Institutional Ownership Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 2.64 Million shares, which have been reported (via 13F filing form) to have a value of $124 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
5,845
shares
|
$277,871
0.0% of portfolio
|
Q4 2023
Reduced 2.09%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
5,780
shares
|
$274,781
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
5,485
shares
|
$260,756
0.21% of portfolio
|
Q3 2023
Added 400.0%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
5,471
shares
|
$260,091
0.01% of portfolio
|
Q3 2023
Added 400.09%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
5,355
shares
|
$254,576
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
5,205
shares
|
$247,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,124
shares
|
$243,594
0.0% of portfolio
|
Q2 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
4,885
shares
|
$232,232
0.0% of portfolio
|
Q1 2024
Reduced 55.49%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
4,850
shares
|
$230,569
0.0% of portfolio
|
Q3 2023
New holding
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
4,830
shares
|
$229,618
0.02% of portfolio
|
Q1 2024
New holding
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Aug 28, 2024 Q2 2024 |
4,780
shares
|
$227,241
0.12% of portfolio
|
Q2 2024
New holding
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
4,757
shares
|
$226,147
0.07% of portfolio
|
Q2 2024
Reduced 0.5%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
4,635
shares
|
$220,347
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
4,608
shares
|
$219,064
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
4,594
shares
|
$218,398
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
4,548
shares
|
$216,211
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
4,399
shares
|
$209,128
0.0% of portfolio
|
Q2 2024
New holding
|
|
Berry Wealth Group, LP
Granbury, TX |
Jul 31, 2024 Q2 2024 |
4,250
shares
|
$202,045
0.17% of portfolio
|
Q1 2024
New holding
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
4,235
shares
|
$201,331
0.0% of portfolio
|
Q1 2024
New holding
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,053
shares
|
$192,679
0.12% of portfolio
|
Q2 2023
Added 0.62%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
4,009
shares
|
$190,587
0.05% of portfolio
|
Q2 2024
Added 34.53%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
3,136
shares
|
$149,085
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
2,500
shares
|
$118,850
0.01% of portfolio
|
Q3 2023
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
2,500
shares
|
$118,850
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
2,268
shares
|
$107,820
0.01% of portfolio
|
Q4 2023
Added 224.0%
|