Purchases and Sales Made in Q1 2025 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34.5KNew |
$854K - $859K
|
34.5K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 59.14% |
$581K - $585K
|
63.3K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10K+ 12.99% |
$247K - $249K
|
87K
$2.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.23KNew |
$228K - $230K
|
9.23K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.33K+ 10.09% |
$107K - $108K
|
47.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.34K+ 37.63% |
$82.6K - $83.2K
|
12.2K
$303K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.63K+ 6.13% |
$65K - $65.4K
|
45.5K
$1.13M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.54K+ 25.75% |
$62.9K - $63.3K
|
12.4K
$308K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.87KNew |
$46.2K - $46.5K
|
1.87K
$46.4K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1.5KNew |
$37.1K - $37.3K
|
1.5K
$37.2K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 1.89% |
$31.9K - $32.1K
|
69.7K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
BUY
|
- |
1.27K+ 4.05% |
$31.5K - $31.7K
|
32.7K
$811K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.07K+ 12.23% |
$26.5K - $26.7K
|
9.85K
$244K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
56+ 0.52% |
$1.38K - $1.39K
|
10.8K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
43+ 0.5% |
$1.06K - $1.07K
|
8.71K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-388- 0.95% |
$9.6K - $9.66K
|
40.5K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.79K- 24.38% |
$44.3K - $44.6K
|
5.56K
$138K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.38K- 16.68% |
$59K - $59.3K
|
11.9K
$295K
|