Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (PFM)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PFM) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
152KNew |
$7.62M - $7.86M
|
152K
$7.75M
|
|
|
Jan 28, 2026
Q4 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
15.2KNew |
$760K - $784K
|
15.2K
$773K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.03KNew |
$451K - $465K
|
9.03K
$459K
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.96K+ 5.23% |
$248K - $255K
|
99.7K
$5.07M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.6KNew |
$80K - $82.5K
|
1.6K
$81.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.12KNew |
$55.7K - $57.5K
|
1.12K
$56.7K
|
|
|
Jan 28, 2026
Q4 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
868+ 1.91% |
$43.4K - $44.8K
|
46.2K
$2.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
661+ 7.12% |
$33K - $34.1K
|
9.94K
$506K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
436New |
$21.8K - $22.5K
|
436
$22.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
259+ 0.23% |
$12.9K - $13.4K
|
113K
$5.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
244+ 4.65% |
$12.2K - $12.6K
|
5.49K
$279K
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
200New |
$10K - $10.3K
|
200
$10.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.29% |
$100 - $103
|
683
$34.7K
|
|
|
Jan 27, 2026
Q4 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.0% |
$50 - $51.6
|
40K
$2.03M
|
|
|
Jan 21, 2026
Q4 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
SELL
|
- |
-6- 0.01% |
$300 - $309
|
49.5K
$2.52M
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-115- 1.14% |
$5.75K - $5.93K
|
9.98K
$508K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-175- 1.72% |
$8.75K - $9.02K
|
9.97K
$507K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
SELL
|
- |
-236- 0.31% |
$11.8K - $12.2K
|
75.4K
$3.84M
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-300- 2.76% |
$15K - $15.5K
|
10.6K
$537K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-457- 0.85% |
$22.8K - $23.6K
|
53.2K
$2.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.27K- 16.67% |
$163K - $168K
|
16.3K
$830K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-10.3K- 9.79% |
$516K - $532K
|
95.1K
$4.84M
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-20.8K- 52.74% |
$1.04M - $1.07M
|
18.6K
$948K
|
|