Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PSI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PSI) 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 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
24New |
$943 - $1.45K
|
24
$1.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7- 0.13% |
$275 - $422
|
5.45K
$400K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-20- 0.45% |
$786 - $1.21K
|
4.41K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-20- 28.57% |
$786 - $1.21K
|
50
$3.67K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-35Closed |
$1.38K - $2.11K
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-48- 1.92% |
$1.89K - $2.89K
|
2.46K
$180K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-50- 21.74% |
$1.96K - $3.02K
|
180
$13.2K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 5.9% |
$2.36K - $3.62K
|
957
$70.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-147- 1.56% |
$5.78K - $8.87K
|
9.28K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-190- 2.31% |
$7.47K - $11.5K
|
8.05K
$591K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-285- 3.26% |
$11.2K - $17.2K
|
8.45K
$620K
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-309- 1.95% |
$12.1K - $18.6K
|
15.5K
$1.14M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-403- 45.54% |
$15.8K - $24.3K
|
482
$35.4K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-480- 8.78% |
$18.9K - $28.9K
|
4.99K
$366K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-499- 9.68% |
$19.6K - $30.1K
|
4.66K
$342K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-669- 6.05% |
$26.3K - $40.3K
|
10.4K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-763- 10.02% |
$30K - $46K
|
6.85K
$503K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-930- 4.92% |
$36.5K - $56.1K
|
18K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19K- 0.63% |
$46.7K - $71.7K
|
189K
$13.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1.19K- 8.38% |
$46.9K - $71.9K
|
13K
$958K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.6K- 29.98% |
$62.7K - $96.2K
|
3.73K
$273K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.64K- 23.96% |
$64.3K - $98.7K
|
5.2K
$381K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.08K- 18.66% |
$81.8K - $126K
|
9.07K
$666K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.7K- 5.22% |
$106K - $163K
|
48.9K
$3.59M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 4.04% |
$109K - $167K
|
65.8K
$4.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.45K- 1.77% |
$175K - $269K
|
247K
$18.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-5.22K- 51.01% |
$205K - $315K
|
5.01K
$368K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.08K- 6.0% |
$239K - $367K
|
95.1K
$6.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.19K- 47.79% |
$283K - $434K
|
7.86K
$577K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.7K- 49.14% |
$460K - $707K
|
12.1K
$891K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.8K- 7.71% |
$465K - $714K
|
142K
$10.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.3K- 56.13% |
$482K - $740K
|
9.59K
$704K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.6K- 18.21% |
$653K - $1M
|
74.7K
$5.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-18K- 33.78% |
$706K - $1.08M
|
35.2K
$2.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.7K- 23.7% |
$736K - $1.13M
|
60.3K
$4.43M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-19.8K- 16.58% |
$780K - $1.2M
|
99.9K
$7.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-35.1K- 29.05% |
$1.38M - $2.12M
|
85.8K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-36.9K- 21.15% |
$1.45M - $2.23M
|
138K
$10.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-261K- 43.78% |
$10.3M - $15.8M
|
335K
$24.6M
|