Purchases and Sales Made in Q3 2025 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.1K+ 28.14% |
$298K - $302K
|
55K
$1.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.09K+ 17.03% |
$76.2K - $77.1K
|
21.2K
$526K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
190+ 1.63% |
$4.69K - $4.74K
|
11.9K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
49+ 0.12% |
$1.21K - $1.22K
|
40.1K
$994K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-528- 6.15% |
$13K - $13.2K
|
8.06K
$200K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.9K- 17.42% |
$46.8K - $47.4K
|
9K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.5K- 21.2% |
$334K - $338K
|
50.3K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-16.6K- 57.86% |
$410K - $415K
|
12.1K
$300K
|