Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PTF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PTF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-154- 3.07% |
$8.77K - $11.9K
|
4.87K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-223- 0.2% |
$12.7K - $17.2K
|
110K
$7M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-233- 5.2% |
$13.3K - $18K
|
4.25K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-320- 1.37% |
$18.2K - $24.7K
|
23.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-400- 6.61% |
$22.8K - $30.9K
|
5.65K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414Closed |
$23.6K - $31.9K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-505- 2.4% |
$28.8K - $39K
|
20.5K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-514- 10.79% |
$29.3K - $39.6K
|
4.25K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-685- 6.07% |
$39K - $52.8K
|
10.6K
$677K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.09K- 7.38% |
$62K - $84K
|
13.7K
$874K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.4K- 5.37% |
$79.8K - $108K
|
24.7K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-2.05K- 35.16% |
$117K - $158K
|
3.78K
$242K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.19K- 32.46% |
$182K - $246K
|
6.65K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.65K- 37.63% |
$208K - $281K
|
6.04K
$386K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.96K- 15.37% |
$225K - $305K
|
21.8K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.13K- 97.57% |
$235K - $318K
|
103
$6.59K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.55K- 7.3% |
$259K - $351K
|
57.7K
$3.69M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.81K- 0.77% |
$274K - $371K
|
622K
$39.8M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.55K- 5.7% |
$430K - $583K
|
125K
$8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.24K- 3.73% |
$527K - $713K
|
239K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-14.7K- 43.04% |
$836K - $1.13M
|
19.4K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.2K- 15.06% |
$1.04M - $1.4M
|
103K
$6.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.3K- 49.99% |
$1.33M - $1.8M
|
23.3K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-35.4K- 11.81% |
$2.02M - $2.73M
|
264K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-39.9K- 26.82% |
$2.27M - $3.08M
|
109K
$6.96M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.8K- 10.03% |
$2.72M - $3.69M
|
429K
$27.4M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-52.2K- 59.1% |
$2.97M - $4.03M
|
36.1K
$2.31M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-75K- 44.72% |
$4.27M - $5.79M
|
92.7K
$5.93M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-133K- 81.66% |
$7.6M - $10.3M
|
30K
$1.92M
|