Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
565+ 10.18% |
$54.9K - $58.8K
|
6.12K
$599K
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
543New |
$52.7K - $56.5K
|
543
$53.2K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
539New |
$52.3K - $56.1K
|
539
$52.8K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
512+ 40.09% |
$49.7K - $53.3K
|
1.79K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
505+ 9.04% |
$49K - $52.6K
|
6.09K
$597K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
480New |
$46.6K - $50K
|
480
$47K
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
412+ 1.24% |
$40K - $42.9K
|
33.7K
$3.3M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
405New |
$39.3K - $42.2K
|
405
$39.7K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
399+ 21.63% |
$38.7K - $41.5K
|
2.24K
$220K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
380New |
$36.9K - $39.6K
|
380
$37.2K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
304New |
$29.5K - $31.6K
|
304
$29.8K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
300+ 6.9% |
$29.1K - $31.2K
|
4.65K
$455K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
282+ 5.79% |
$27.4K - $29.4K
|
5.16K
$505K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
267+ 4.29% |
$25.9K - $27.8K
|
6.49K
$636K
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
265+ 0.65% |
$25.7K - $27.6K
|
41K
$4.02M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
238+ 3.18% |
$23.1K - $24.8K
|
7.72K
$757K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
230New |
$22.3K - $23.9K
|
230
$22.5K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
162+ 5.56% |
$15.7K - $16.9K
|
3.08K
$302K
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
148+ 2.01% |
$14.4K - $15.4K
|
7.51K
$736K
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
119New |
$11.6K - $12.4K
|
119
$11.7K
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
114+ 3.78% |
$11.1K - $11.9K
|
3.13K
$307K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
101New |
$9.81K - $10.5K
|
101
$9.9K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97+ 3.71% |
$9.42K - $10.1K
|
2.71K
$266K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
70New |
$6.8K - $7.29K
|
70
$6.86K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
63+ 0.36% |
$6.12K - $6.56K
|
17.5K
$1.71M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
61New |
$5.92K - $6.35K
|
61
$5.98K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 50.0% |
$4.86K - $5.21K
|
150
$14.7K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 1.29% |
$3.2K - $3.44K
|
2.59K
$254K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
22+ 0.4% |
$2.14K - $2.29K
|
5.51K
$540K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.17% |
$1.94K - $2.08K
|
11.9K
$1.17M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.38% |
$1.07K - $1.15K
|
2.92K
$286K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$874 - $937
|
6.58K
$645K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
9New |
$874 - $937
|
9
$882
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.33% |
$680 - $729
|
2.12K
$208K
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
4+ 400.0% |
$388 - $416
|
5
$490
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.16% |
$388 - $416
|
2.55K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.04% |
$291 - $312
|
8.38K
$821K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
3+ 0.1% |
$291 - $312
|
3.08K
$302K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.04% |
$291 - $312
|
7.53K
$738K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.33% |
$291 - $312
|
903
$88.5K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.39% |
$97.1 - $104
|
258
$25.3K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$97.1 - $104
|
1.07K
$105K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$97.1 - $104
|
359
$35.2K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.04% |
$97.1 - $104
|
2.28K
$224K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.06% |
$97.1 - $104
|
1.55K
$152K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-12- 0.44% |
$1.17K - $1.25K
|
2.72K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-33- 2.97% |
$3.2K - $3.44K
|
1.08K
$106K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38- 0.19% |
$3.69K - $3.96K
|
19.5K
$1.91M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-50- 3.59% |
$4.86K - $5.21K
|
1.34K
$132K
|