Purchases and Sales Made in Q4 2025 in Invesco ETF Tr Invesco Msci Su (ERTH)
This table provides information about the institutional ownership of Invesco ETF Tr Invesco Msci Su (ERTH) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR INVESCO MSCI SU.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
778+ 4.36% |
$36K - $38.3K
|
18.6K
$886K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
7+ 0.44% |
$324 - $344
|
1.59K
$75.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.53% |
$92.5 - $98.4
|
376
$17.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-194- 2.6% |
$8.97K - $9.54K
|
7.27K
$346K
|