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 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
42+ 0.43% |
$1.65K - $1.79K
|
9.72K
$399K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
35+ 0.18% |
$1.38K - $1.49K
|
19.6K
$805K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
35+ 0.47% |
$1.38K - $1.49K
|
7.54K
$310K
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
31+ 0.46% |
$1.22K - $1.32K
|
6.77K
$278K
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
21+ 0.35% |
$827 - $895
|
5.97K
$245K
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
19+ 0.31% |
$749 - $810
|
6.07K
$249K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19+ 0.42% |
$749 - $810
|
4.59K
$188K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 0.46% |
$670 - $724
|
3.69K
$151K
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
17+ 0.0% |
$670 - $724
|
379K
$15.6M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.1% |
$630 - $682
|
16.2K
$666K
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
16+ 0.23% |
$630 - $682
|
7.13K
$293K
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15+ 0.04% |
$591 - $639
|
37.9K
$1.56M
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.44% |
$591 - $639
|
3.41K
$140K
|
|
Apr 24, 2025
Q1 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
12+ 0.18% |
$473 - $511
|
6.65K
$273K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
12+ 0.46% |
$473 - $511
|
2.64K
$108K
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
11+ 0.48% |
$433 - $469
|
2.29K
$94K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.05% |
$394 - $426
|
21K
$863K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
9+ 0.15% |
$355 - $383
|
6.19K
$254K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9+ 0.02% |
$355 - $383
|
36.2K
$1.49M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7+ 0.13% |
$276 - $298
|
5.2K
$214K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 0.45% |
$197 - $213
|
1.12K
$46K
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5New |
$197 - $213
|
5
$205
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5+ 0.06% |
$197 - $213
|
8.87K
$364K
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.07% |
$118 - $128
|
4.55K
$187K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.43% |
$118 - $128
|
696
$28.6K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.61% |
$78.8 - $85.2
|
329
$13.5K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.02% |
$39.4 - $42.6
|
5.2K
$214K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$39.4 - $42.6
|
12K
$492K
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2- 0.04% |
$78.8 - $85.2
|
5.21K
$214K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3- 0.01% |
$118 - $128
|
27.2K
$1.12M
|
|
May 13, 2025
Q1 2025
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-5- 0.05% |
$197 - $213
|
9.21K
$378K
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-22- 0.15% |
$867 - $937
|
14.9K
$612K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-22- 0.02% |
$867 - $937
|
131K
$5.38M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-25- 0.12% |
$985 - $1.07K
|
21K
$861K
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-27- 0.52% |
$1.06K - $1.15K
|
5.2K
$214K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 0.4% |
$1.14K - $1.24K
|
7.14K
$293K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-32- 0.12% |
$1.26K - $1.36K
|
27K
$1.11M
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-45- 1.01% |
$1.77K - $1.92K
|
4.43K
$182K
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-58- 0.19% |
$2.29K - $2.47K
|
30K
$1.23M
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-71- 0.18% |
$2.8K - $3.03K
|
39.3K
$1.61M
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-100- 0.17% |
$3.94K - $4.26K
|
59.3K
$2.44M
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-120- 0.38% |
$4.73K - $5.11K
|
31.2K
$1.28M
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-127- 0.27% |
$5K - $5.41K
|
47.6K
$1.95M
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-137- 0.67% |
$5.4K - $5.84K
|
20.4K
$839K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-144- 6.08% |
$5.67K - $6.14K
|
2.22K
$91.3K
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-149- 7.27% |
$5.87K - $6.35K
|
1.9K
$78K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-175- 0.01% |
$6.9K - $7.46K
|
1.74M
$71.3M
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-180- 2.15% |
$7.09K - $7.67K
|
8.19K
$336K
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-188- 0.18% |
$7.41K - $8.01K
|
104K
$4.26M
|