Purchases and Sales Made in Q2 2025 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.77MNew |
$81.7M - $102M
|
1.77M
$105M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
85.8KNew |
$3.97M - $4.94M
|
85.8K
$5.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
83.7KNew |
$3.87M - $4.81M
|
83.7K
$4.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
38.2K+ 158.32% |
$1.77M - $2.2M
|
62.4K
$3.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
36.9K+ 10.81% |
$1.7M - $2.12M
|
378K
$22.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.2K+ 55.61% |
$934K - $1.16M
|
56.5K
$3.35M
|
|
|
Jul 28, 2025
Q2 2025
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 6.97% |
$700K - $871K
|
233K
$13.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
9.28K+ 381.74% |
$429K - $534K
|
11.7K
$695K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.05K+ 134.09% |
$372K - $463K
|
14.1K
$834K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.69KNew |
$263K - $327K
|
5.69K
$338K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.41K+ 93.63% |
$250K - $311K
|
11.2K
$663K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.71KNew |
$218K - $271K
|
4.71K
$280K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
4.5KNew |
$208K - $259K
|
4.5K
$267K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.43K+ 2.65% |
$205K - $255K
|
172K
$10.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$193K - $241K
|
4.18K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
4.07K+ 63.34% |
$188K - $234K
|
10.5K
$623K
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.84KNew |
$177K - $221K
|
3.84K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.81KNew |
$176K - $219K
|
3.81K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Cutler Investment Counsel LLC
|
BUY
|
- |
3.7KNew |
$171K - $212K
|
3.7K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
3.57KNew |
$165K - $205K
|
3.57K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
3.5KNew |
$162K - $201K
|
3.5K
$208K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.39K+ 51.4% |
$157K - $195K
|
9.98K
$592K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.11K+ 0.86% |
$144K - $179K
|
366K
$21.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.99K+ 46.1% |
$138K - $172K
|
9.49K
$563K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.58K+ 3.78% |
$119K - $149K
|
70.9K
$4.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.1K+ 39.73% |
$96.8K - $120K
|
7.37K
$437K
|
|
|
Aug 01, 2025
Q2 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.62K+ 4.71% |
$74.8K - $93.1K
|
36K
$2.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 8.43% |
$68.9K - $85.7K
|
19.2K
$1.14M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23KNew |
$56.8K - $70.7K
|
1.23K
$72.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.14KNew |
$52.6K - $65.4K
|
1.14K
$67.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07KNew |
$49.6K - $61.7K
|
1.07K
$63.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
852+ 1.29% |
$39.4K - $49K
|
66.9K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
807+ 2.94% |
$37.3K - $46.4K
|
28.3K
$1.68M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
800+ 161.94% |
$37K - $46K
|
1.29K
$76.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
783+ 5.01% |
$36.2K - $45K
|
16.4K
$973K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
663+ 0.87% |
$30.6K - $38.1K
|
76.9K
$4.56M
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
619+ 7.78% |
$28.6K - $35.6K
|
8.57K
$509K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
450+ 103.93% |
$20.8K - $25.9K
|
883
$52.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
414+ 13.21% |
$19.1K - $23.8K
|
3.55K
$211K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
385+ 1.84% |
$17.8K - $22.1K
|
21.3K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
316+ 0.8% |
$14.6K - $18.2K
|
39.6K
$2.35M
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
311New |
$14.4K - $17.9K
|
311
$18.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
262+ 113.91% |
$12.1K - $15.1K
|
492
$29.2K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
221+ 1.0% |
$10.2K - $12.7K
|
22.4K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
201+ 6.18% |
$9.29K - $11.6K
|
3.46K
$205K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
172+ 10.31% |
$7.95K - $9.89K
|
1.84K
$109K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
154New |
$7.12K - $8.86K
|
154
$9.14K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120+ 0.16% |
$5.55K - $6.9K
|
74.9K
$4.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
113New |
$5.22K - $6.5K
|
113
$6.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 3.88% |
$4.62K - $5.75K
|
2.68K
$159K
|