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 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.19K- 0.22% |
$46.9K - $50.7K
|
539K
$22.1M
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.22K- 7.81% |
$48.1K - $52K
|
14.4K
$591K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.27K- 20.06% |
$49.8K - $53.9K
|
5.04K
$207K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.32K- 13.47% |
$52.1K - $56.4K
|
8.5K
$349K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.41K- 3.01% |
$55.4K - $59.9K
|
45.3K
$1.86M
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.43K- 1.61% |
$56.3K - $60.9K
|
87.2K
$3.58M
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.44K- 2.08% |
$56.6K - $61.2K
|
67.5K
$2.77M
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.55K- 59.54% |
$60.9K - $65.8K
|
1.05K
$43.1K
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.57K- 0.85% |
$61.7K - $66.7K
|
183K
$7.51M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.58K- 18.47% |
$62.4K - $67.5K
|
6.99K
$287K
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.59K- 2.26% |
$62.6K - $67.7K
|
68.9K
$2.83M
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.59K- 1.37% |
$62.7K - $67.8K
|
114K
$4.69M
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.61K- 8.71% |
$63.6K - $68.8K
|
16.9K
$694K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.65K- 3.97% |
$64.9K - $70.2K
|
39.9K
$1.64M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.67K- 16.0% |
$65.8K - $71.2K
|
8.77K
$360K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.73K- 1.88% |
$68.2K - $73.8K
|
90.2K
$3.71M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 8.85% |
$68.4K - $74K
|
17.9K
$734K
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.8K- 2.56% |
$71K - $76.8K
|
68.6K
$2.82M
|
|
Apr 09, 2025
Q1 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.84K- 0.9% |
$72.7K - $78.6K
|
204K
$8.37M
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-1.95K- 0.59% |
$76.8K - $83.1K
|
326K
$13.4M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2K- 11.12% |
$78.8K - $85.2K
|
16K
$657K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.07K- 28.95% |
$81.6K - $88.2K
|
5.08K
$209K
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.14K- 17.18% |
$84.4K - $91.3K
|
10.3K
$424K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-2.33K- 5.87% |
$91.7K - $99.2K
|
37.3K
$1.53M
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.42K- 7.35% |
$95.5K - $103K
|
30.5K
$1.25M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.44K- 5.96% |
$96.3K - $104K
|
38.5K
$1.58M
|
|
Apr 18, 2025
Q1 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-2.47K- 1.76% |
$97.1K - $105K
|
138K
$5.66M
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.5K- 3.12% |
$98.5K - $107K
|
77.7K
$3.19M
|
|
Apr 29, 2025
Q1 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.5K- 23.8% |
$98.5K - $107K
|
8K
$329K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-2.55K- 12.67% |
$100K - $108K
|
17.5K
$720K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.56K- 28.87% |
$101K - $109K
|
6.3K
$259K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.73K- 9.23% |
$108K - $116K
|
26.9K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.01K- 29.39% |
$119K - $128K
|
7.24K
$297K
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-3.16K- 1.07% |
$125K - $135K
|
291K
$12M
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.18K- 3.91% |
$125K - $136K
|
78.2K
$3.21M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.47K- 12.14% |
$137K - $148K
|
25.1K
$1.03M
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.48K- 5.69% |
$137K - $148K
|
57.7K
$2.37M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.83K- 9.29% |
$151K - $163K
|
37.4K
$1.54M
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-3.97K- 2.49% |
$157K - $169K
|
155K
$6.38M
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.99K- 3.33% |
$157K - $170K
|
116K
$4.76M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.48K- 19.64% |
$177K - $191K
|
18.4K
$754K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.14K- 17.72% |
$203K - $219K
|
23.9K
$980K
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.31K- 0.97% |
$209K - $226K
|
545K
$22.4M
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-5.33K- 6.37% |
$210K - $227K
|
78.2K
$3.21M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.81K- 48.74% |
$229K - $248K
|
6.11K
$251K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.24K- 3.35% |
$246K - $266K
|
180K
$7.39M
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.85K- 10.31% |
$270K - $292K
|
59.6K
$2.45M
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-7.65K- 13.2% |
$301K - $326K
|
50.3K
$2.07M
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-8.86K- 23.24% |
$349K - $377K
|
29.3K
$1.2M
|
|
May 15, 2025
Q1 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-9.97K- 1.42% |
$393K - $425K
|
693K
$28.5M
|