Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.91K+ 4.22% |
$390K - $422K
|
245K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
9.88K+ 4.67% |
$389K - $421K
|
222K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
9.62K+ 0.72% |
$379K - $410K
|
1.34M
$57.7M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.53K+ 4.53% |
$376K - $406K
|
220K
$9.45M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
9.29K+ 17.01% |
$366K - $396K
|
63.9K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.27KNew |
$365K - $395K
|
9.27K
$399K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
9K+ 78.51% |
$355K - $383K
|
20.5K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
8.61KNew |
$339K - $367K
|
8.61K
$370K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.98K+ 4.07% |
$314K - $340K
|
204K
$8.79M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
7.96KNew |
$313K - $339K
|
7.96K
$342K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
7.39K+ 1.43% |
$291K - $315K
|
525K
$22.6M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.95KNew |
$274K - $296K
|
6.95K
$299K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
5.95KNew |
$234K - $254K
|
5.95K
$256K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.81K+ 95.09% |
$229K - $248K
|
11.9K
$513K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8K+ 19.8% |
$229K - $247K
|
35.1K
$1.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
BUY
|
- |
5.53KNew |
$218K - $235K
|
5.53K
$238K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.16KNew |
$203K - $220K
|
5.16K
$222K
|
|
|
Apr 25, 2025
Q1 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5.09KNew |
$200K - $217K
|
5.09K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
5.09K+ 69.9% |
$200K - $217K
|
12.4K
$532K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
BUY
|
- |
4.99KNew |
$197K - $213K
|
4.99K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.78K+ 4.19% |
$188K - $204K
|
119K
$5.11M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.73K+ 118275.0% |
$186K - $202K
|
4.74K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.67K+ 25.54% |
$184K - $199K
|
22.9K
$986K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
4.27K+ 38.47% |
$168K - $182K
|
15.4K
$661K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
4.21K+ 29.97% |
$166K - $179K
|
18.3K
$785K
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.92K+ 2.86% |
$155K - $167K
|
141K
$6.07M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.8K+ 912.5% |
$150K - $162K
|
4.21K
$181K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.78K+ 51.98% |
$149K - $161K
|
11K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.71K+ 14.44% |
$146K - $158K
|
29.4K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.55K+ 69.79% |
$140K - $151K
|
8.63K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.44K+ 12.05% |
$135K - $146K
|
31.9K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.36K+ 11.33% |
$132K - $143K
|
33K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.24K+ 1.1% |
$128K - $138K
|
299K
$12.9M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
3.21K+ 11.24% |
$126K - $137K
|
31.8K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.92KNew |
$115K - $124K
|
2.92K
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.74K+ 3.3% |
$108K - $117K
|
85.8K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.68K+ 0.78% |
$106K - $114K
|
348K
$15M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.19K+ 4.35% |
$86.2K - $93.2K
|
52.5K
$2.26M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.15K+ 14.97% |
$84.7K - $91.7K
|
16.5K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.14K+ 39.89% |
$84.3K - $91.2K
|
7.51K
$323K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
2.14K+ 5.16% |
$84.2K - $91.1K
|
43.6K
$1.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
2.13K+ 5.28% |
$83.9K - $90.8K
|
42.5K
$1.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
1.98K+ 0.45% |
$77.9K - $84.2K
|
445K
$19.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.95K+ 0.68% |
$76.6K - $82.9K
|
286K
$12.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.87K+ 3.65% |
$73.5K - $79.5K
|
53K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.83K+ 1.67% |
$72.1K - $78K
|
111K
$4.78M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
1.8K+ 0.21% |
$70.7K - $76.5K
|
846K
$36.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.74KNew |
$68.4K - $73.9K
|
1.74K
$74.6K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.42K+ 16.95% |
$55.8K - $60.3K
|
9.76K
$420K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.38KNew |
$54.2K - $58.6K
|
1.38K
$59.1K
|