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 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-234- 0.6% |
$8.37K - $9.89K
|
39K
$1.77M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-235- 0.98% |
$8.41K - $9.93K
|
23.8K
$1.08M
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-238- 40.82% |
$8.51K - $10.1K
|
345
$15.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-240- 4.03% |
$8.58K - $10.1K
|
5.71K
$259K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-248- 0.49% |
$8.87K - $10.5K
|
49.9K
$2.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-249- 0.21% |
$8.91K - $10.5K
|
116K
$5.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-250- 0.8% |
$8.94K - $10.6K
|
31K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-303- 0.95% |
$10.8K - $12.8K
|
31.6K
$1.43M
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-307- 2.49% |
$11K - $13K
|
12K
$544K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-308- 0.36% |
$11K - $13K
|
86.2K
$3.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-308- 0.84% |
$11K - $13K
|
36.4K
$1.65M
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-329- 0.84% |
$11.8K - $13.9K
|
39K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-335- 2.17% |
$12K - $14.2K
|
15.1K
$685K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-360- 4.01% |
$12.9K - $15.2K
|
8.62K
$391K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-368- 17.84% |
$13.2K - $15.6K
|
1.7K
$76.8K
|
|
|
Jul 30, 2025
Q2 2025
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-394- 1.55% |
$14.1K - $16.7K
|
25K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-399- 0.65% |
$14.3K - $16.9K
|
61.4K
$2.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-411- 14.81% |
$14.7K - $17.4K
|
2.37K
$107K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-430- 7.9% |
$15.4K - $18.2K
|
5.01K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-503- 2.82% |
$18K - $21.3K
|
17.3K
$786K
|
|
|
Aug 13, 2025
Q2 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-570- 5.01% |
$20.4K - $24.1K
|
10.8K
$490K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-577- 4.26% |
$20.6K - $24.4K
|
13K
$587K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-585- 1.95% |
$20.9K - $24.7K
|
29.5K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-602- 1.99% |
$21.5K - $25.4K
|
29.6K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-611- 0.68% |
$21.9K - $25.8K
|
89.6K
$4.06M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-615- 18.36% |
$22K - $26K
|
2.74K
$124K
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-747- 0.65% |
$26.7K - $31.6K
|
113K
$5.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-777- 3.96% |
$27.8K - $32.8K
|
18.8K
$853K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-800- 7.97% |
$28.6K - $33.8K
|
9.24K
$418K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-820- 11.18% |
$29.3K - $34.7K
|
6.52K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-839- 4.69% |
$30K - $35.5K
|
17K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-850- 11.75% |
$30.4K - $35.9K
|
6.39K
$289K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-955- 5.2% |
$34.2K - $40.4K
|
17.4K
$788K
|
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-979- 9.8% |
$35K - $41.4K
|
9.02K
$408K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1K- 9.79% |
$35.8K - $42.3K
|
9.22K
$418K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1K- 9.7% |
$35.8K - $42.3K
|
9.31K
$422K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.03K- 0.17% |
$36.8K - $43.5K
|
619K
$28.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.07K- 4.3% |
$38.1K - $45K
|
23.7K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.1K- 12.76% |
$39.2K - $46.3K
|
7.49K
$339K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.15K- 6.13% |
$41.1K - $48.6K
|
17.6K
$797K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.16K- 0.52% |
$41.4K - $48.9K
|
221K
$10M
|
|
|
Oct 28, 2025
Q2 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.21K- 8.15% |
$43.1K - $50.9K
|
13.6K
$616K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-1.21K- 0.71% |
$43.3K - $51.1K
|
169K
$7.65M
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-1.25K- 15.13% |
$44.6K - $52.7K
|
6.99K
$317K
|
|
|
Aug 07, 2025
Q2 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.27K- 1.84% |
$45.4K - $53.6K
|
67.6K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.38K- 1.63% |
$49.2K - $58.1K
|
82.7K
$3.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-1.45K- 0.85% |
$51.8K - $61.2K
|
169K
$7.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.54K- 0.82% |
$55.2K - $65.3K
|
186K
$8.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.62K- 4.07% |
$58.1K - $68.6K
|
38.3K
$1.73M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.62K- 6.8% |
$58.1K - $68.6K
|
22.2K
$1.01M
|