Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.36K- 3.4% |
$52.4K - $58.2K
|
38.7K
$1.77M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.43K- 5.12% |
$55.2K - $61.3K
|
26.5K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.49K- 5.1% |
$57.6K - $63.9K
|
27.8K
$1.27M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.65K- 2.9% |
$63.5K - $70.5K
|
55.1K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.08K- 19.1% |
$80.2K - $89K
|
8.81K
$402K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.68K- 15.17% |
$103K - $115K
|
15K
$684K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.51K- 80.69% |
$135K - $150K
|
840
$38.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.59K- 15.8% |
$138K - $154K
|
19.1K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.64K- 31.28% |
$140K - $156K
|
7.99K
$365K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 2.02% |
$193K - $214K
|
243K
$11.1M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.34K- 22.41% |
$206K - $229K
|
18.5K
$845K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.88K- 55.41% |
$227K - $252K
|
4.73K
$216K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.2K- 12.35% |
$278K - $308K
|
51.1K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.26K- 10.41% |
$280K - $311K
|
62.5K
$2.85M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.57K- 0.35% |
$292K - $324K
|
2.17M
$99.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.03K- 5.51% |
$310K - $344K
|
138K
$6.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-8.06K- 29.56% |
$311K - $345K
|
19.2K
$877K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8.47K- 35.73% |
$327K - $363K
|
15.2K
$696K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-8.68K- 14.56% |
$335K - $372K
|
50.9K
$2.33M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-9.78K- 28.11% |
$377K - $419K
|
25K
$1.14M
|
|
|
Nov 18, 2024
Q1 2024
|
Valued Retirements, Inc.
Houston, TX |
SELL
|
- |
-10.3K- 11.11% |
$395K - $439K
|
82K
$3.75M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-11.8K- 2.28% |
$455K - $505K
|
507K
$23.2M
|
|
|
May 03, 2024
Q1 2024
|
Wbi Investments, Inc.
|
SELL
|
- |
-12.8K- 68.14% |
$492K - $547K
|
5.97K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-14K- 82.92% |
$540K - $599K
|
2.88K
$132K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.4K- 8.96% |
$592K - $657K
|
156K
$7.13M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-16.3K- 18.86% |
$628K - $698K
|
70.1K
$3.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-16.8K- 5.05% |
$647K - $718K
|
316K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-20.4K- 44.7% |
$786K - $873K
|
25.2K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-25.1K- 63.91% |
$968K - $1.07M
|
14.2K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-27.4K- 24.33% |
$1.06M - $1.17M
|
85.2K
$3.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-30.7K- 56.88% |
$1.18M - $1.31M
|
23.2K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-39.5K- 39.03% |
$1.52M - $1.69M
|
61.7K
$2.82M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-43.3K- 1.48% |
$1.67M - $1.86M
|
2.88M
$131M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.2K- 41.98% |
$1.74M - $1.93M
|
62.4K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.8K- 58.93% |
$1.77M - $1.96M
|
31.9K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-46.4K- 16.04% |
$1.79M - $1.99M
|
243K
$11.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-48.2K- 52.21% |
$1.86M - $2.06M
|
44.1K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.8K- 3.38% |
$1.92M - $2.13M
|
1.43M
$65.1M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-51.4K- 80.24% |
$1.98M - $2.2M
|
12.7K
$579K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-52.4K- 90.73% |
$2.02M - $2.24M
|
5.35K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-61.7K- 5.67% |
$2.38M - $2.64M
|
1.03M
$46.9M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-167K- 17.75% |
$6.45M - $7.16M
|
775K
$35.4M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-184K- 70.23% |
$7.09M - $7.87M
|
77.9K
$3.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-347K- 29.17% |
$13.4M - $14.8M
|
841K
$38.4M
|