Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
495+ 9.02% |
$51.6K - $56.7K
|
5.98K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
470+ 19.8% |
$49K - $53.8K
|
2.84K
$130K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
363+ 3.35% |
$37.8K - $41.6K
|
11.2K
$511K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
352+ 1.34% |
$36.7K - $40.3K
|
26.6K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
330+ 3.4% |
$34.4K - $37.8K
|
10K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
288+ 7.73% |
$30K - $33K
|
4.01K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
279New |
$29.1K - $32K
|
279
$12.7K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$12.4K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
271New |
$28.2K - $31K
|
271
$12.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
266+ 5.82% |
$27.7K - $30.5K
|
4.83K
$221K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
250+ 24.27% |
$26.1K - $28.6K
|
1.28K
$58.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
181+ 45.59% |
$18.9K - $20.7K
|
578
$26.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
140+ 1.27% |
$14.6K - $16K
|
11.2K
$509K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
134+ 24.68% |
$14K - $15.3K
|
677
$30.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
131New |
$13.7K - $15K
|
131
$5.98K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
114+ 1.98% |
$11.9K - $13.1K
|
5.86K
$268K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
97New |
$10.1K - $11.1K
|
97
$4.43K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
90New |
$9.38K - $10.3K
|
90
$4.11K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
90+ 0.66% |
$9.38K - $10.3K
|
13.8K
$629K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
75New |
$7.82K - $8.59K
|
75
$3.43K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.68% |
$3.33K - $3.66K
|
4.74K
$216K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30+ 0.27% |
$3.13K - $3.44K
|
11.2K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
19+ 0.3% |
$1.98K - $2.18K
|
6.44K
$294K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
11+ 0.21% |
$1.15K - $1.26K
|
5.24K
$239K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
10+ 0.21% |
$1.04K - $1.15K
|
4.8K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Treynor Bancshares, Inc.
|
BUY
|
- |
7+ 0.3% |
$729 - $802
|
2.31K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 0.41% |
$417 - $458
|
973
$44.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4+ 0.12% |
$417 - $458
|
3.43K
$157K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.1% |
$208 - $229
|
1.99K
$90.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17- 1.14% |
$1.77K - $1.95K
|
1.48K
$67.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-28- 0.85% |
$2.92K - $3.21K
|
3.25K
$148K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-41- 42.71% |
$4.27K - $4.7K
|
55
$2.51K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-55- 2.37% |
$5.73K - $6.3K
|
2.26K
$103K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-67- 3.33% |
$6.98K - $7.67K
|
1.95K
$89K
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-94- 17.0% |
$9.79K - $10.8K
|
459
$21K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-103- 5.22% |
$10.7K - $11.8K
|
1.87K
$85.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-117- 2.06% |
$12.2K - $13.4K
|
5.56K
$254K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-119- 0.95% |
$12.4K - $13.6K
|
12.4K
$565K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-137- 5.29% |
$14.3K - $15.7K
|
2.45K
$112K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-153- 1.14% |
$15.9K - $17.5K
|
13.3K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-188- 6.15% |
$19.6K - $21.5K
|
2.87K
$131K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-210- 4.18% |
$21.9K - $24.1K
|
4.82K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-233- 1.95% |
$24.3K - $26.7K
|
11.7K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-248- 0.24% |
$25.8K - $28.4K
|
103K
$4.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-284- 5.25% |
$29.6K - $32.5K
|
5.13K
$234K
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-301- 10.97% |
$31.4K - $34.5K
|
2.44K
$112K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-302- 0.32% |
$31.5K - $34.6K
|
93.7K
$4.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-418- 61.2% |
$43.6K - $47.9K
|
265
$12.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-525- 4.61% |
$54.7K - $60.1K
|
10.9K
$496K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-948- 4.55% |
$98.8K - $109K
|
19.9K
$908K
|