Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RPV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RPV) 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
445+ 0.29% |
$30.2K - $37K
|
155K
$14M
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
428+ 2.46% |
$29K - $35.6K
|
17.8K
$1.61M
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
348+ 0.61% |
$23.6K - $28.9K
|
57.6K
$5.19M
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
347+ 3.29% |
$23.5K - $28.9K
|
10.9K
$983K
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
340+ 1.31% |
$23.1K - $28.3K
|
26.2K
$2.37M
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
210+ 3.37% |
$14.2K - $17.5K
|
6.43K
$580K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
188New |
$12.8K - $15.6K
|
188
$17K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
170+ 1.73% |
$11.5K - $14.1K
|
9.99K
$901K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
167New |
$11.3K - $13.9K
|
167
$15.1K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
143+ 1.81% |
$9.7K - $11.9K
|
8.03K
$724K
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
134+ 2.04% |
$9.09K - $11.1K
|
6.7K
$605K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
118New |
$8.01K - $9.82K
|
118
$10.6K
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
96+ 0.61% |
$6.51K - $7.99K
|
15.8K
$1.43M
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
73New |
$4.95K - $6.07K
|
73
$6.58K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
63+ 9.57% |
$4.27K - $5.24K
|
721
$65K
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
33New |
$2.24K - $2.74K
|
33
$2.98K
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
33+ 0.62% |
$2.24K - $2.74K
|
5.35K
$483K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
32New |
$2.17K - $2.66K
|
32
$2.89K
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 0.59% |
$1.49K - $1.83K
|
3.78K
$341K
|
|
Aug 08, 2024
Q4 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
8+ 0.17% |
$543 - $665
|
4.82K
$435K
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7New |
$475 - $582
|
7
$631
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.03% |
$407 - $499
|
23.7K
$2.14M
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.03% |
$136 - $166
|
5.82K
$525K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.55% |
$67.9 - $83.2
|
182
$16.4K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.44% |
$67.9 - $83.2
|
227
$20.5K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 1.96% |
$67.9 - $83.2
|
52
$4.69K
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.43% |
$67.9 - $83.2
|
235
$21.2K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$67.9 - $83.2
|
2.81K
$253K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.73% |
$67.9 - $83.2
|
138
$12.4K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$67.9 - $83.2
|
1
$90.2
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 0.69% |
$67.9 - $83.2
|
146
$13.2K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.75% |
$67.9 - $83.2
|
135
$12.2K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 0.97% |
$339 - $416
|
510
$46K
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-15- 0.02% |
$1.02K - $1.25K
|
64K
$5.77M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-34- 0.76% |
$2.31K - $2.83K
|
4.42K
$399K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-60- 95.24% |
$4.07K - $4.99K
|
3
$271
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-69- 2.33% |
$4.68K - $5.74K
|
2.9K
$261K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-190- 0.65% |
$12.9K - $15.8K
|
28.9K
$2.61M
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-207- 7.11% |
$14K - $17.2K
|
2.71K
$244K
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-265- 4.23% |
$18K - $22K
|
6K
$541K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-297- 29.7% |
$20.2K - $24.7K
|
703
$63.4K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-300- 7.43% |
$20.4K - $25K
|
3.74K
$337K
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-327- 6.03% |
$22.2K - $27.2K
|
5.09K
$459K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-409- 8.08% |
$27.8K - $34K
|
4.65K
$420K
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-409- 3.24% |
$27.8K - $34K
|
12.2K
$1.1M
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-463- 13.47% |
$31.4K - $38.5K
|
2.97K
$268K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-515- 13.35% |
$34.9K - $42.8K
|
3.34K
$302K
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-548- 9.41% |
$37.2K - $45.6K
|
5.27K
$476K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-570- 7.35% |
$38.7K - $47.4K
|
7.18K
$648K
|