Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (PTF)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (PTF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.41K+ 18.5% |
$80K - $108K
|
9K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
975New |
$55.5K - $75.2K
|
975
$72.1K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
200New |
$11.4K - $15.4K
|
200
$14.8K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.09K- 7.38% |
$62K - $84K
|
13.7K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.45KNew |
$367K - $498K
|
6.45K
$477K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-154- 3.07% |
$8.77K - $11.9K
|
4.87K
$360K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
82New |
$4.67K - $6.33K
|
82
$6.06K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
754New |
$43K - $58.2K
|
754
$55.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
SELL
|
- |
-414Closed |
$23.6K - $31.9K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
404+ 6.96% |
$23K - $31.2K
|
6.21K
$459K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
407+ 7.3% |
$23.2K - $31.4K
|
5.98K
$442K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-3.96K- 15.37% |
$225K - $305K
|
21.8K
$1.61M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-233- 5.2% |
$13.3K - $18K
|
4.25K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.53K+ 26.55% |
$315K - $427K
|
26.4K
$1.95M
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
15.5KNew |
$963K - $1.24M
|
15.5K
$1.14M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.74K- 29.86% |
$108K - $140K
|
4.09K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$93.5K - $121K
|
1.5K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-104- 0.95% |
$6.48K - $8.37K
|
10.8K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.8KNew |
$175K - $226K
|
2.8K
$207K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-59- 75.64% |
$3.68K - $4.75K
|
19
$1.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-230- 3.39% |
$14.3K - $18.5K
|
6.55K
$484K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-375- 15.13% |
$23.4K - $30.2K
|
2.1K
$155K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.49KNew |
$280K - $361K
|
4.49K
$332K
|
|
|
Feb 05, 2025
Q4 2024
|
Evergreen Advisors, LLC
|
BUY
|
- |
3.15KNew |
$196K - $253K
|
3.15K
$233K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.26KNew |
$203K - $262K
|
3.26K
$241K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.28KNew |
$391K - $505K
|
6.28K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.09K- 4.37% |
$130K - $168K
|
45.8K
$3.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
68New |
$4.24K - $5.47K
|
68
$5.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
39New |
$2.43K - $3.14K
|
39
$2.88K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
3.44KNew |
$214K - $277K
|
3.44K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$6.23K - $8.05K
|
100
$7.39K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-565- 7.16% |
$35.2K - $45.5K
|
7.33K
$542K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-241- 0.73% |
$15K - $19.4K
|
32.9K
$2.43M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65+ 1.7% |
$3.49K - $4.27K
|
3.89K
$287K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.89KNew |
$423K - $518K
|
7.89K
$583K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
13.6KNew |
$727K - $890K
|
13.6K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
200New |
$10.7K - $13.1K
|
200
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
235New |
$12.6K - $15.4K
|
235
$17.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-1.28K- 15.77% |
$68.4K - $83.7K
|
6.81K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.1K+ 59.08% |
$2.63M - $3.22M
|
132K
$9.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.6K+ 58.15% |
$2.61M - $3.19M
|
132K
$9.78M
|
|
| Q2 2024 | |||||||
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 34.01% |
$7.67K - $9.35K
|
291
$21.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
200New |
$10.2K - $12.5K
|
200
$14.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
110New |
$5.62K - $6.86K
|
110
$8.13K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
201New |
$10.3K - $12.5K
|
201
$14.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
586New |
$30K - $36.5K
|
586
$43.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200+ 2000.0% |
$10.2K - $12.5K
|
210
$15.5K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.75K+ 25.22% |
$82.5K - $103K
|
8.69K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-728- 5.14% |
$34.3K - $42.7K
|
13.4K
$994K
|
|
|
Apr 29, 2024
Q1 2024
|
Reik & Co., LLC
|
BUY
|
- |
3.6KNew |
$170K - $211K
|
3.6K
$266K
|
|