Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
1.56MNew |
$65.4M - $70.4M
|
1.56M
$70.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
140K+ 7.63% |
$5.87M - $6.32M
|
1.97M
$89.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
56.2K+ 1606.49% |
$2.36M - $2.54M
|
59.7K
$2.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.2K+ 1.89% |
$2.24M - $2.41M
|
2.86M
$130M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
49.6K+ 10.18% |
$2.09M - $2.24M
|
537K
$24.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
43.5K+ 2.09% |
$1.83M - $1.97M
|
2.12M
$96.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$1.76M - $1.89M
|
41.9K
$1.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
36.6K+ 10.64% |
$1.54M - $1.66M
|
381K
$17.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
25.4K+ 20.98% |
$1.07M - $1.15M
|
146K
$6.63M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.3K+ 0.94% |
$1.06M - $1.14M
|
2.72M
$123M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
21.7K+ 13.32% |
$913K - $983K
|
185K
$8.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
16.7K+ 50.85% |
$702K - $755K
|
49.5K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16.1KNew |
$678K - $729K
|
16.1K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
15.5K+ 2.95% |
$651K - $701K
|
541K
$24.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
14.1K+ 2.52% |
$594K - $639K
|
574K
$26M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
14.1KNew |
$592K - $637K
|
14.1K
$638K
|
|
|
Nov 05, 2025
Q3 2025
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
11.2K+ 67.72% |
$470K - $506K
|
27.7K
$1.26M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.9K+ 5.98% |
$459K - $494K
|
194K
$8.78M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.69K+ 0.16% |
$323K - $348K
|
4.73M
$214M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.5KNew |
$315K - $339K
|
7.5K
$340K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
6.98KNew |
$293K - $315K
|
6.98K
$316K
|
|
|
Oct 31, 2025
Q3 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.14K+ 535.57% |
$258K - $278K
|
7.29K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.63KNew |
$237K - $255K
|
5.63K
$255K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
5.17K+ 1.91% |
$217K - $234K
|
276K
$12.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.87KNew |
$205K - $220K
|
4.87K
$221K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.72KNew |
$198K - $213K
|
4.72K
$214K
|
|
|
Oct 06, 2025
Q3 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.66KNew |
$196K - $211K
|
4.66K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
4.58KNew |
$192K - $207K
|
4.58K
$207K
|
|
|
Nov 03, 2025
Q3 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.57KNew |
$192K - $207K
|
4.57K
$207K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
4.55KNew |
$191K - $206K
|
4.55K
$206K
|
|
|
Oct 31, 2025
Q3 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
4.47KNew |
$188K - $202K
|
4.47K
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
4.42K+ 1.45% |
$186K - $200K
|
309K
$14M
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
3.7K+ 66.97% |
$156K - $167K
|
9.23K
$418K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.93K+ 7.63% |
$123K - $132K
|
41.3K
$1.87M
|
|
|
Nov 04, 2025
Q3 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.61K+ 1.22% |
$110K - $118K
|
217K
$9.83M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.56K+ 3.59% |
$108K - $116K
|
73.8K
$3.34M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.37K+ 161.98% |
$99.8K - $107K
|
3.84K
$174K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.14K+ 1.8% |
$90K - $96.8K
|
121K
$5.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Davidson Trust CO
|
BUY
|
- |
2.04K+ 18.34% |
$85.8K - $92.3K
|
13.2K
$596K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77K+ 62.44% |
$74.4K - $80K
|
4.6K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.69K+ 27.93% |
$71K - $76.4K
|
7.74K
$351K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.68K+ 5.15% |
$70.4K - $75.8K
|
34.2K
$1.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 17.71% |
$64.1K - $69K
|
10.1K
$459K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.27KNew |
$53.2K - $57.2K
|
1.27K
$57.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.26KNew |
$52.8K - $56.8K
|
1.26K
$56.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12K+ 0.6% |
$47.1K - $50.7K
|
187K
$8.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.02K+ 10.39% |
$42.7K - $45.9K
|
10.8K
$488K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
694+ 2.04% |
$29.2K - $31.4K
|
34.7K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
642+ 12.95% |
$27K - $29K
|
5.6K
$254K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
626+ 12.7% |
$26.3K - $28.3K
|
5.55K
$252K
|