |
$251 - $313
|
4.01K
$182K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5+ 0.04% |
$179 - $223
|
14K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4+ 0.22% |
$143 - $179
|
1.81K
$82.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.05% |
$35.8 - $44.7
|
2.11K
$95.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-15- 0.44% |
$537 - $670
|
3.41K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-26- 0.28% |
$931 - $1.16K
|
9.24K
$419K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-26- 0.35% |
$931 - $1.16K
|
7.39K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-58- 1.03% |
$2.08K - $2.59K
|
5.59K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66- 1.0% |
$2.36K - $2.95K
|
6.55K
$297K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-92- 0.19% |
$3.29K - $4.11K
|
47.6K
$2.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-110- 3.19% |
$3.94K - $4.91K
|
3.34K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-119- 1.73% |
$4.26K - $5.32K
|
6.74K
$306K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-123- 4.11% |
$4.4K - $5.49K
|
2.87K
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-146- 1.2% |
$5.23K - $6.52K
|
12K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-184- 1.08% |
$6.59K - $8.22K
|
16.8K
$763K
|
|
|
Jul 25, 2025
Q2 2025
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-185- 0.41% |
$6.62K - $8.26K
|
44.9K
$2.03M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-245- 29.03% |
$8.77K - $10.9K
|
599
$27.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-378- 2.01% |
$13.5K - $16.9K
|
18.4K
$836K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 79.52% |
$14.3K - $17.9K
|
103
$4.67K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-678- 3.5% |
$24.3K - $30.3K
|
18.7K
$848K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 14.55% |
$53.7K - $67K
|
8.81K
$399K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.51K- 8.35% |
$54K - $67.4K
|
16.6K
$751K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.61K- 1.8% |
$57.7K - $72.1K
|
87.8K
$3.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-1.67K- 9.61% |
$59.9K - $74.7K
|
15.7K
$713K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.37K- 2.2% |
$84.8K - $106K
|
105K
$4.76M
|