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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
618+ 0.11% |
$22.1K - $26.1K
|
546K
$24.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
605+ 2.67% |
$21.6K - $25.6K
|
23.2K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
538+ 28.32% |
$19.2K - $22.7K
|
2.44K
$110K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
500+ 16.81% |
$17.9K - $21.1K
|
3.48K
$157K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
500New |
$17.9K - $21.1K
|
500
$22.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
498New |
$17.8K - $21.1K
|
498
$22.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
477+ 7.81% |
$17.1K - $20.2K
|
6.59K
$298K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
397+ 1.05% |
$14.2K - $16.8K
|
38.3K
$1.74M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
368+ 33.55% |
$13.2K - $15.6K
|
1.47K
$66.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
340+ 4.94% |
$12.2K - $14.4K
|
7.23K
$328K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
328New |
$11.7K - $13.9K
|
328
$14.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
326+ 1.42% |
$11.7K - $13.8K
|
23.3K
$1.05M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
320+ 5.36% |
$11.4K - $13.5K
|
6.29K
$285K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
314+ 0.26% |
$11.2K - $13.3K
|
119K
$5.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
303+ 1.44% |
$10.8K - $12.8K
|
21.3K
$964K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
299+ 5.95% |
$10.7K - $12.6K
|
5.33K
$241K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
259+ 0.2% |
$9.26K - $10.9K
|
131K
$5.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
257+ 34.5% |
$9.19K - $10.9K
|
1K
$45.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
242+ 2.7% |
$8.66K - $10.2K
|
9.19K
$417K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
230+ 2.62% |
$8.23K - $9.72K
|
9K
$408K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
212+ 0.21% |
$7.58K - $8.96K
|
103K
$4.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
211New |
$7.55K - $8.92K
|
211
$9.56K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
190+ 0.14% |
$6.8K - $8.03K
|
139K
$6.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 42.22% |
$6.8K - $8.03K
|
640
$29K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
144+ 2.77% |
$5.15K - $6.09K
|
5.35K
$242K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
131+ 0.37% |
$4.69K - $5.54K
|
35.4K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
123+ 1.39% |
$4.4K - $5.2K
|
8.95K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 1.41% |
$3.51K - $4.14K
|
7.06K
$320K
|
|
|
Jul 25, 2025
Q2 2025
|
Welch Group, LLC
|
BUY
|
- |
91+ 0.99% |
$3.26K - $3.85K
|
9.27K
$420K
|
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
88+ 0.27% |
$3.15K - $3.72K
|
32.3K
$1.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
81+ 0.04% |
$2.9K - $3.42K
|
222K
$10M
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
65+ 108.33% |
$2.33K - $2.75K
|
125
$5.66K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 0.54% |
$2.11K - $2.49K
|
10.9K
$494K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
47+ 0.32% |
$1.68K - $1.99K
|
14.8K
$672K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
46+ 0.58% |
$1.65K - $1.94K
|
7.95K
$360K
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40+ 0.4% |
$1.43K - $1.69K
|
10K
$454K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.42% |
$1.36K - $1.61K
|
9.15K
$414K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
38+ 0.39% |
$1.36K - $1.61K
|
9.76K
$442K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
34+ 0.43% |
$1.22K - $1.44K
|
7.99K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.06% |
$1.18K - $1.39K
|
57.7K
$2.62M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.41% |
$1.11K - $1.31K
|
7.57K
$343K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
28+ 0.41% |
$1K - $1.18K
|
6.79K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
25New |
$894 - $1.06K
|
25
$1.13K
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
23+ 0.42% |
$823 - $972
|
5.47K
$248K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.22% |
$823 - $972
|
10.4K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
17+ 0.37% |
$608 - $719
|
4.61K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
17+ 0.28% |
$608 - $719
|
6.08K
$276K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
16+ 0.43% |
$572 - $676
|
3.7K
$168K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.44% |
$537 - $634
|
3.42K
$155K
|
|
|
Aug 04, 2025
Q2 2025
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
14+ 0.15% |
$501 - $592
|
9.22K
$418K
|