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 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
9+ 0.13% |
$322 - $380
|
6.99K
$301K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9+ 0.39% |
$322 - $380
|
2.3K
$98.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2+ 0.38% |
$71.5 - $84.5
|
526
$22.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Clean Yield Group
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
SELL
|
- |
-2- 0.02% |
$71.5 - $84.5
|
8.6K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-13- 0.07% |
$465 - $550
|
19.1K
$821K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.01% |
$787 - $930
|
183K
$7.86M
|
|
|
Jul 14, 2025
Q2 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-23- 0.37% |
$823 - $972
|
6.17K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-25- 0.39% |
$894 - $1.06K
|
6.46K
$278K
|
|
|
Jul 22, 2025
Q2 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-62- 0.08% |
$2.22K - $2.62K
|
78.2K
$3.36M
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-112- 0.08% |
$4.01K - $4.73K
|
138K
$5.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-234- 0.6% |
$8.37K - $9.89K
|
39K
$1.68M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-235- 0.98% |
$8.41K - $9.93K
|
23.8K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-360- 4.01% |
$12.9K - $15.2K
|
8.62K
$371K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-368- 17.84% |
$13.2K - $15.6K
|
1.7K
$72.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-399- 0.65% |
$14.3K - $16.9K
|
61.4K
$2.64M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-503- 2.82% |
$18K - $21.3K
|
17.3K
$746K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-577- 4.26% |
$20.6K - $24.4K
|
13K
$557K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-611- 0.68% |
$21.9K - $25.8K
|
89.6K
$3.85M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-747- 0.65% |
$26.7K - $31.6K
|
113K
$4.88M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-820- 11.18% |
$29.3K - $34.7K
|
6.52K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1K- 9.79% |
$35.8K - $42.3K
|
9.22K
$396K
|
|
|
Jul 11, 2025
Q2 2025
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-1K- 9.7% |
$35.8K - $42.3K
|
9.31K
$400K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-1.1K- 12.76% |
$39.2K - $46.3K
|
7.49K
$322K
|
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-1.21K- 0.71% |
$43.3K - $51.1K
|
169K
$7.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.72K- 12.86% |
$61.4K - $72.6K
|
11.6K
$500K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.76K- 63.58% |
$63K - $74.4K
|
1.01K
$43.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.21K- 8.79% |
$78.9K - $93.2K
|
22.9K
$984K
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.21K- 14.83% |
$79.1K - $93.4K
|
12.7K
$546K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.26K- 18.12% |
$80.8K - $95.5K
|
10.2K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-2.4K- 5.03% |
$85.7K - $101K
|
45.2K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.17K- 18.08% |
$113K - $134K
|
14.4K
$618K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.36K- 21.96% |
$120K - $142K
|
11.9K
$514K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.9K- 3.76% |
$140K - $165K
|
99.9K
$4.3M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-3.91K- 13.36% |
$140K - $165K
|
25.3K
$1.09M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-4K- 1.21% |
$143K - $169K
|
326K
$14M
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-6.32K- 0.79% |
$226K - $267K
|
791K
$34M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.99K- 8.93% |
$250K - $295K
|
71.2K
$3.06M
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-7.47K- 37.13% |
$267K - $316K
|
12.7K
$544K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-10.3K- 11.07% |
$367K - $433K
|
82.4K
$3.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-15.6K- 67.97% |
$558K - $659K
|
7.35K
$316K
|
|
|
Jul 11, 2025
Q2 2025
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-63.2K- 44.79% |
$2.26M - $2.67M
|
77.9K
$3.35M
|