Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (RPV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RPV) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
80+ 131.15% |
$6.57K - $7.03K
|
141
$12.7K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
78+ 0.17% |
$6.41K - $6.85K
|
45.4K
$4.1M
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
50+ 0.92% |
$4.11K - $4.39K
|
5.51K
$497K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
48+ 0.72% |
$3.94K - $4.22K
|
6.73K
$607K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32New |
$2.63K - $2.81K
|
32
$2.89K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
28+ 0.12% |
$2.3K - $2.46K
|
23.8K
$2.14M
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
27+ 0.5% |
$2.22K - $2.37K
|
5.41K
$488K
|
|
Aug 12, 2024
Q2 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
24+ 0.45% |
$1.97K - $2.11K
|
5.34K
$481K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 0.5% |
$1.56K - $1.67K
|
3.82K
$344K
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
18+ 0.51% |
$1.48K - $1.58K
|
3.55K
$320K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
9+ 0.15% |
$740 - $791
|
6.16K
$556K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.15% |
$411 - $439
|
3.29K
$297K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3+ 0.12% |
$247 - $264
|
2.43K
$219K
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
1+ 0.41% |
$82.2 - $87.9
|
246
$22.2K
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.44% |
$82.2 - $87.9
|
229
$20.7K
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$82.2 - $87.9
|
238
$21.5K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$82.2 - $87.9
|
2.81K
$254K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.11% |
$82.2 - $87.9
|
91
$8.21K
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 1.19% |
$82.2 - $87.9
|
85
$7.67K
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.68% |
$82.2 - $87.9
|
148
$13.3K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.98% |
$411 - $439
|
505
$45.6K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6- 0.44% |
$493 - $527
|
1.37K
$123K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-12- 0.27% |
$986 - $1.05K
|
4.5K
$406K
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-13- 0.03% |
$1.07K - $1.14K
|
50.3K
$4.54M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-33- 7.27% |
$2.71K - $2.9K
|
421
$38K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-37- 0.04% |
$3.04K - $3.25K
|
101K
$9.08M
|
|
Aug 05, 2024
Q2 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-99- 0.64% |
$8.14K - $8.7K
|
15.3K
$1.38M
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-100- 0.51% |
$8.22K - $8.79K
|
19.6K
$1.76M
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-106- 1.82% |
$8.71K - $9.31K
|
5.72K
$516K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-107- 0.91% |
$8.79K - $9.4K
|
11.7K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-124- 2.17% |
$10.2K - $10.9K
|
5.6K
$505K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-127- 0.99% |
$10.4K - $11.2K
|
12.7K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-128- 2.04% |
$10.5K - $11.2K
|
6.14K
$554K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-135- 3.91% |
$11.1K - $11.9K
|
3.32K
$299K
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-159- 3.37% |
$13.1K - $14K
|
4.56K
$411K
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-175- 1.43% |
$14.4K - $15.4K
|
12K
$1.09M
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-194- 8.41% |
$15.9K - $17K
|
2.11K
$191K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-195- 85.53% |
$16K - $17.1K
|
33
$2.98K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-216- 7.8% |
$17.8K - $19K
|
2.55K
$230K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-245- 67.12% |
$20.1K - $21.5K
|
120
$10.8K
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-247- 6.18% |
$20.3K - $21.7K
|
3.75K
$338K
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-295- 35.76% |
$24.2K - $25.9K
|
530
$47.8K
|
|
Aug 08, 2024
Q2 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-347- 4.08% |
$28.5K - $30.5K
|
8.16K
$736K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-422- 2.2% |
$34.7K - $37.1K
|
18.8K
$1.69M
|
|
Jul 24, 2024
Q2 2024
|
Planned Solutions, Inc.
|
SELL
|
- |
-531- 1.18% |
$43.6K - $46.6K
|
44.5K
$4.02M
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-558- 7.9% |
$45.9K - $49K
|
6.51K
$587K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-578- 6.48% |
$47.5K - $50.8K
|
8.35K
$753K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-600- 23.45% |
$49.3K - $52.7K
|
1.96K
$177K
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-621- 18.47% |
$51K - $54.6K
|
2.74K
$247K
|