Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PTF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTF) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.55K- 7.3% |
$259K - $351K
|
57.7K
$3.83M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.77K+ 277100.0% |
$158K - $214K
|
2.77K
$184K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.8K- 10.03% |
$2.72M - $3.69M
|
429K
$28.5M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.45KNew |
$367K - $498K
|
6.45K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.09K- 7.38% |
$62K - $84K
|
13.7K
$907K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-514- 10.79% |
$29.3K - $39.6K
|
4.25K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
206+ 1.32% |
$11.7K - $15.9K
|
15.8K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
32+ 91.43% |
$1.82K - $2.47K
|
67
$4.45K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.19K- 32.46% |
$182K - $246K
|
6.65K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-154- 3.07% |
$8.77K - $11.9K
|
4.87K
$323K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.81K- 0.77% |
$274K - $371K
|
622K
$41.3M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-112- 2.47% |
$6.38K - $8.64K
|
4.43K
$294K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
671New |
$38.2K - $51.8K
|
671
$44.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
728+ 3.7% |
$41.5K - $56.2K
|
20.4K
$1.35M
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
709+ 14.24% |
$40.4K - $54.7K
|
5.69K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
930+ 6.52% |
$53K - $71.7K
|
15.2K
$1.01M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
82New |
$4.67K - $6.33K
|
82
$5.44K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-52.2K- 59.1% |
$2.97M - $4.03M
|
36.1K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.17K+ 15.29% |
$66.8K - $90.5K
|
8.85K
$587K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-685- 6.07% |
$39K - $52.8K
|
10.6K
$703K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.42K+ 26.18% |
$195K - $264K
|
16.5K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
558+ 19.55% |
$31.8K - $43K
|
3.41K
$227K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
754New |
$43K - $58.2K
|
754
$50.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414Closed |
$23.6K - $31.9K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
4.44K+ 11.87% |
$253K - $342K
|
41.8K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.3K- 49.99% |
$1.33M - $1.8M
|
23.3K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
404+ 6.96% |
$23K - $31.2K
|
6.21K
$412K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-14.7K- 43.04% |
$836K - $1.13M
|
19.4K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
35.7K+ 59.36% |
$2.04M - $2.76M
|
95.9K
$6.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
407+ 7.3% |
$23.2K - $31.4K
|
5.98K
$397K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.96K- 15.37% |
$225K - $305K
|
21.8K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-233- 5.2% |
$13.3K - $18K
|
4.25K
$282K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
5KNew |
$285K - $386K
|
5K
$332K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 26.55% |
$315K - $427K
|
26.4K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
33.9KNew |
$1.93M - $2.62M
|
33.9K
$2.25M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.8K- 39.62% |
$1.54M - $1.99M
|
37.8K
$2.51M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$963K - $1.24M
|
15.5K
$1.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.74K- 29.86% |
$108K - $140K
|
4.09K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$93.5K - $121K
|
1.5K
$99.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-104- 0.95% |
$6.48K - $8.37K
|
10.8K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
305KNew |
$19M - $24.5M
|
305K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-418- 12.09% |
$26K - $33.6K
|
3.04K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.8KNew |
$175K - $226K
|
2.8K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-59- 75.64% |
$3.68K - $4.75K
|
19
$1.26K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-230- 3.39% |
$14.3K - $18.5K
|
6.55K
$435K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32KNew |
$207K - $267K
|
3.32K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 15.13% |
$23.4K - $30.2K
|
2.1K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.15KNew |
$196K - $253K
|
3.15K
$209K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.49KNew |
$280K - $361K
|
4.49K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.26KNew |
$203K - $262K
|
3.26K
$216K
|
|