Purchases and Sales Made in Q2 2025 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
63.9KNew |
$1.57M - $1.59M
|
63.9K
$1.59M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.7K+ 31.16% |
$535K - $543K
|
91.4K
$2.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 41.46% |
$353K - $357K
|
48.8K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.71K+ 46.02% |
$141K - $143K
|
18.1K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.95K+ 6.48% |
$72.7K - $73.6K
|
48.5K
$1.21M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 154.52% |
$51.8K - $52.5K
|
3.46K
$86.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.4K+ 11.49% |
$34.6K - $35.1K
|
13.6K
$339K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.37KNew |
$33.9K - $34.3K
|
1.37K
$34.2K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
563+ 0.89% |
$13.9K - $14.1K
|
63.8K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
67+ 0.68% |
$1.65K - $1.67K
|
9.92K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
67+ 0.62% |
$1.65K - $1.67K
|
10.9K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
35+ 0.38% |
$862 - $874
|
9.26K
$230K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$24.6 - $25
|
2
$49.8
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-123- 1.41% |
$3.03K - $3.07K
|
8.59K
$214K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-248- 2.08% |
$6.11K - $6.19K
|
11.7K
$290K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-427- 28.47% |
$10.5K - $10.7K
|
1.07K
$26.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-431- 1.07% |
$10.6K - $10.8K
|
40K
$996K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.7K- 1.96% |
$42K - $42.5K
|
85.3K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.2K- 75.53% |
$104K - $105K
|
1.36K
$33.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.29K- 9.08% |
$106K - $107K
|
42.9K
$1.07M
|