Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PDP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PDP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.21K+ 7.22% |
$556K - $675K
|
92.2K
$10.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
4.05KNew |
$362K - $440K
|
4.05K
$453K
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.32K+ 37.31% |
$297K - $361K
|
12.2K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2.84K+ 4.01% |
$254K - $308K
|
73.6K
$8.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
2KNew |
$179K - $217K
|
2K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.95K+ 1.11% |
$175K - $212K
|
179K
$20M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.91KNew |
$171K - $207K
|
1.91K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.78KNew |
$159K - $193K
|
1.78K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.76K+ 292.83% |
$157K - $191K
|
2.36K
$264K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
1.69K+ 20.74% |
$151K - $184K
|
9.86K
$1.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.61K+ 20.07% |
$144K - $175K
|
9.62K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$94.2K - $114K
|
1.05K
$118K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
942+ 6.15% |
$84.3K - $102K
|
16.3K
$1.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
519+ 10.94% |
$46.4K - $56.4K
|
5.27K
$589K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 2.28% |
$36.6K - $44.4K
|
18.4K
$2.05M
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
403+ 7.28% |
$36K - $43.8K
|
5.94K
$664K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
370+ 8.37% |
$33.1K - $40.2K
|
4.79K
$536K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
350+ 3.03% |
$31.3K - $38K
|
11.9K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
245New |
$21.9K - $26.6K
|
245
$27.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
220New |
$19.7K - $23.9K
|
220
$24.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
201+ 0.77% |
$18K - $21.8K
|
26.3K
$2.94M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
134New |
$12K - $14.6K
|
134
$15K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
130+ 0.13% |
$11.6K - $14.1K
|
101K
$11.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
129+ 1.77% |
$11.5K - $14K
|
7.42K
$829K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
87+ 1.18% |
$7.78K - $9.45K
|
7.44K
$831K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
50+ 1.74% |
$4.47K - $5.43K
|
2.93K
$327K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
29+ 1.1% |
$2.59K - $3.15K
|
2.67K
$299K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.03% |
$268 - $326
|
10.2K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
3+ 0.05% |
$268 - $326
|
6.55K
$733K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2+ 0.04% |
$179 - $217
|
5.16K
$577K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$89.4 - $109
|
4.93K
$551K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.16% |
$89.4 - $109
|
631
$70.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.05% |
$89.4 - $109
|
2.07K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-7- 0.2% |
$626 - $760
|
3.48K
$389K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8- 0.24% |
$716 - $869
|
3.38K
$378K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-57- 1.52% |
$5.1K - $6.19K
|
3.68K
$412K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62- 0.17% |
$5.55K - $6.73K
|
36.5K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-67- 6.63% |
$5.99K - $7.28K
|
943
$105K
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-70- 0.32% |
$6.26K - $7.6K
|
21.9K
$2.45M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-85- 4.88% |
$7.6K - $9.23K
|
1.66K
$185K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92- 0.05% |
$8.23K - $9.99K
|
181K
$20.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-100- 3.1% |
$8.94K - $10.9K
|
3.13K
$350K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-116- 2.08% |
$10.4K - $12.6K
|
5.47K
$612K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-141- 0.49% |
$12.6K - $15.3K
|
28.6K
$3.19M
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-219- 1.29% |
$19.6K - $23.8K
|
16.8K
$1.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-246- 7.01% |
$22K - $26.7K
|
3.26K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-271- 4.54% |
$24.2K - $29.4K
|
5.7K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-335- 0.92% |
$30K - $36.4K
|
36K
$4.03M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-349- 13.0% |
$31.2K - $37.9K
|
2.34K
$261K
|