Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) 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 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.22MNew |
$43.7M - $51.6M
|
1.22M
$52.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Charter Capital Management, Llc\De
Brookfield, WI |
BUY
|
- |
560KNew |
$20M - $23.7M
|
560K
$24.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
148K+ 2909.44% |
$5.29M - $6.26M
|
153K
$6.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
111K+ 20.16% |
$3.96M - $4.68M
|
659K
$28.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
55.2K+ 84.07% |
$1.98M - $2.33M
|
121K
$5.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
42.9K+ 9.64% |
$1.53M - $1.81M
|
488K
$21.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
29.3KNew |
$1.05M - $1.24M
|
29.3K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
26.4K+ 12.94% |
$946K - $1.12M
|
231K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
13.5K+ 163.43% |
$481K - $569K
|
21.7K
$940K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13K+ 0.49% |
$467K - $551K
|
2.69M
$117M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
13K+ 2.69% |
$466K - $551K
|
497K
$21.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
10.1KNew |
$360K - $426K
|
10.1K
$437K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9.44K+ 3.2% |
$338K - $399K
|
305K
$13.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
8.61KNew |
$308K - $364K
|
8.61K
$373K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.79KNew |
$278K - $329K
|
7.79K
$337K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6.51K+ 2.17% |
$233K - $275K
|
306K
$13.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.45KNew |
$231K - $273K
|
6.45K
$279K
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
6.23K+ 7.68% |
$223K - $263K
|
87.3K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.34KNew |
$191K - $226K
|
5.34K
$231K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
5.15KNew |
$184K - $218K
|
5.15K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
5.13K+ 32.06% |
$183K - $217K
|
21.1K
$915K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
4.96KNew |
$177K - $209K
|
4.96K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.88KNew |
$175K - $206K
|
4.88K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
4.86KNew |
$174K - $205K
|
4.86K
$211K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.86KNew |
$174K - $205K
|
4.86K
$211K
|
|
|
Jul 22, 2025
Q2 2025
|
Iowa State Bank
|
BUY
|
- |
4.75KNew |
$170K - $201K
|
4.75K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.75KNew |
$170K - $201K
|
4.75K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
4.23K+ 1.24% |
$151K - $179K
|
344K
$14.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
4.12K+ 9.55% |
$147K - $174K
|
47.2K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Burt Wealth Advisors
|
BUY
|
- |
4.03K+ 12.68% |
$144K - $170K
|
35.8K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.83KNew |
$101K - $120K
|
2.83K
$123K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
2.57KNew |
$92K - $109K
|
2.57K
$112K
|
|
|
Jul 21, 2025
Q2 2025
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.06K+ 0.97% |
$73.6K - $86.9K
|
214K
$9.29M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.85K+ 1.38% |
$66K - $78K
|
136K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.81KNew |
$64.7K - $76.4K
|
1.81K
$78.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
BUY
|
- |
1.19K+ 10.69% |
$42.5K - $50.2K
|
12.3K
$533K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
397+ 1.05% |
$14.2K - $16.8K
|
38.3K
$1.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
368+ 33.55% |
$13.2K - $15.6K
|
1.47K
$63.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
340+ 4.94% |
$12.2K - $14.4K
|
7.23K
$313K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
314+ 0.26% |
$11.2K - $13.3K
|
119K
$5.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
257+ 34.5% |
$9.19K - $10.9K
|
1K
$43.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
65+ 108.33% |
$2.33K - $2.75K
|
125
$5.42K
|
|
|
Jul 21, 2025
Q2 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 0.54% |
$2.11K - $2.49K
|
10.9K
$473K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
47+ 0.32% |
$1.68K - $1.99K
|
14.8K
$642K
|
|
|
Jul 15, 2025
Q2 2025
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.42% |
$1.36K - $1.61K
|
9.15K
$396K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
31+ 0.41% |
$1.11K - $1.31K
|
7.57K
$328K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
28+ 0.41% |
$1K - $1.18K
|
6.79K
$294K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
25New |
$894 - $1.06K
|
25
$1.08K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
23+ 0.22% |
$823 - $972
|
10.4K
$449K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
15+ 0.44% |
$537 - $634
|
3.42K
$148K
|