Latest Institutional Transactions on Invesco ETF Tr Ii Fundamental (PFIG)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii Fundamental (PFIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
30.1K+ 23.71% |
$705K - $723K
|
157K
$3.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-909- 1.31% |
$21.3K - $21.9K
|
68.3K
$1.64M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.58K+ 10.24% |
$84K - $86.2K
|
38.6K
$925K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50.6K+ 14107.8% |
$1.18M - $1.21M
|
51K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66K+ 3.86% |
$85.3K - $87.5K
|
98.5K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.69K- 4.26% |
$39.2K - $40.3K
|
37.9K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.99K+ 212.08% |
$163K - $167K
|
10.3K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.78K- 14.88% |
$64.6K - $66.3K
|
15.9K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.04K+ 6.88% |
$24.2K - $24.8K
|
16.1K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.9K- 36.44% |
$301K - $309K
|
22.5K
$540K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.5K+ 300.0% |
$34.9K - $35.9K
|
2K
$48K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.27K+ 27.23% |
$76K - $78K
|
15.3K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-7.67K- 4.47% |
$179K - $183K
|
164K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.06K+ 5.33% |
$24.7K - $25.3K
|
20.9K
$502K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$619K - $636K
|
26.6K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-33.3K- 17.89% |
$774K - $795K
|
153K
$3.66M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.84K+ 5.47% |
$89.5K - $91.8K
|
74.1K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$23.3 - $23.9
|
1
$24
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-519- 48.73% |
$12.1K - $12.4K
|
546
$13.1K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7+ 1.29% |
$163 - $167
|
550
$13.2K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 68.49% |
$23.3K - $23.9K
|
460
$11K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.1K+ 13.54% |
$887K - $910K
|
319K
$7.66M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-363- 3.62% |
$8.45K - $8.68K
|
9.66K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.34K- 10.35% |
$31.2K - $32K
|
11.6K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-3.87K- 18.34% |
$90.1K - $92.4K
|
17.2K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
5.81K+ 24.43% |
$135K - $139K
|
29.6K
$709K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
61.8KNew |
$1.45M - $1.5M
|
61.8K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
97New |
$2.27K - $2.35K
|
97
$2.33K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.95KNew |
$186K - $192K
|
7.95K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 2.5% |
$23.4 - $24.2
|
41
$984
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.38KNew |
$55.7K - $57.6K
|
2.38K
$57.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
562New |
$13.2K - $13.6K
|
562
$13.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-156- 1.73% |
$3.63K - $3.79K
|
8.85K
$212K
|
|
| Q2 2024 | |||||||
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
108New |
$2.48K - $2.54K
|
108
$2.59K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
20.9K+ 233.91% |
$480K - $491K
|
29.8K
$715K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
131+ 187.14% |
$3.01K - $3.08K
|
201
$4.82K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
70+ 38.67% |
$1.63K - $1.66K
|
251
$6.02K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-188- 1.74% |
$4.37K - $4.47K
|
10.6K
$255K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.53K- 13.54% |
$35.6K - $36.4K
|
9.78K
$235K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
320New |
$7.12K - $7.6K
|
320
$7.68K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27.1K- 98.3% |
$611K - $631K
|
468
$11.2K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-23K- 73.02% |
$518K - $536K
|
8.5K
$204K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-902- 3.33% |
$20.3K - $21K
|
26.2K
$628K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
258New |
$5.94K - $6.11K
|
258
$6.19K
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
49.1KNew |
$1.13M - $1.16M
|
49.1K
$1.18M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-236K- 74.86% |
$5.38M - $5.59M
|
79.1K
$1.9M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
170New |
$3.77K - $3.98K
|
170
$4.08K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-52- 96.3% |
$1.15K - $1.22K
|
2
$48
|
|