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 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-48- 0.34% |
$2.22K - $2.76K
|
14.1K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56- 0.52% |
$2.59K - $3.22K
|
10.8K
$668K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-78- 78.0% |
$3.61K - $4.49K
|
22
$1.36K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-83- 2.06% |
$3.84K - $4.77K
|
3.95K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-93- 15.4% |
$4.3K - $5.35K
|
511
$31.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-106- 25.24% |
$4.9K - $6.1K
|
314
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-120- 31.91% |
$5.55K - $6.9K
|
256
$15.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-133- 2.65% |
$6.15K - $7.65K
|
4.89K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-134- 0.56% |
$6.19K - $7.71K
|
23.6K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-134- 0.2% |
$6.19K - $7.71K
|
68.4K
$4.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-168- 1.41% |
$7.76K - $9.66K
|
11.8K
$727K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-200- 3.62% |
$9.24K - $11.5K
|
5.33K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-218- 1.32% |
$10.1K - $12.5K
|
16.4K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-218- 5.01% |
$10.1K - $12.5K
|
4.13K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-228- 2.8% |
$10.5K - $13.1K
|
7.92K
$489K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-260- 2.04% |
$12K - $15K
|
12.5K
$772K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-353- 80.96% |
$16.3K - $20.3K
|
83
$5.13K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-364- 4.82% |
$16.8K - $20.9K
|
7.19K
$444K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-420- 47.46% |
$19.4K - $24.2K
|
465
$28.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-628- 0.76% |
$29K - $36.1K
|
82.3K
$5.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-679- 16.29% |
$31.4K - $39K
|
3.49K
$216K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-886- 7.52% |
$41K - $51K
|
10.9K
$674K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.07K- 23.07% |
$49.2K - $61.2K
|
3.55K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.11K- 9.53% |
$51.3K - $63.8K
|
10.5K
$651K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.11K- 15.0% |
$51.5K - $64.1K
|
6.31K
$390K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.12K- 11.54% |
$51.6K - $64.2K
|
8.56K
$529K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.14K- 7.67% |
$52.7K - $65.6K
|
13.7K
$849K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.32K- 9.79% |
$61.2K - $76.1K
|
12.2K
$754K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.45K- 29.15% |
$67K - $83.3K
|
3.52K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.46K- 13.8% |
$67.6K - $84.1K
|
9.13K
$564K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.47K- 12.19% |
$68K - $84.6K
|
10.6K
$655K
|
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.63K- 9.67% |
$75.3K - $93.7K
|
15.2K
$941K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.78K- 3.83% |
$82.5K - $103K
|
44.7K
$2.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.86K- 2.78% |
$85.8K - $107K
|
65K
$4.02M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.89K- 79.02% |
$87.4K - $109K
|
502
$31K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.9K- 8.55% |
$87.7K - $109K
|
20.3K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 3.83% |
$122K - $152K
|
66.4K
$4.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.95K- 9.76% |
$136K - $170K
|
27.3K
$1.69M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3.04K- 76.24% |
$140K - $175K
|
946
$58.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.09K- 4.64% |
$143K - $178K
|
63.5K
$3.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.3K- 2.16% |
$152K - $190K
|
149K
$9.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.96K- 14.03% |
$183K - $228K
|
24.2K
$1.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.1K- 7.62% |
$190K - $236K
|
49.7K
$3.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.15K- 5.25% |
$238K - $296K
|
92.9K
$5.74M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.28K- 5.9% |
$244K - $304K
|
84.3K
$5.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.36K- 4.16% |
$294K - $366K
|
147K
$9.06M
|
|
|
Aug 12, 2025
Q2 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-6.88K- 20.34% |
$318K - $396K
|
26.9K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.39K- 7.05% |
$388K - $482K
|
111K
$6.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-10.8K- 2.71% |
$499K - $621K
|
387K
$23.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.8K- 22.37% |
$639K - $795K
|
48K
$2.97M
|