Purchases and Sales Made in Q3 2025 in Invesco Vrdo Tax Free ETF (PVI)
This table provides information about the institutional ownership of Invesco Vrdo Tax Free ETF (PVI) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO VRDO TAX-FREE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.8KNew |
$685K - $693K
|
27.8K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.1KNew |
$471K - $477K
|
19.1K
$473K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.1K+ 28.14% |
$298K - $302K
|
55K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.63KNew |
$213K - $215K
|
8.63K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.09K+ 4.48% |
$101K - $102K
|
95.5K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.02K+ 116.05% |
$99.2K - $100K
|
7.48K
$185K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.09K+ 17.03% |
$76.2K - $77.1K
|
21.2K
$526K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
306New |
$7.55K - $7.64K
|
306
$7.58K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
256+ 0.3% |
$6.32K - $6.39K
|
85.5K
$2.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
190+ 1.63% |
$4.69K - $4.74K
|
11.9K
$294K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
BUY
|
- |
49+ 0.12% |
$1.21K - $1.22K
|
40.1K
$993K
|
|
|
Nov 20, 2025
Q3 2025
|
First Affirmative Financial Network
|
BUY
|
- |
8+ 0.03% |
$197 - $200
|
31K
$767K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
4+ 0.37% |
$98.7 - $99.9
|
1.08K
$26.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$49.4 - $49.9
|
0
$0
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-528- 6.15% |
$13K - $13.2K
|
8.06K
$200K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-801- 42.88% |
$19.8K - $20K
|
1.07K
$26.4K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.9K- 17.42% |
$46.8K - $47.4K
|
9K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.62K- 4.1% |
$64.6K - $65.4K
|
61.2K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.5K- 21.2% |
$334K - $338K
|
50.3K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-16.6K- 57.86% |
$410K - $415K
|
12.1K
$300K
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-31.3K- 64.1% |
$773K - $782K
|
17.5K
$434K
|
|