Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
100KNew |
$4.01M - $5.07M
|
100K
$4.88M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
48.9KNew |
$1.96M - $2.48M
|
48.9K
$2.39M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
35KNew |
$1.4M - $1.77M
|
35K
$1.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4K+ 123.41% |
$978K - $1.24M
|
44.1K
$2.15M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24K+ 14.7% |
$964K - $1.22M
|
187K
$9.15M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
20.4KNew |
$820K - $1.04M
|
20.4K
$997K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
20.4K+ 13.43% |
$818K - $1.03M
|
172K
$8.4M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 40.51% |
$742K - $938K
|
64.1K
$3.13M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.8K+ 37.43% |
$634K - $801K
|
58K
$2.83M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13K+ 58.81% |
$522K - $660K
|
35.1K
$1.72M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.7KNew |
$431K - $545K
|
10.7K
$524K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.27K+ 4.44% |
$372K - $470K
|
218K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.27K+ 4.44% |
$372K - $470K
|
218K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.75KNew |
$271K - $342K
|
6.75K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$194K - $245K
|
4.83K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
4.78KNew |
$192K - $242K
|
4.78K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.66KNew |
$187K - $236K
|
4.66K
$227K
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
4.28KNew |
$172K - $217K
|
4.28K
$209K
|
|
|
Apr 22, 2024
Q1 2024
|
Berry Wealth Group, LP
Granbury, TX |
BUY
|
- |
4.25KNew |
$171K - $215K
|
4.25K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.24KNew |
$170K - $215K
|
4.24K
$207K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
4.08KNew |
$164K - $207K
|
4.08K
$199K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.01KNew |
$161K - $203K
|
4.01K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.99KNew |
$160K - $202K
|
3.99K
$195K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.99KNew |
$160K - $202K
|
3.99K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.9K+ 8.67% |
$76.1K - $96.1K
|
23.8K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.83KNew |
$73.3K - $92.5K
|
1.83K
$89.1K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.74K+ 10.31% |
$69.7K - $88.1K
|
18.6K
$907K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.56K+ 20.89% |
$62.7K - $79.1K
|
9.03K
$441K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.12K+ 28.38% |
$45K - $56.8K
|
5.07K
$247K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.09K+ 2186.0% |
$43.9K - $55.4K
|
1.14K
$55.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
846New |
$34K - $42.9K
|
846
$41.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
750New |
$30.1K - $38K
|
750
$36.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
601+ 9.71% |
$24.1K - $30.5K
|
6.79K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
540New |
$21.7K - $27.4K
|
540
$26.4K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
408+ 4.47% |
$16.4K - $20.7K
|
9.54K
$466K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
400+ 5.31% |
$16.1K - $20.3K
|
7.94K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
400New |
$16.1K - $20.3K
|
400
$19.5K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
322+ 6.4% |
$12.9K - $16.3K
|
5.35K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
290New |
$11.6K - $14.7K
|
290
$14.2K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
262+ 34.25% |
$10.5K - $13.3K
|
1.03K
$50.1K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
142New |
$5.7K - $7.2K
|
142
$6.93K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
135+ 2.44% |
$5.42K - $6.84K
|
5.66K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
50New |
$2.01K - $2.54K
|
50
$2.44K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
39+ 0.44% |
$1.57K - $1.98K
|
8.95K
$437K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
18+ 0.14% |
$723 - $913
|
12.6K
$616K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10+ 0.06% |
$401 - $507
|
15.5K
$757K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9+ 0.13% |
$361 - $456
|
7.2K
$351K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5New |
$201 - $254
|
5
$244
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.16% |
$201 - $254
|
3.13K
$153K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2+ 0.02% |
$80.3 - $101
|
8.3K
$405K
|