Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
138K+ 567.55% |
$14.1M - $15.2M
|
162K
$17.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
93.7KNew |
$9.58M - $10.4M
|
93.7K
$10.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
73.7K+ 112.93% |
$7.53M - $8.15M
|
139K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.8K+ 26.71% |
$2.84M - $3.08M
|
132K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19K+ 43.04% |
$1.94M - $2.11M
|
63.3K
$6.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.9K+ 6.3% |
$1.73M - $1.87M
|
285K
$31.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$1.34M - $1.45M
|
13.1K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.07KNew |
$926K - $1M
|
9.07K
$995K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.88KNew |
$601K - $651K
|
5.88K
$645K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.76K+ 4.71% |
$588K - $637K
|
128K
$14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.75K+ 62.02% |
$587K - $636K
|
15K
$1.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.29K+ 1.38% |
$541K - $586K
|
387K
$42.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.97K+ 3.05% |
$508K - $550K
|
168K
$18.4M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
2.12K+ 13.45% |
$217K - $235K
|
17.9K
$1.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.03K+ 29.85% |
$207K - $224K
|
8.81K
$967K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1.86KNew |
$190K - $205K
|
1.86K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.77K+ 4.76% |
$181K - $196K
|
39K
$4.28M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.25K+ 6.56% |
$128K - $138K
|
20.3K
$2.22M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 1.54% |
$104K - $113K
|
67.6K
$7.41M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
893+ 36.9% |
$91.2K - $98.8K
|
3.31K
$364K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
535+ 2.53% |
$54.7K - $59.2K
|
21.7K
$2.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
305+ 5.31% |
$31.2K - $33.8K
|
6.05K
$664K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
281+ 2.7% |
$28.7K - $31.1K
|
10.7K
$1.17M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
158+ 0.48% |
$16.1K - $17.5K
|
33.1K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
154+ 0.36% |
$15.7K - $17K
|
43.2K
$4.74M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
131New |
$13.4K - $14.5K
|
131
$14.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
66+ 2.58% |
$6.74K - $7.3K
|
2.62K
$288K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
20+ 0.27% |
$2.04K - $2.21K
|
7.54K
$827K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.23% |
$511 - $553
|
2.21K
$243K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
2+ 0.13% |
$204 - $221
|
1.56K
$171K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$102 - $111
|
363
$39.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-11- 0.03% |
$1.12K - $1.22K
|
40.2K
$4.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 33.33% |
$10.2K - $11.1K
|
200
$21.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-132- 1.44% |
$13.5K - $14.6K
|
9.01K
$989K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-154- 5.33% |
$15.7K - $17K
|
2.73K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-155- 67.39% |
$15.8K - $17.2K
|
75
$8.23K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 79.5% |
$19.4K - $21K
|
49
$5.38K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-433- 43.74% |
$44.2K - $47.9K
|
557
$61.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-561- 1.26% |
$57.3K - $62.1K
|
44K
$4.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-735- 1.41% |
$75.1K - $81.3K
|
51.3K
$5.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.21K- 14.4% |
$124K - $134K
|
7.19K
$789K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.39K- 18.85% |
$142K - $154K
|
6K
$658K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.08K- 37.68% |
$212K - $230K
|
3.44K
$377K
|
|
|
Oct 21, 2025
Q3 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-19.9K- 60.77% |
$2.03M - $2.2M
|
12.8K
$1.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-101K- 80.63% |
$10.3M - $11.2M
|
24.2K
$2.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-118K- 13.38% |
$12M - $13M
|
764K
$83.8M
|