Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PTF)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
305KNew |
$19M - $24.5M
|
305K
$21M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$963K - $1.24M
|
15.5K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28KNew |
$391K - $505K
|
6.28K
$431K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.49KNew |
$280K - $361K
|
4.49K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.44KNew |
$214K - $277K
|
3.44K
$236K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.32KNew |
$207K - $267K
|
3.32K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.26KNew |
$203K - $262K
|
3.26K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.15KNew |
$196K - $253K
|
3.15K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3KNew |
$187K - $241K
|
3K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.8KNew |
$175K - $226K
|
2.8K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$93.5K - $121K
|
1.5K
$103K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$6.23K - $8.05K
|
100
$6.87K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
68New |
$4.24K - $5.47K
|
68
$4.67K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39New |
$2.43K - $3.14K
|
39
$2.68K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.1K+ 59.08% |
$2.63M - $3.22M
|
132K
$9.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.6K+ 58.15% |
$2.61M - $3.19M
|
132K
$9.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.6KNew |
$727K - $890K
|
13.6K
$932K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89KNew |
$423K - $518K
|
7.89K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
235New |
$12.6K - $15.4K
|
235
$16.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.7K - $13.1K
|
200
$13.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65+ 1.7% |
$3.49K - $4.27K
|
3.89K
$267K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
586New |
$30K - $36.5K
|
586
$40.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
335New |
$17.1K - $20.9K
|
335
$23K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201New |
$10.3K - $12.5K
|
201
$13.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$10.2K - $12.5K
|
200
$13.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 2000.0% |
$10.2K - $12.5K
|
210
$14.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110New |
$5.62K - $6.86K
|
110
$7.56K
|
|
| Q1 2024 | |||||||
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
BUY
|
- |
3.6KNew |
$170K - $211K
|
3.6K
$247K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.8KNew |
$84.9K - $105K
|
1.8K
$124K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 25.22% |
$82.5K - $103K
|
8.69K
$597K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
385New |
$18.1K - $22.6K
|
385
$26.5K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
150New |
$7.07K - $8.79K
|
150
$10.3K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
4.65KNew |
$188K - $239K
|
4.65K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.28KNew |
$173K - $220K
|
4.28K
$294K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
420New |
$17K - $21.6K
|
420
$28.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
375+ 75.3% |
$15.2K - $19.3K
|
873
$60K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
136+ 200.0% |
$5.5K - $7K
|
204
$14K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
60New |
$2.43K - $3.09K
|
60
$4.12K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
16.2K+ 200.0% |
$692K - $2.48M
|
24.3K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
9.04K+ 200.0% |
$386K - $1.38M
|
13.6K
$932K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
6.68KNew |
$285K - $1.02M
|
6.68K
$459K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
3.8K+ 200.0% |
$162K - $582K
|
5.7K
$392K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
883+ 849.04% |
$37.7K - $135K
|
987
$67.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
600+ 200.0% |
$25.6K - $91.9K
|
900
$61.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
268New |
$11.4K - $41K
|
268
$18.4K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.5KNew |
$178K - $221K
|
1.5K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30New |
$3.56K - $4.42K
|
30
$2.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1New |
$119 - $147
|
1
$68.7
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21New |
$2.33K - $2.75K
|
21
$1.44K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
407New |
$13.8K - $50.7K
|
407
$28K
|
|