Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PUI)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PUI) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27.3K- 38.6% |
$1.04M - $1.16M
|
43.5K
$1.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.17K+ 311.92% |
$272K - $304K
|
9.47K
$419K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-850- 7.14% |
$32.3K - $36.1K
|
11K
$489K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 67.58% |
$670K - $748K
|
8.46K
$375K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
500+ 22.06% |
$19K - $21.2K
|
2.77K
$122K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.93KNew |
$263K - $294K
|
6.93K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
330K+ 124900.76% |
$12.5M - $14M
|
330K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
296+ 99.66% |
$11.2K - $12.6K
|
593
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.13KNew |
$157K - $175K
|
4.13K
$183K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.83K- 67.45% |
$145K - $162K
|
1.85K
$81.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-15- 0.16% |
$570 - $636
|
9.16K
$405K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.33K- 15.78% |
$50.5K - $56.4K
|
7.1K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29New |
$1.1K - $1.23K
|
29
$1.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-4.35K- 25.57% |
$165K - $184K
|
12.7K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.65K+ 6.37% |
$214K - $240K
|
94.3K
$4.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1K+ 66.27% |
$38K - $42.4K
|
2.51K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.71% |
$38 - $42.4
|
142
$6.29K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
343+ 6.66% |
$13K - $14.6K
|
5.5K
$243K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3+ 0.61% |
$114 - $127
|
496
$22K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.05KNew |
$192K - $214K
|
5.05K
$224K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104- 1.67% |
$3.95K - $4.41K
|
6.12K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
1.3K+ 2.96% |
$49.2K - $55K
|
45.1K
$2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.6K+ 677.37% |
$1.39M - $1.55M
|
42K
$1.86M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
23.8KNew |
$902K - $1.01M
|
23.8K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.08K- 11.8% |
$78.9K - $88.2K
|
15.5K
$688K
|
|
|
Jul 23, 2025
Q2 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-87- 12.17% |
$3.3K - $3.69K
|
628
$27.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.12K- 54.26% |
$157K - $175K
|
3.48K
$154K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114KNew |
$4.33M - $4.84M
|
114K
$5.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.8K- 18.52% |
$106K - $119K
|
12.3K
$544K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
59.2KNew |
$2.25M - $2.51M
|
59.2K
$2.62M
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.73K+ 52.12% |
$105K - $113K
|
7.96K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-300- 42.86% |
$11.5K - $12.5K
|
400
$17.7K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-8- 6.06% |
$308 - $332
|
124
$5.49K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.38KNew |
$52.9K - $57.1K
|
1.38K
$61K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
51+ 56.04% |
$1.96K - $2.12K
|
142
$6.29K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.19KNew |
$315K - $340K
|
8.19K
$362K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
BUY
|
- |
16.6KNew |
$637K - $688K
|
16.6K
$734K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.19KNew |
$199K - $221K
|
5.19K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
34KNew |
$1.3M - $1.45M
|
34K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.9K- 83.57% |
$1.57M - $1.75M
|
8.05K
$356K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
51.7KNew |
$1.98M - $2.21M
|
51.7K
$2.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-24- 0.29% |
$920 - $1.03K
|
8.19K
$362K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.1KNew |
$38K - $44.5K
|
1.1K
$48.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
27.5KNew |
$950K - $1.11M
|
27.5K
$1.22M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.03K- 12.89% |
$65.4K - $73.9K
|
13.7K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-96- 52.17% |
$3.1K - $3.5K
|
88
$3.9K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
13.5KNew |
$408K - $455K
|
13.5K
$598K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16.9KNew |
$482K - $552K
|
16.9K
$747K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-10.2K- 58.05% |
$290K - $333K
|
7.35K
$325K
|
|