Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.9K+ 386.9% |
$1.54M - $1.75M
|
52.7K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.1K+ 18.93% |
$706K - $800K
|
120K
$5.86M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
11.7K+ 8.35% |
$431K - $489K
|
152K
$7.4M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
10.1K+ 404.04% |
$372K - $423K
|
12.6K
$615K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
8.3KNew |
$306K - $347K
|
8.3K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.54KNew |
$278K - $315K
|
7.54K
$368K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.19KNew |
$228K - $259K
|
6.19K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.19K+ 17.24% |
$191K - $217K
|
35.3K
$1.72M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.03KNew |
$186K - $211K
|
5.03K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.07K+ 15.97% |
$113K - $128K
|
22.3K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3K+ 48.92% |
$111K - $126K
|
9.13K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.9K+ 1.41% |
$107K - $121K
|
209K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.22K+ 1.38% |
$81.9K - $92.9K
|
163K
$7.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
1.57K+ 224.0% |
$57.8K - $65.6K
|
2.27K
$111K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1KNew |
$36.9K - $41.9K
|
1K
$48.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
895New |
$33K - $37.5K
|
895
$43.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
325New |
$12K - $13.6K
|
325
$15.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
325New |
$12K - $13.6K
|
325
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
158New |
$5.83K - $6.61K
|
158
$7.71K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
107New |
$3.95K - $4.48K
|
107
$5.22K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
100+ 0.92% |
$3.69K - $4.19K
|
11K
$536K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32+ 0.19% |
$1.18K - $1.34K
|
16.9K
$822K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21+ 0.14% |
$775 - $879
|
15.5K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 0.28% |
$738 - $837
|
7.19K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20+ 0.04% |
$738 - $837
|
54.6K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
15+ 0.29% |
$553 - $628
|
5.16K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9+ 0.23% |
$332 - $377
|
3.95K
$193K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
9+ 0.29% |
$332 - $377
|
3.13K
$153K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2+ 0.4% |
$73.8 - $83.7
|
500
$24.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.23% |
$73.8 - $83.7
|
876
$42.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 1.64% |
$36.9 - $41.9
|
62
$3.03K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.06% |
$36.9 - $41.9
|
1.73K
$84.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.01% |
$36.9 - $41.9
|
7.47K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.53% |
$36.9 - $41.9
|
191
$9.32K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 5.0% |
$36.9 - $41.9
|
21
$1.03K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.12% |
$36.9 - $41.9
|
846
$41.3K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$36.9 - $41.9
|
21.9K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-85- 1.23% |
$3.14K - $3.56K
|
6.8K
$332K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-125- 2.09% |
$4.61K - $5.23K
|
5.85K
$285K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-135- 2.38% |
$4.98K - $5.65K
|
5.53K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-160- 10.92% |
$5.9K - $6.7K
|
1.31K
$63.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-200- 12.9% |
$7.38K - $8.37K
|
1.35K
$65.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.11K- 2.29% |
$41K - $46.5K
|
47.4K
$2.31M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.92K- 13.84% |
$70.8K - $80.4K
|
12K
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-2K- 3.81% |
$73.8K - $83.7K
|
50.5K
$2.46M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-2.8KClosed |
$103K - $117K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.1K- 30.09% |
$114K - $130K
|
7.19K
$351K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-3.91K- 1.96% |
$144K - $164K
|
196K
$9.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.27K- 16.49% |
$158K - $179K
|
21.6K
$1.06M
|