Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
561K+ 8.9% |
$22.1M - $23.9M
|
6.86M
$261M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.1K+ 3.24% |
$3.31M - $3.58M
|
2.68M
$102M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
34.2K+ 6.65% |
$1.35M - $1.46M
|
549K
$20.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
26K+ 5.67% |
$1.02M - $1.11M
|
484K
$18.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
22.4K+ 3.74% |
$882K - $954K
|
620K
$23.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
20.1KNew |
$793K - $857K
|
20.1K
$766K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 11.63% |
$550K - $595K
|
134K
$5.1M
|
|
|
Apr 17, 2025
Q1 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
10.9KNew |
$428K - $462K
|
10.9K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.78K+ 4.19% |
$188K - $204K
|
119K
$4.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 118275.0% |
$186K - $202K
|
4.74K
$180K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.92K+ 2.86% |
$155K - $167K
|
141K
$5.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.74K+ 3.3% |
$108K - $117K
|
85.8K
$3.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.14K+ 39.89% |
$84.3K - $91.2K
|
7.51K
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.13K+ 5.28% |
$83.9K - $90.8K
|
42.5K
$1.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.38KNew |
$54.2K - $58.6K
|
1.38K
$52.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
869+ 10.78% |
$34.2K - $37K
|
8.93K
$340K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
826New |
$32.5K - $35.2K
|
826
$31.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
745New |
$29.4K - $31.7K
|
745
$28.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
644+ 0.2% |
$25.4K - $27.4K
|
330K
$12.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
155New |
$6.11K - $6.6K
|
155
$5.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
67+ 0.74% |
$2.64K - $2.85K
|
9.18K
$350K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
60+ 0.27% |
$2.36K - $2.56K
|
22.6K
$862K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.43% |
$1.65K - $1.79K
|
9.72K
$370K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
35+ 0.47% |
$1.38K - $1.49K
|
7.54K
$287K
|
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
31+ 0.46% |
$1.22K - $1.32K
|
6.77K
$258K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.46% |
$670 - $724
|
3.69K
$140K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.23% |
$630 - $682
|
7.13K
$271K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.44% |
$591 - $639
|
3.41K
$130K
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.04% |
$591 - $639
|
37.9K
$1.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 0.46% |
$473 - $511
|
2.64K
$100K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.48% |
$433 - $469
|
2.29K
$87.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7+ 0.13% |
$276 - $298
|
5.2K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-25- 0.12% |
$985 - $1.07K
|
21K
$799K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 0.4% |
$1.14K - $1.24K
|
7.14K
$272K
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-188- 0.18% |
$7.41K - $8.01K
|
104K
$3.95M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-235- 1.62% |
$9.26K - $10K
|
14.2K
$542K
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
SELL
|
- |
-239- 1.64% |
$9.42K - $10.2K
|
14.4K
$547K
|
|
|
Apr 15, 2025
Q1 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-273- 4.22% |
$10.8K - $11.6K
|
6.19K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-292- 0.74% |
$11.5K - $12.4K
|
39.2K
$1.49M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.09K- 12.89% |
$42.7K - $46.2K
|
7.34K
$279K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.73K- 1.88% |
$68.2K - $73.8K
|
90.2K
$3.44M
|
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 0.9% |
$72.7K - $78.6K
|
204K
$7.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2K- 11.12% |
$78.8K - $85.2K
|
16K
$609K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.14K- 17.18% |
$84.4K - $91.3K
|
10.3K
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.18K- 3.91% |
$125K - $136K
|
78.2K
$2.98M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-3.97K- 2.49% |
$157K - $169K
|
155K
$5.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-13.2K- 1.62% |
$519K - $561K
|
798K
$30.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-36K- 98.36% |
$1.42M - $1.53M
|
600
$22.8K
|