Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PRF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PRF) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.5KNew |
$315K - $339K
|
7.5K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-18.4K- 3.37% |
$772K - $831K
|
527K
$24.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.02K+ 10.39% |
$42.7K - $45.9K
|
10.8K
$492K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-1.47K- 0.62% |
$61.9K - $66.6K
|
236K
$10.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.87KNew |
$205K - $220K
|
4.87K
$222K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.38% |
$84.1 - $90.5
|
528
$24.1K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.56K- 11.48% |
$65.6K - $70.6K
|
12K
$549K
|
|
|
Oct 28, 2025
Q3 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
14.1K+ 2.52% |
$594K - $639K
|
574K
$26.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
26+ 0.14% |
$1.09K - $1.18K
|
18.9K
$862K
|
|
|
Oct 28, 2025
Q3 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-220- 0.62% |
$9.25K - $9.95K
|
35.2K
$1.61M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-11.1K- 22.7% |
$467K - $502K
|
37.8K
$1.73M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.2K- 1.82% |
$50.2K - $54K
|
64.6K
$2.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
41.9KNew |
$1.76M - $1.89M
|
41.9K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
28New |
$1.18K - $1.27K
|
28
$1.28K
|
|
|
Oct 27, 2025
Q3 2025
|
Allen Capital Group, LLC
|
SELL
|
- |
-9.58K- 26.08% |
$403K - $433K
|
27.2K
$1.24M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
17+ 0.37% |
$715 - $769
|
4.62K
$211K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.1K- 9.65% |
$551K - $593K
|
123K
$5.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.05K- 0.76% |
$254K - $274K
|
785K
$35.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
3+ 0.43% |
$126 - $136
|
702
$32.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
4.58KNew |
$192K - $207K
|
4.58K
$209K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-4.78K- 0.7% |
$201K - $216K
|
681K
$31.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.69K+ 27.93% |
$71K - $76.4K
|
7.74K
$354K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-187- 0.8% |
$7.86K - $8.46K
|
23.1K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
56.2K+ 1606.49% |
$2.36M - $2.54M
|
59.7K
$2.73M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1+ 0.65% |
$42 - $45.2
|
156
$7.13K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.09% |
$378 - $407
|
9.49K
$434K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
14.1KNew |
$592K - $637K
|
14.1K
$643K
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-1.31K- 0.95% |
$55.1K - $59.3K
|
136K
$6.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-586- 4.88% |
$24.6K - $26.5K
|
11.4K
$522K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-3.43K- 1.12% |
$144K - $155K
|
302K
$13.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.26KNew |
$52.8K - $56.8K
|
1.26K
$57.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.27K- 0.39% |
$53.5K - $57.5K
|
324K
$14.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.53K+ 17.71% |
$64.1K - $69K
|
10.1K
$463K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.21K- 3.58% |
$51K - $54.9K
|
32.6K
$1.49M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
140K+ 7.63% |
$5.87M - $6.32M
|
1.97M
$90.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-146- 2.09% |
$6.14K - $6.6K
|
6.84K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.77K+ 62.44% |
$74.4K - $80K
|
4.6K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
6+ 4.8% |
$252 - $271
|
131
$5.98K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
4.72KNew |
$198K - $213K
|
4.72K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.2K+ 1.89% |
$2.24M - $2.41M
|
2.86M
$131M
|
|
|
Oct 22, 2025
Q3 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-2.01K- 2.57% |
$84.3K - $90.7K
|
75.9K
$3.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-315- 2.48% |
$13.2K - $14.2K
|
12.4K
$565K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12K+ 0.6% |
$47.1K - $50.7K
|
187K
$8.54M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-23.3K- 4.89% |
$980K - $1.05M
|
454K
$20.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
23+ 0.42% |
$967 - $1.04K
|
5.49K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.81K- 88.2% |
$244K - $263K
|
777
$35.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-17.6K- 48.44% |
$738K - $794K
|
18.7K
$853K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
16.1KNew |
$678K - $729K
|
16.1K
$736K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
33+ 0.44% |
$1.39K - $1.49K
|
7.6K
$347K
|
|