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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.71K- 0.22% |
$61.2K - $72.3K
|
761K
$34.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.72K- 12.86% |
$61.4K - $72.6K
|
11.6K
$527K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.76K- 1.58% |
$62.9K - $74.4K
|
109K
$4.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.76K- 63.58% |
$63K - $74.4K
|
1.01K
$45.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.15K- 13.88% |
$76.8K - $90.8K
|
13.3K
$604K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.21K- 8.79% |
$78.9K - $93.2K
|
22.9K
$1.04M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.21K- 14.83% |
$79.1K - $93.4K
|
12.7K
$575K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.26K- 18.12% |
$80.8K - $95.5K
|
10.2K
$463K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.4K- 5.03% |
$85.7K - $101K
|
45.2K
$2.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.5K- 4.72% |
$89.5K - $106K
|
50.5K
$2.29M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.73K- 1.36% |
$97.7K - $115K
|
198K
$8.99M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.06K- 24.41% |
$109K - $129K
|
9.48K
$430K
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.17K- 18.08% |
$113K - $134K
|
14.4K
$651K
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.25K- 1.6% |
$116K - $138K
|
201K
$9.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-3.33K- 8.93% |
$119K - $141K
|
34K
$1.54M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.36K- 21.96% |
$120K - $142K
|
11.9K
$541K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.37K- 1.53% |
$120K - $142K
|
216K
$9.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.63K- 9.15% |
$130K - $153K
|
36K
$1.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.9K- 3.76% |
$140K - $165K
|
99.9K
$4.53M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.91K- 13.36% |
$140K - $165K
|
25.3K
$1.15M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.91K- 13.36% |
$140K - $165K
|
25.3K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.97K- 1.14% |
$142K - $168K
|
344K
$15.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4K- 1.21% |
$143K - $169K
|
326K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.6K- 13.11% |
$165K - $194K
|
30.5K
$1.38M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.73K- 16.79% |
$169K - $200K
|
23.5K
$1.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.75K- 21.5% |
$170K - $201K
|
17.3K
$786K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.87K- 13.02% |
$174K - $206K
|
32.5K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-4.9K- 31.88% |
$175K - $207K
|
10.5K
$474K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-5.15K- 0.74% |
$184K - $218K
|
686K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.95K- 0.44% |
$213K - $252K
|
1.34M
$60.6M
|
|
|
Jul 24, 2025
Q2 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-6K- 34.01% |
$215K - $254K
|
11.6K
$527K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-6.23K- 1.91% |
$223K - $263K
|
320K
$14.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.32K- 0.79% |
$226K - $267K
|
791K
$35.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-6.55K- 2.25% |
$234K - $277K
|
285K
$12.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-6.82K- 12.86% |
$244K - $288K
|
46.2K
$2.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.99K- 8.93% |
$250K - $295K
|
71.2K
$3.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.12K- 1.65% |
$255K - $301K
|
425K
$19.2M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-7.47K- 37.13% |
$267K - $316K
|
12.7K
$573K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.94K- 54.55% |
$284K - $336K
|
6.62K
$300K
|
|
|
Jul 31, 2025
Q2 2025
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-9.36K- 5.02% |
$335K - $396K
|
177K
$8.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-9.54K- 12.03% |
$341K - $403K
|
69.7K
$3.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-9.54K- 3.64% |
$341K - $403K
|
252K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-9.77K- 47.75% |
$350K - $413K
|
10.7K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-9.93K- 1.43% |
$355K - $420K
|
683K
$30.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-9.96K- 4.02% |
$356K - $421K
|
238K
$10.8M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-10.3K- 11.07% |
$367K - $433K
|
82.4K
$3.73M
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-10.5K- 37.55% |
$376K - $444K
|
17.5K
$792K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.2K- 16.61% |
$401K - $474K
|
56.3K
$2.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-11.7K- 1.39% |
$419K - $496K
|
834K
$37.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-12K- 1.55% |
$430K - $509K
|
763K
$34.6M
|