Purchases and Sales Made in Q2 2025 in Invesco Iftse Rafi Dev Mkts Ex (PXF)
This table provides information about the institutional ownership of Invesco Iftse Rafi Dev Mkts Ex (PXF) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO IFTSE RAFI DEV MKTS EX.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
83.7KNew |
$3.87M - $4.81M
|
83.7K
$4.81M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
36.9K+ 10.81% |
$1.7M - $2.12M
|
378K
$21.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
20.2K+ 55.61% |
$934K - $1.16M
|
56.5K
$3.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
4.71KNew |
$218K - $271K
|
4.71K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$193K - $241K
|
4.18K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3.81KNew |
$176K - $219K
|
3.81K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.39K+ 51.4% |
$157K - $195K
|
9.98K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.11K+ 0.86% |
$144K - $179K
|
366K
$21M
|
|
|
Jul 07, 2025
Q2 2025
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 8.43% |
$68.9K - $85.7K
|
19.2K
$1.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.07KNew |
$49.6K - $61.7K
|
1.07K
$61.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
852+ 1.29% |
$39.4K - $49K
|
66.9K
$3.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
800+ 161.94% |
$37K - $46K
|
1.29K
$74.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
663+ 0.87% |
$30.6K - $38.1K
|
76.9K
$4.42M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
385+ 1.84% |
$17.8K - $22.1K
|
21.3K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120+ 0.16% |
$5.55K - $6.9K
|
74.9K
$4.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 1.49% |
$139 - $173
|
205
$11.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$46.2 - $57.5
|
6.37K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-106- 25.24% |
$4.9K - $6.1K
|
314
$18K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-886- 7.52% |
$41K - $51K
|
10.9K
$626K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.32K- 9.79% |
$61.2K - $76.1K
|
12.2K
$701K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.9K- 8.55% |
$87.7K - $109K
|
20.3K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.64K- 3.83% |
$122K - $152K
|
66.4K
$3.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-3.3K- 2.16% |
$152K - $190K
|
149K
$8.56M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.1K- 7.62% |
$190K - $236K
|
49.7K
$2.85M
|