Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PUI)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PUI) 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 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.7K+ 60.64% |
$1.03M - $1.11M
|
70.8K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.6KNew |
$637K - $688K
|
16.6K
$687K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.36K+ 47.11% |
$321K - $347K
|
26.1K
$1.08M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.24K+ 883.07% |
$317K - $342K
|
9.17K
$380K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.19KNew |
$315K - $340K
|
8.19K
$339K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.77K+ 197.38% |
$145K - $156K
|
5.67K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.73K+ 52.12% |
$105K - $113K
|
7.96K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.38KNew |
$52.9K - $57.1K
|
1.38K
$57K
|
|
|
May 09, 2025
Q1 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
550+ 1.27% |
$21.1K - $22.8K
|
43.8K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 56.04% |
$1.96K - $2.12K
|
142
$5.88K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.16% |
$1.04K - $1.12K
|
17K
$704K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22+ 0.29% |
$846 - $913
|
7.6K
$315K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15+ 0.24% |
$577 - $623
|
6.23K
$258K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.61% |
$115 - $125
|
493
$20.4K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.71% |
$38.4 - $41.5
|
141
$5.84K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 6.06% |
$308 - $332
|
124
$5.13K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-83- 0.69% |
$3.19K - $3.44K
|
11.9K
$493K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-259- 10.25% |
$9.96K - $10.7K
|
2.27K
$93.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-296- 49.92% |
$11.4K - $12.3K
|
297
$12.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 42.86% |
$11.5K - $12.5K
|
400
$16.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-664- 10.95% |
$25.5K - $27.6K
|
5.4K
$224K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-943- 29.1% |
$36.2K - $39.1K
|
2.3K
$95.2K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.5K- 40.43% |
$134K - $145K
|
5.15K
$213K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-7.53K- 88.97% |
$289K - $312K
|
933
$38.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-13.4K- 47.0% |
$514K - $555K
|
15.1K
$625K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-145K- 62.07% |
$5.57M - $6.02M
|
88.6K
$3.67M
|