Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (PFM)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PFM) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
45.4KNew |
$2.18M - $2.31M
|
45.4K
$2.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.3K+ 73.02% |
$1.89M - $2M
|
93.2K
$4.74M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.8KNew |
$806K - $854K
|
16.8K
$854K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.4K+ 61.85% |
$790K - $837K
|
43K
$2.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Banc Trust CO
Lisle, IL |
BUY
|
- |
12.2KNew |
$584K - $618K
|
12.2K
$618K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.53KNew |
$410K - $434K
|
8.53K
$434K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.41K+ 6.01% |
$404K - $428K
|
148K
$7.54M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.32K+ 3.61% |
$352K - $373K
|
210K
$10.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.18K+ 13.52% |
$345K - $365K
|
60.3K
$3.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.94K+ 8.99% |
$285K - $302K
|
72K
$3.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.89K+ 8.97% |
$235K - $249K
|
59.4K
$3.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.29K+ 45.44% |
$206K - $218K
|
13.7K
$698K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
3.96K+ 7.48% |
$190K - $202K
|
56.9K
$2.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.66K+ 5.28% |
$176K - $186K
|
73K
$3.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.64K+ 10.16% |
$175K - $185K
|
39.4K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.59K+ 65.9% |
$173K - $183K
|
9.05K
$460K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9K+ 0.4% |
$140K - $148K
|
724K
$36.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.81K+ 0.66% |
$86.9K - $92.1K
|
275K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
1.8K+ 14.9% |
$86.5K - $91.6K
|
13.9K
$706K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.31K+ 13.35% |
$62.8K - $66.5K
|
11.1K
$565K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 1.98% |
$51.9K - $55K
|
55.7K
$2.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
945+ 1.96% |
$45.4K - $48.1K
|
49.1K
$2.5M
|
|
|
Nov 25, 2025
Q3 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
684+ 17.58% |
$32.9K - $34.8K
|
4.57K
$233K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
652+ 3.06% |
$31.3K - $33.2K
|
22K
$1.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
591+ 0.7% |
$28.4K - $30.1K
|
85.5K
$4.35M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
579+ 22.23% |
$27.8K - $29.5K
|
3.18K
$162K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
496+ 10.44% |
$23.8K - $25.2K
|
5.25K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
463+ 1.02% |
$22.2K - $23.6K
|
45.9K
$2.33M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
416+ 4.42% |
$20K - $21.2K
|
9.82K
$500K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270New |
$13K - $13.7K
|
270
$13.7K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
132+ 0.36% |
$6.34K - $6.72K
|
36.4K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117+ 1.76% |
$5.62K - $5.95K
|
6.76K
$344K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
102+ 56.98% |
$4.9K - $5.19K
|
281
$14.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
51+ 3.36% |
$2.45K - $2.6K
|
1.57K
$79.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33+ 4.08% |
$1.59K - $1.68K
|
841
$42.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
14+ 0.28% |
$673 - $712
|
5.07K
$258K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.06% |
$625 - $662
|
23.5K
$1.19M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.33% |
$192 - $204
|
1.22K
$61.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2+ 0.02% |
$96.1 - $102
|
8.15K
$415K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.29% |
$96.1 - $102
|
681
$34.6K
|
|
| Q2 2025 | |||||||
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
6.15KNew |
$252K - $296K
|
6.15K
$313K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.17KNew |
$171K - $201K
|
4.17K
$212K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.5K+ 17.36% |
$61.6K - $72.3K
|
10.1K
$516K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
905+ 14.3% |
$37.2K - $43.6K
|
7.23K
$368K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
293New |
$12K - $14.1K
|
293
$14.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
253+ 58.03% |
$10.4K - $12.2K
|
689
$35K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
111New |
$4.56K - $5.35K
|
111
$5.65K
|
|
|
Aug 14, 2025
Q2 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
58+ 0.25% |
$2.38K - $2.79K
|
22.9K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
13+ 0.15% |
$534 - $626
|
8.6K
$438K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4+ 0.39% |
$164 - $193
|
1.04K
$53K
|
|