Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 3.63% |
$234K - $290K
|
68.2K
$8.22M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.81KNew |
$178K - $220K
|
1.81K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.71KNew |
$168K - $208K
|
1.71K
$206K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
312+ 0.42% |
$30.6K - $37.8K
|
74.3K
$8.95M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
100+ 100.0% |
$9.8K - $12.1K
|
200
$24.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
82+ 46.59% |
$8.03K - $9.94K
|
258
$31.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46+ 1.25% |
$4.51K - $5.58K
|
3.72K
$448K
|
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
24+ 1.1% |
$2.35K - $2.91K
|
2.21K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
21New |
$2.06K - $2.55K
|
21
$2.53K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$98 - $121
|
173
$20.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-29- 20.71% |
$2.84K - $3.52K
|
111
$13.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-84- 11.81% |
$8.23K - $10.2K
|
627
$75.5K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-114- 0.89% |
$11.2K - $13.8K
|
12.7K
$1.53M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-193- 4.67% |
$18.9K - $23.4K
|
3.94K
$475K
|
|
|
Aug 01, 2025
Q2 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
SELL
|
- |
-214- 8.63% |
$21K - $25.9K
|
2.27K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-479- 16.63% |
$46.9K - $58.1K
|
2.4K
$289K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-691- 11.57% |
$67.7K - $83.8K
|
5.28K
$636K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.23K- 40.26% |
$121K - $149K
|
1.83K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 7.21% |
$159K - $197K
|
20.9K
$2.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.9K- 74.51% |
$186K - $230K
|
650
$78.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
SELL
|
- |
-2.47K- 57.46% |
$241K - $299K
|
1.83K
$220K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.78K- 25.02% |
$370K - $458K
|
11.3K
$1.36M
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.57K- 51.8% |
$546K - $676K
|
5.19K
$624K
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-5.61K- 62.35% |
$550K - $680K
|
3.39K
$408K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-18.3K- 86.01% |
$1.79M - $2.22M
|
2.98K
$358K
|