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 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.22K- 8.04% |
$129K - $155K
|
14K
$640K
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-1.33K- 0.34% |
$140K - $168K
|
386K
$17.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.37K- 9.87% |
$145K - $174K
|
12.5K
$570K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.44K- 42.96% |
$152K - $183K
|
1.91K
$87.3K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.62K- 42.86% |
$171K - $205K
|
2.16K
$98.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-1.71K- 9.82% |
$180K - $217K
|
15.7K
$716K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.03K- 21.77% |
$214K - $257K
|
7.28K
$332K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.18K- 11.07% |
$230K - $277K
|
17.5K
$799K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.36K- 34.25% |
$250K - $300K
|
4.53K
$207K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.01K- 0.71% |
$318K - $382K
|
418K
$19.1M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.03K- 69.01% |
$426K - $511K
|
1.81K
$82.6K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-6.03K- 20.1% |
$638K - $766K
|
24K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.4K- 29.41% |
$1.1M - $1.32M
|
24.9K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.8K- 6.7% |
$1.46M - $1.75M
|
192K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.7K- 42.65% |
$1.66M - $2M
|
21.1K
$965K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22K- 91.73% |
$2.33M - $2.8M
|
1.99K
$90.7K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-30.3K- 66.08% |
$3.2M - $3.84M
|
15.5K
$710K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-67.6K- 83.6% |
$7.15M - $8.58M
|
13.3K
$605K
|