Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (PRF)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (PRF) 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 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
9.5K+ 12.87% |
$419K - $440K
|
83.3K
$3.81M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.87K+ 22.09% |
$391K - $411K
|
49K
$2.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
8.44KNew |
$372K - $391K
|
8.44K
$385K
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.22KNew |
$230K - $242K
|
5.22K
$238K
|
|
|
Jan 15, 2026
Q4 2025
|
Capital Advisors Inc
|
BUY
|
- |
4.58KNew |
$202K - $212K
|
4.58K
$209K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.32KNew |
$191K - $200K
|
4.32K
$197K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 19.25% |
$86.1K - $90.5K
|
12.1K
$552K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.19K+ 5.61% |
$52.6K - $55.2K
|
22.4K
$1.02M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
725New |
$32K - $33.6K
|
725
$33.1K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
573+ 8.22% |
$25.3K - $26.6K
|
7.54K
$344K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
276New |
$12.2K - $12.8K
|
276
$12.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
205+ 0.5% |
$9.05K - $9.51K
|
41.5K
$1.89M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
152+ 1.47% |
$6.71K - $7.05K
|
10.5K
$478K
|
|
|
Jan 13, 2026
Q4 2025
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
55+ 0.99% |
$2.43K - $2.55K
|
5.59K
$255K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
45+ 0.3% |
$1.99K - $2.09K
|
14.9K
$681K
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
22+ 0.21% |
$971 - $1.02K
|
10.4K
$475K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
18+ 0.39% |
$794 - $835
|
4.62K
$211K
|
|
|
Jan 06, 2026
Q4 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
10+ 0.15% |
$441 - $464
|
6.69K
$305K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.09% |
$397 - $417
|
9.5K
$434K
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-43- 0.44% |
$1.9K - $1.99K
|
9.63K
$440K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-75- 5.66% |
$3.31K - $3.48K
|
1.25K
$57.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-126- 52.94% |
$5.56K - $5.84K
|
112
$5.12K
|
|
|
Jan 15, 2026
Q4 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-323- 2.83% |
$14.3K - $15K
|
11.1K
$507K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-470- 2.81% |
$20.7K - $21.8K
|
16.3K
$743K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-703- 1.92% |
$31K - $32.6K
|
35.8K
$1.64M
|
|
|
Jan 15, 2026
Q4 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-866- 5.69% |
$38.2K - $40.2K
|
14.4K
$656K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-970- 1.1% |
$42.8K - $45K
|
87.5K
$4M
|
|
|
Jan 12, 2026
Q4 2025
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-1.21K- 0.6% |
$53.5K - $56.2K
|
199K
$9.11M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 2.38% |
$57.8K - $60.7K
|
53.6K
$2.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-2.27K- 5.83% |
$100K - $105K
|
36.6K
$1.67M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.83K- 13.46% |
$125K - $131K
|
18.2K
$830K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3K- 3.18% |
$132K - $139K
|
91.1K
$4.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.07K- 1.58% |
$135K - $142K
|
191K
$8.71M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-6.22K- 0.95% |
$274K - $288K
|
649K
$29.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-61.1K- 11.97% |
$2.69M - $2.83M
|
449K
$20.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-127K- 4.66% |
$5.59M - $5.88M
|
2.59M
$118M
|
|