Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 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 |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
880+ 18.36% |
$93.1K - $112K
|
5.67K
$259K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
875+ 18.64% |
$92.5K - $111K
|
5.57K
$254K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
818+ 28.15% |
$86.5K - $104K
|
3.72K
$170K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
795+ 7.51% |
$84.1K - $101K
|
11.4K
$520K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
735+ 13.7% |
$77.7K - $93.3K
|
6.1K
$279K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
730+ 29.95% |
$77.2K - $92.7K
|
3.17K
$145K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
712+ 17.17% |
$75.3K - $90.4K
|
4.86K
$222K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
710+ 5.56% |
$75.1K - $90.2K
|
13.5K
$615K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
684+ 6.75% |
$72.3K - $86.9K
|
10.8K
$494K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
533+ 5.09% |
$56.4K - $67.7K
|
11K
$503K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
518+ 18.07% |
$54.8K - $65.8K
|
3.38K
$155K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
450+ 42.98% |
$47.6K - $57.1K
|
1.5K
$68.4K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
418+ 157.74% |
$44.2K - $53.1K
|
683
$31.2K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
308+ 13.49% |
$32.6K - $39.1K
|
2.59K
$118K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
301+ 12.33% |
$31.8K - $38.2K
|
2.74K
$125K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
300+ 10.08% |
$31.7K - $38.1K
|
3.28K
$150K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
265+ 5.15% |
$28K - $33.6K
|
5.41K
$247K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
265+ 1.29% |
$28K - $33.6K
|
20.8K
$951K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
173+ 20.19% |
$18.3K - $22K
|
1.03K
$47.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
169New |
$17.9K - $21.5K
|
169
$7.72K
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
117New |
$12.4K - $14.9K
|
117
$5.34K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
85+ 772.73% |
$8.99K - $10.8K
|
96
$4.39K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
78+ 0.7% |
$8.25K - $9.9K
|
11.1K
$509K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70+ 0.27% |
$7.4K - $8.89K
|
26.5K
$1.21M
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
53+ 15.41% |
$5.6K - $6.73K
|
397
$18.1K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
30New |
$3.17K - $3.81K
|
30
$1.37K
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
20New |
$2.11K - $2.54K
|
20
$914
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19+ 0.97% |
$2.01K - $2.41K
|
1.98K
$90.2K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
15+ 0.29% |
$1.59K - $1.9K
|
5.23K
$239K
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
14+ 0.29% |
$1.48K - $1.78K
|
4.79K
$219K
|
|
May 15, 2023
Q1 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
10+ 0.44% |
$1.06K - $1.27K
|
2.31K
$105K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7+ 0.3% |
$740 - $889
|
2.32K
$106K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.13% |
$423 - $508
|
3.06K
$140K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 0.37% |
$211 - $254
|
543
$24.8K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 3.33% |
$106 - $127
|
31
$1.42K
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 1.0% |
$106 - $127
|
101
$4.61K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2- 0.09% |
$211 - $254
|
2.16K
$98.5K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-8- 1.43% |
$846 - $1.02K
|
553
$25.3K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-76- 2.4% |
$8.04K - $9.65K
|
3.09K
$141K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-117- 10.77% |
$12.4K - $14.9K
|
969
$44.3K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-145- 3.08% |
$15.3K - $18.4K
|
4.57K
$209K
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-231- 6.65% |
$24.4K - $29.3K
|
3.24K
$148K
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-363- 3.41% |
$38.4K - $46.1K
|
10.3K
$470K
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-458- 1.4% |
$48.4K - $58.2K
|
32.1K
$1.47M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-630- 1.65% |
$66.6K - $80K
|
37.5K
$1.71M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-673- 4.22% |
$71.2K - $85.5K
|
15.3K
$698K
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-677- 25.15% |
$71.6K - $86K
|
2.02K
$92K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-719- 12.52% |
$76K - $91.3K
|
5.03K
$230K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-814- 8.15% |
$86.1K - $103K
|
9.17K
$419K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-906- 12.37% |
$95.8K - $115K
|
6.42K
$293K
|