Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
2.5K+ 2.43% |
$100K - $119K
|
105K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.1K+ 6.69% |
$84.4K - $100K
|
33.6K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
1.95K+ 5.34% |
$78.3K - $93K
|
38.4K
$1.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.83K+ 1.3% |
$73.5K - $87.4K
|
142K
$6.33M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.78KNew |
$71.5K - $85.1K
|
1.78K
$79.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.59K+ 5.68% |
$63.8K - $75.9K
|
29.6K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.46K+ 3.75% |
$58.5K - $69.6K
|
40.3K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.17K+ 105.97% |
$47.1K - $55.9K
|
2.28K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.13K+ 3.85% |
$45.2K - $53.7K
|
30.4K
$1.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
1.07K+ 9.33% |
$43K - $51.1K
|
12.5K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.02K+ 3.89% |
$40.8K - $48.5K
|
27.2K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
912+ 34.35% |
$36.6K - $43.5K
|
3.57K
$159K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
907+ 1.84% |
$36.4K - $43.3K
|
50.3K
$2.24M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
885+ 1.13% |
$35.5K - $42.2K
|
79.5K
$3.54M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
765New |
$30.7K - $36.5K
|
765
$34K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
613New |
$24.6K - $29.3K
|
613
$27.3K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
583+ 0.92% |
$23.4K - $27.8K
|
63.6K
$2.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
525+ 4.28% |
$21.1K - $25.1K
|
12.8K
$569K
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
462+ 4.12% |
$18.5K - $22.1K
|
11.7K
$519K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
439+ 9.78% |
$17.6K - $21K
|
4.93K
$219K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
433+ 1.19% |
$17.4K - $20.7K
|
36.7K
$1.63M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
399New |
$16K - $19K
|
399
$17.7K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
361New |
$14.5K - $17.2K
|
361
$16.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
338+ 5.32% |
$13.6K - $16.1K
|
6.69K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
337+ 3.91% |
$13.5K - $16.1K
|
8.96K
$398K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
333+ 3.9% |
$13.4K - $15.9K
|
8.88K
$395K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
268New |
$10.8K - $12.8K
|
268
$11.9K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
175+ 1.38% |
$7.03K - $8.35K
|
12.9K
$573K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
165+ 0.96% |
$6.62K - $7.88K
|
17.3K
$770K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
159New |
$6.38K - $7.59K
|
159
$7.07K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
156+ 1.4% |
$6.26K - $7.45K
|
11.3K
$503K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111New |
$4.46K - $5.3K
|
111
$4.94K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
108New |
$4.34K - $5.15K
|
108
$4.8K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
108+ 0.3% |
$4.34K - $5.15K
|
35.6K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
92+ 0.3% |
$3.69K - $4.39K
|
30.8K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
78New |
$3.13K - $3.72K
|
78
$3.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
52+ 0.13% |
$2.09K - $2.48K
|
40.7K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
45+ 2.53% |
$1.81K - $2.15K
|
1.83K
$81.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
24New |
$964 - $1.15K
|
24
$1.07K
|
|
|
May 13, 2025
Q1 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
22+ 0.3% |
$883 - $1.05K
|
7.29K
$324K
|
|
|
Apr 08, 2025
Q1 2025
|
Bowman & CO S.C.
|
BUY
|
- |
13+ 0.06% |
$522 - $620
|
23.2K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12+ 0.22% |
$482 - $573
|
5.59K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$402 - $477
|
5.05K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.48% |
$80.3 - $95.5
|
419
$18.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
1+ 0.02% |
$40.2 - $47.7
|
6.27K
$279K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$40.2 - $47.7
|
1
$44.5
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-4- 1.96% |
$161 - $191
|
200
$8.89K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16- 0.1% |
$642 - $764
|
15.9K
$706K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 16.98% |
$1.08K - $1.29K
|
132
$5.87K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
SELL
|
- |
-30- 0.35% |
$1.2K - $1.43K
|
8.43K
$375K
|