Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (RPV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RPV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
77+ 3.11% |
$5.48K - $5.99K
|
2.55K
$230K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
67+ 1.15% |
$4.77K - $5.21K
|
5.91K
$533K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$3.56K - $3.89K
|
50
$4.51K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
43+ 53.75% |
$3.06K - $3.34K
|
123
$11.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
41+ 0.09% |
$2.92K - $3.19K
|
44.3K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40+ 0.66% |
$2.85K - $3.11K
|
6.1K
$550K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
36+ 0.15% |
$2.56K - $2.8K
|
23.7K
$2.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
35+ 0.67% |
$2.49K - $2.72K
|
5.29K
$477K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
34+ 0.86% |
$2.42K - $2.64K
|
4K
$361K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
23+ 0.62% |
$1.64K - $1.79K
|
3.73K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
10+ 0.37% |
$712 - $778
|
2.68K
$242K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.2% |
$427 - $467
|
2.96K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
4+ 0.27% |
$285 - $311
|
1.5K
$135K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.45% |
$71.2 - $77.8
|
224
$20.2K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.43% |
$71.2 - $77.8
|
232
$20.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.7% |
$71.2 - $77.8
|
144
$13K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-5- 1.08% |
$356 - $389
|
457
$41.2K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7- 0.03% |
$499 - $544
|
23.7K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.28% |
$1.07K - $1.17K
|
5.43K
$490K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-35- 1.3% |
$2.49K - $2.72K
|
2.65K
$239K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-59- 0.61% |
$4.2K - $4.59K
|
9.64K
$870K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-64- 0.97% |
$4.56K - $4.98K
|
6.53K
$589K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-74- 1.02% |
$5.27K - $5.75K
|
7.17K
$647K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-77- 0.9% |
$5.48K - $5.99K
|
8.47K
$764K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 2.71% |
$7.12K - $7.78K
|
3.59K
$324K
|
|
|
Jul 28, 2023
Q2 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-120- 3.3% |
$8.55K - $9.33K
|
3.52K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-135- 2.61% |
$9.62K - $10.5K
|
5.04K
$455K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-149- 6.18% |
$10.6K - $11.6K
|
2.26K
$204K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-156- 3.61% |
$11.1K - $12.1K
|
4.16K
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-182- 5.66% |
$13K - $14.2K
|
3.04K
$274K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-209- 4.33% |
$14.9K - $16.2K
|
4.61K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-251- 3.39% |
$17.9K - $19.5K
|
7.15K
$645K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-293- 4.51% |
$20.9K - $22.8K
|
6.2K
$560K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-327- 10.1% |
$23.3K - $25.4K
|
2.91K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-380- 6.46% |
$27.1K - $29.5K
|
5.5K
$496K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-400- 31.5% |
$28.5K - $31.1K
|
870
$78.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Acr Alpine Capital Research, LLC
|
SELL
|
- |
-407- 0.38% |
$29K - $31.6K
|
106K
$9.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-444- 1.12% |
$31.6K - $34.5K
|
39.1K
$3.53M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-450- 4.1% |
$32.1K - $35K
|
10.5K
$950K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-519- 6.32% |
$37K - $40.4K
|
7.7K
$694K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-530- 16.04% |
$37.8K - $41.2K
|
2.78K
$250K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-691- 4.48% |
$49.2K - $53.7K
|
14.7K
$1.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-734- 2.76% |
$52.3K - $57.1K
|
25.9K
$2.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 25.91% |
$57K - $62.2K
|
2.29K
$206K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-880- 24.3% |
$62.7K - $68.4K
|
2.74K
$247K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-893- 1.77% |
$63.6K - $69.4K
|
49.6K
$4.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.02K- 13.57% |
$72.4K - $79.1K
|
6.48K
$584K
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.14K- 0.87% |
$81K - $88.4K
|
130K
$11.7M
|