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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.38K+ 1.66% |
$54.2K - $58.6K
|
84.1K
$3.45M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.24K+ 32.67% |
$48.8K - $52.8K
|
5.03K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.23K+ 18.35% |
$48.3K - $52.2K
|
7.91K
$325K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.18K+ 2.17% |
$46.6K - $50.5K
|
55.7K
$2.29M
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1.06KNew |
$41.6K - $45K
|
1.06K
$43.3K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.03K+ 17.21% |
$40.7K - $44K
|
7.04K
$289K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
985New |
$38.8K - $42K
|
985
$40.5K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
871+ 2.81% |
$34.3K - $37.1K
|
31.8K
$1.31M
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
869+ 10.78% |
$34.2K - $37K
|
8.93K
$367K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
861+ 0.99% |
$33.9K - $36.7K
|
87.4K
$3.59M
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
826New |
$32.5K - $35.2K
|
826
$33.9K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
800+ 8.66% |
$31.5K - $34.1K
|
10K
$412K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
745New |
$29.4K - $31.7K
|
745
$30.6K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
696New |
$27.4K - $29.7K
|
696
$28.6K
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
644+ 0.2% |
$25.4K - $27.4K
|
330K
$13.5M
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
615+ 22.49% |
$24.2K - $26.2K
|
3.35K
$138K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
583New |
$23K - $24.8K
|
583
$23.9K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
527+ 0.4% |
$20.8K - $22.5K
|
133K
$5.44M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
524New |
$20.6K - $22.3K
|
524
$21.5K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
466+ 0.21% |
$18.4K - $19.9K
|
222K
$9.12M
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
455+ 5.85% |
$17.9K - $19.4K
|
8.24K
$338K
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
443+ 3.43% |
$17.5K - $18.9K
|
13.3K
$548K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
411+ 17.38% |
$16.2K - $17.5K
|
2.78K
$114K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
335+ 3.89% |
$13.2K - $14.3K
|
8.95K
$368K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
325New |
$12.8K - $13.8K
|
325
$13.3K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
321+ 50.08% |
$12.6K - $13.7K
|
962
$39.5K
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
297+ 3.21% |
$11.7K - $12.7K
|
9.54K
$392K
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
293+ 0.36% |
$11.5K - $12.5K
|
81.1K
$3.33M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
278+ 2.1% |
$11K - $11.8K
|
13.5K
$556K
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
258+ 0.3% |
$10.2K - $11K
|
86.5K
$3.55M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
235+ 0.23% |
$9.26K - $10K
|
103K
$4.23M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 3.16% |
$7.88K - $8.52K
|
6.54K
$268K
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
187+ 0.6% |
$7.37K - $7.97K
|
31.1K
$1.28M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
179New |
$7.05K - $7.63K
|
179
$7.35K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
155New |
$6.11K - $6.6K
|
155
$6.37K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
153New |
$6.03K - $6.52K
|
153
$6.28K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
140+ 56.0% |
$5.52K - $5.97K
|
390
$16K
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
120+ 0.25% |
$4.73K - $5.11K
|
47.7K
$1.96M
|
|
May 07, 2025
Q1 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
117+ 0.36% |
$4.61K - $4.99K
|
32.3K
$1.32M
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
86New |
$3.39K - $3.66K
|
86
$3.53K
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
73+ 0.02% |
$2.88K - $3.11K
|
305K
$12.5M
|
|
Apr 07, 2025
Q1 2025
|
Welch Group, LLC
|
BUY
|
- |
67+ 0.74% |
$2.64K - $2.85K
|
9.18K
$377K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
66+ 1.07% |
$2.6K - $2.81K
|
6.24K
$256K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
60New |
$2.36K - $2.56K
|
60
$2.46K
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
60+ 0.27% |
$2.36K - $2.56K
|
22.6K
$929K
|
|
May 13, 2025
Q1 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
52+ 0.35% |
$2.05K - $2.22K
|
14.8K
$607K
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
51+ 0.08% |
$2.01K - $2.17K
|
65.7K
$2.7M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
50+ 0.31% |
$1.97K - $2.13K
|
16.4K
$673K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
44+ 0.44% |
$1.73K - $1.87K
|
9.98K
$410K
|
|
Apr 29, 2025
Q1 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.46% |
$1.65K - $1.79K
|
9.11K
$374K
|