Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) 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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
444+ 5.3% |
$43K - $46.3K
|
8.82K
$901K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
425+ 8.93% |
$41.2K - $44.4K
|
5.19K
$529K
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
374New |
$36.2K - $39K
|
374
$38.2K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
350+ 2.0% |
$33.9K - $36.5K
|
17.8K
$1.82M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
259+ 154.17% |
$25.1K - $27K
|
427
$43.6K
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
242New |
$23.4K - $25.3K
|
242
$24.7K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
207+ 6.11% |
$20.1K - $21.6K
|
3.6K
$367K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200New |
$19.4K - $20.9K
|
200
$20.4K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
176+ 1.48% |
$17.1K - $18.4K
|
12.1K
$1.23M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
168+ 0.39% |
$16.3K - $17.5K
|
43.4K
$4.43M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
134+ 0.72% |
$13K - $14K
|
18.8K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
115New |
$11.1K - $12K
|
115
$11.7K
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
100New |
$9.69K - $10.4K
|
100
$10.2K
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 3.19% |
$9.69K - $10.4K
|
3.23K
$330K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
98New |
$9.5K - $10.2K
|
98
$10K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
80New |
$7.75K - $8.35K
|
80
$8.17K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
78+ 2.88% |
$7.56K - $8.14K
|
2.79K
$285K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74+ 1.34% |
$7.17K - $7.72K
|
5.59K
$571K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
71New |
$6.88K - $7.41K
|
71
$7.25K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52+ 0.85% |
$5.04K - $5.43K
|
6.14K
$627K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
35+ 7.29% |
$3.39K - $3.65K
|
515
$52.6K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20New |
$1.94K - $2.09K
|
20
$2.04K
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
11+ 0.37% |
$1.07K - $1.15K
|
2.99K
$305K
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.38% |
$1.07K - $1.15K
|
2.93K
$299K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
10+ 0.32% |
$969 - $1.04K
|
3.09K
$315K
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9+ 0.27% |
$872 - $940
|
3.33K
$340K
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 0.16% |
$775 - $835
|
5.16K
$527K
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
6+ 0.22% |
$581 - $626
|
2.72K
$278K
|
|
May 13, 2025
Q1 2025
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
5+ 0.11% |
$485 - $522
|
4.67K
$477K
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.01% |
$388 - $418
|
32.7K
$3.34M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4+ 0.13% |
$388 - $418
|
3.08K
$315K
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
2+ 0.49% |
$194 - $209
|
407
$41.6K
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.13% |
$194 - $209
|
1.56K
$159K
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$194 - $209
|
2.22K
$227K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$194 - $209
|
361
$36.9K
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2+ 0.66% |
$194 - $209
|
306
$31.2K
|
|
May 06, 2025
Q1 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1+ 0.0% |
$96.9 - $104
|
33.7K
$3.44M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.39% |
$96.9 - $104
|
259
$26.4K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.99% |
$96.9 - $104
|
102
$10.4K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-3- 0.13% |
$291 - $313
|
2.31K
$236K
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-6- 0.08% |
$581 - $626
|
7.53K
$769K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-16- 3.1% |
$1.55K - $1.67K
|
500
$51.1K
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-18- 0.03% |
$1.74K - $1.88K
|
52.1K
$5.32M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30- 0.02% |
$2.91K - $3.13K
|
127K
$13M
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-54- 0.57% |
$5.23K - $5.64K
|
9.4K
$960K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-57- 1.77% |
$5.52K - $5.95K
|
3.16K
$323K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-64- 0.16% |
$6.2K - $6.68K
|
41K
$4.18M
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-81- 1.1% |
$7.85K - $8.46K
|
7.3K
$745K
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-95- 1.49% |
$9.21K - $9.92K
|
6.26K
$640K
|