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 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.23KNew |
$56.8K - $70.7K
|
1.23K
$76K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.18K+ 4.41% |
$54.5K - $67.9K
|
28K
$1.73M
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1.14KNew |
$52.6K - $65.4K
|
1.14K
$70.3K
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07KNew |
$49.6K - $61.7K
|
1.07K
$66.3K
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.07K+ 1.65% |
$49.6K - $61.7K
|
66.1K
$4.09M
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
852+ 1.29% |
$39.4K - $49K
|
66.9K
$4.14M
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
807+ 2.94% |
$37.3K - $46.4K
|
28.3K
$1.75M
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
800+ 161.94% |
$37K - $46K
|
1.29K
$80K
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
783+ 5.01% |
$36.2K - $45K
|
16.4K
$1.01M
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
770New |
$35.6K - $44.3K
|
770
$47.6K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
663+ 0.87% |
$30.6K - $38.1K
|
76.9K
$4.76M
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
619+ 7.78% |
$28.6K - $35.6K
|
8.57K
$530K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
595+ 2.9% |
$27.5K - $34.2K
|
21.1K
$1.31M
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
BUY
|
- |
569+ 5.7% |
$26.3K - $32.7K
|
10.6K
$652K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
450+ 103.93% |
$20.8K - $25.9K
|
883
$54.6K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
414+ 13.21% |
$19.1K - $23.8K
|
3.55K
$219K
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
385+ 1.84% |
$17.8K - $22.1K
|
21.3K
$1.32M
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
384+ 6.51% |
$17.7K - $22.1K
|
6.28K
$388K
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
316+ 0.8% |
$14.6K - $18.2K
|
39.6K
$2.45M
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
311New |
$14.4K - $17.9K
|
311
$19.2K
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
286+ 1.81% |
$13.2K - $16.4K
|
16.1K
$993K
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
262+ 113.91% |
$12.1K - $15.1K
|
492
$30.4K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
221+ 1.0% |
$10.2K - $12.7K
|
22.4K
$1.38M
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
204New |
$9.43K - $11.7K
|
204
$12.6K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
201+ 6.18% |
$9.29K - $11.6K
|
3.46K
$214K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
172+ 10.31% |
$7.95K - $9.89K
|
1.84K
$114K
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
154New |
$7.12K - $8.86K
|
154
$9.52K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120+ 0.16% |
$5.55K - $6.9K
|
74.9K
$4.63M
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
114New |
$5.27K - $6.56K
|
114
$7.05K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
113New |
$5.22K - $6.5K
|
113
$6.98K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 3.88% |
$4.62K - $5.75K
|
2.68K
$166K
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
80+ 0.54% |
$3.7K - $4.6K
|
15K
$929K
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
49+ 1.79% |
$2.26K - $2.82K
|
2.79K
$173K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16+ 0.22% |
$740 - $920
|
7.31K
$452K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
8+ 2.65% |
$370 - $460
|
310
$19.2K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.64% |
$324 - $403
|
1.1K
$67.9K
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6+ 0.84% |
$277 - $345
|
721
$44.6K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4+ 0.39% |
$185 - $230
|
1.03K
$63.7K
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 1.49% |
$139 - $173
|
205
$12.7K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
3+ 1.28% |
$139 - $173
|
238
$14.7K
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.2 - $57.5
|
6.37K
$393K
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 20.0% |
$46.2 - $57.5
|
4
$247
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12- 0.44% |
$555 - $690
|
2.73K
$169K
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-15- 3.18% |
$693 - $863
|
457
$28.2K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-43- 27.74% |
$1.99K - $2.47K
|
112
$6.92K
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-44- 0.14% |
$2.03K - $2.53K
|
31.1K
$1.92M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-44- 1.02% |
$2.03K - $2.53K
|
4.28K
$265K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48- 0.52% |
$2.22K - $2.76K
|
9.16K
$566K
|