Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (RPV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RPV) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
274New |
$20.1K - $22.1K
|
274
$24.7K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
272+ 3.82% |
$19.9K - $22K
|
7.39K
$666K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
270New |
$19.8K - $21.8K
|
270
$24.4K
|
|
Oct 27, 2023
Q3 2023
|
Poplar Forest Capital LLC
|
BUY
|
- |
260+ 6.05% |
$19K - $21K
|
4.56K
$411K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
229+ 5.9% |
$16.8K - $18.5K
|
4.11K
$371K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
174+ 6.06% |
$12.7K - $14.1K
|
3.05K
$275K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
153+ 0.86% |
$11.2K - $12.4K
|
17.9K
$1.62M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
137New |
$10K - $11.1K
|
137
$12.4K
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
96+ 0.62% |
$7.03K - $7.75K
|
15.7K
$1.42M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
88+ 2.9% |
$6.45K - $7.11K
|
3.12K
$282K
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
85+ 3.06% |
$6.23K - $6.87K
|
2.86K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
51New |
$3.74K - $4.12K
|
51
$4.6K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
37+ 0.61% |
$2.71K - $2.99K
|
6.13K
$553K
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
32+ 0.61% |
$2.34K - $2.58K
|
5.32K
$480K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
26+ 0.74% |
$1.9K - $2.1K
|
3.52K
$318K
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 0.59% |
$1.61K - $1.78K
|
3.76K
$339K
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
21+ 0.34% |
$1.54K - $1.7K
|
6.22K
$561K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
18New |
$1.32K - $1.45K
|
18
$1.62K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
15+ 0.14% |
$1.1K - $1.21K
|
10.5K
$951K
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7+ 0.03% |
$513 - $565
|
23.7K
$2.14M
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
6+ 0.2% |
$440 - $485
|
2.97K
$267K
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.86% |
$147 - $162
|
234
$21.1K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.89% |
$147 - $162
|
226
$20.4K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.56% |
$73.3 - $80.8
|
181
$16.3K
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.69% |
$73.3 - $80.8
|
145
$13.1K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-20- 3.74% |
$1.47K - $1.62K
|
515
$46.5K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-21- 17.07% |
$1.54K - $1.7K
|
102
$9.2K
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-28- 0.75% |
$2.05K - $2.26K
|
3.73K
$336K
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-37- 0.44% |
$2.71K - $2.99K
|
8.43K
$761K
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-45- 5.17% |
$3.3K - $3.64K
|
825
$74.4K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-49- 1.92% |
$3.59K - $3.96K
|
2.5K
$226K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-67- 0.12% |
$4.91K - $5.41K
|
57.2K
$5.16M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-68- 0.15% |
$4.98K - $5.49K
|
45.2K
$4.08M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-71- 59.66% |
$5.2K - $5.74K
|
48
$4.33K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-71- 18.73% |
$5.2K - $5.74K
|
308
$27.8K
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-91- 1.54% |
$6.67K - $7.35K
|
5.82K
$525K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-94- 0.24% |
$6.89K - $7.59K
|
39K
$3.52M
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-107- 0.1% |
$7.84K - $8.64K
|
107K
$9.62M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-120- 7.65% |
$8.79K - $9.69K
|
1.45K
$131K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-123- 2.95% |
$9.01K - $9.94K
|
4.04K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-137- 2.1% |
$10K - $11.1K
|
6.39K
$577K
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-150- 0.99% |
$11K - $12.1K
|
15K
$1.35M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-197- 4.93% |
$14.4K - $15.9K
|
3.8K
$343K
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-212- 3.27% |
$15.5K - $17.1K
|
6.27K
$565K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-251- 1.84% |
$18.4K - $20.3K
|
13.4K
$1.21M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-255- 29.08% |
$18.7K - $20.6K
|
622
$56.1K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-287- 5.69% |
$21K - $23.2K
|
4.76K
$429K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-331- 7.7% |
$24.2K - $26.7K
|
3.97K
$358K
|