Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) 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 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.64M+ 4246.47% |
$130M - $154M
|
3.73M
$169M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.22MNew |
$43.7M - $51.6M
|
1.22M
$55.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
902K+ 30898.8% |
$32.3M - $38.1M
|
905K
$41M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
560KNew |
$20M - $23.7M
|
560K
$25.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
505K+ 93.59% |
$18.1M - $21.3M
|
1.04M
$47.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
332K+ 4.74% |
$11.9M - $14M
|
7.34M
$333M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
304KNew |
$10.9M - $12.9M
|
304K
$13.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
250K+ 2022.44% |
$8.94M - $10.6M
|
262K
$11.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
203K+ 50.12% |
$7.25M - $8.57M
|
607K
$27.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
185K+ 1.62% |
$6.61M - $7.81M
|
11.6M
$524M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
148K+ 2909.44% |
$5.29M - $6.26M
|
153K
$6.94M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
127K+ 35.36% |
$4.54M - $5.37M
|
486K
$22M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
111K+ 20.16% |
$3.96M - $4.68M
|
659K
$29.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
97.2K+ 3.58% |
$3.48M - $4.11M
|
2.81M
$127M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
74.2KNew |
$2.65M - $3.13M
|
74.2K
$3.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
72.8KNew |
$2.6M - $3.08M
|
72.8K
$3.3M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
64.1K+ 3.63% |
$2.29M - $2.71M
|
1.83M
$83M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
55.2K+ 84.07% |
$1.98M - $2.33M
|
121K
$5.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
51.4K+ 182.24% |
$1.84M - $2.17M
|
79.6K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50K+ 221.78% |
$1.79M - $2.11M
|
72.5K
$3.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.8K+ 2.87% |
$1.78M - $2.11M
|
1.79M
$80.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
44.7K+ 15.62% |
$1.6M - $1.89M
|
331K
$15M
|
|
|
Jul 29, 2025
Q2 2025
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
44.6K+ 2.0% |
$1.59M - $1.88M
|
2.27M
$103M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
44K+ 871.92% |
$1.57M - $1.86M
|
49K
$2.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
42.9K+ 9.64% |
$1.53M - $1.81M
|
488K
$22.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
41K+ 11.37% |
$1.47M - $1.73M
|
401K
$18.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
BUY
|
- |
37.8K+ 24.32% |
$1.35M - $1.6M
|
193K
$8.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 295.02% |
$1.31M - $1.54M
|
48.9K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
35.9K+ 28.2% |
$1.28M - $1.52M
|
163K
$7.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.8K+ 1.78% |
$1.17M - $1.39M
|
1.88M
$85.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
32.1K+ 5356.0% |
$1.15M - $1.36M
|
32.7K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.12M - $1.33M
|
31.4K
$1.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
29.3KNew |
$1.05M - $1.24M
|
29.3K
$1.33M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.4K+ 12.94% |
$946K - $1.12M
|
231K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26.2K+ 10.71% |
$937K - $1.11M
|
271K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
24.6K+ 7.87% |
$879K - $1.04M
|
337K
$15.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
24.4KNew |
$873K - $1.03M
|
24.4K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
22KNew |
$787K - $929K
|
22K
$996K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.9KNew |
$785K - $927K
|
21.9K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21.2K+ 1.78% |
$759K - $897K
|
1.21M
$54.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.4K+ 0.58% |
$657K - $777K
|
3.19M
$144M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
17K+ 111.68% |
$606K - $717K
|
32.1K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.8K+ 0.36% |
$601K - $710K
|
4.72M
$214M
|
|
|
Aug 04, 2025
Q2 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
16.5KNew |
$591K - $699K
|
16.5K
$749K
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
15.7K+ 24.6% |
$562K - $665K
|
79.6K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
15.5KNew |
$554K - $655K
|
15.5K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
14.3KNew |
$510K - $603K
|
14.3K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.7K+ 2.29% |
$491K - $580K
|
613K
$27.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.5K+ 163.43% |
$481K - $569K
|
21.7K
$982K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 0.49% |
$467K - $551K
|
2.69M
$122M
|