Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) 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 |
---|---|---|---|---|---|---|---|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
812K+ 55.97% |
$60.4M - $65M
|
2.26M
$220M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
397K+ 18.41% |
$29.5M - $31.7M
|
2.55M
$248M
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
259K+ 25.75% |
$19.3M - $20.7M
|
1.27M
$123M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
177K+ 17.21% |
$13.1M - $14.1M
|
1.2M
$117M
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
61.4KNew |
$4.57M - $4.92M
|
61.4K
$5.98M
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
59.1K+ 15.19% |
$4.4M - $4.73M
|
448K
$43.6M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
35.2K+ 49.03% |
$2.62M - $2.82M
|
107K
$10.4M
|
|
Jul 13, 2023
Q2 2023
|
Win Advisors, Inc
|
BUY
|
- |
34.2KNew |
$2.54M - $2.73M
|
34.2K
$3.32M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
32.6K+ 506.86% |
$2.42M - $2.6M
|
39K
$3.79M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.2K+ 1514.07% |
$2.17M - $2.33M
|
31.1K
$3.03M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
28.7K+ 49.92% |
$2.13M - $2.29M
|
86.1K
$8.38M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
25.5KNew |
$1.9M - $2.04M
|
25.5K
$2.48M
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
24.8K+ 1.91% |
$1.84M - $1.98M
|
1.32M
$129M
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15K+ 27.66% |
$1.11M - $1.2M
|
69.1K
$6.72M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.9K+ 16.2% |
$1.03M - $1.11M
|
99.4K
$9.68M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.5K+ 0.91% |
$932K - $1M
|
1.39M
$136M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.3K+ 30.8% |
$913K - $982K
|
52.1K
$5.07M
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
9.07KNew |
$675K - $726K
|
9.07K
$883K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9.06K+ 12.17% |
$674K - $725K
|
83.5K
$8.13M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.63K+ 321.33% |
$642K - $690K
|
11.3K
$1.1M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84K+ 14.43% |
$509K - $547K
|
54.3K
$5.28M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.71K+ 15.27% |
$499K - $537K
|
50.6K
$4.93M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.7K+ 4.29% |
$499K - $536K
|
163K
$15.8M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.73K+ 5.31% |
$426K - $458K
|
114K
$11.1M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.52K+ 7.72% |
$411K - $442K
|
77.1K
$7.5M
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.46K+ 28.55% |
$406K - $436K
|
24.6K
$2.39M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.46K+ 28.55% |
$406K - $436K
|
24.6K
$2.39M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.03K+ 48.77% |
$374K - $402K
|
15.3K
$1.49M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.63K+ 6.66% |
$344K - $370K
|
74.1K
$7.21M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.31K+ 267.06% |
$321K - $345K
|
5.93K
$577K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.16KNew |
$310K - $333K
|
4.16K
$405K
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
4.05KNew |
$301K - $324K
|
4.05K
$394K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.82K+ 312.28% |
$210K - $226K
|
3.73K
$363K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.54KNew |
$189K - $203K
|
2.54K
$247K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.51K+ 1.91% |
$187K - $201K
|
134K
$13.1M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
2.18K+ 11.46% |
$162K - $174K
|
21.2K
$2.06M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 4.35% |
$158K - $170K
|
51K
$4.96M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.02K+ 27.91% |
$150K - $161K
|
9.24K
$899K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.87KNew |
$139K - $149K
|
1.87K
$182K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.84K+ 23.28% |
$137K - $147K
|
9.75K
$949K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.71K+ 46.68% |
$127K - $137K
|
5.38K
$523K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.66K+ 17.52% |
$123K - $133K
|
11.1K
$1.08M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.39K+ 7.29% |
$103K - $111K
|
20.4K
$1.99M
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.38K+ 0.89% |
$103K - $110K
|
156K
$15.1M
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
959New |
$71.3K - $76.7K
|
959
$93.3K
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
806+ 0.41% |
$60K - $64.5K
|
197K
$19.2M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
796+ 19.39% |
$59.2K - $63.7K
|
4.9K
$477K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
610New |
$45.4K - $48.8K
|
610
$59.4K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
517+ 1.39% |
$38.5K - $41.4K
|
37.8K
$3.68M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
486+ 4.8% |
$36.2K - $38.9K
|
10.6K
$1.03M
|