Purchases and Sales Made in Q1 2022 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
BUY
|
- |
207K+ 805.67% |
$18.8M - $20.7M
|
233K
$26.9M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
180K+ 740.7% |
$16.3M - $17.9M
|
204K
$23.6M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.5KNew |
$2.41M - $2.65M
|
26.5K
$3.07M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.7KNew |
$1.98M - $2.17M
|
21.7K
$2.51M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
13.8K+ 35.06% |
$1.25M - $1.38M
|
53.1K
$6.14M
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
11.5K+ 50.99% |
$1.04M - $1.14M
|
34K
$3.93M
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
10.3KNew |
$933K - $1.02M
|
10.3K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.03K+ 10.12% |
$548K - $601K
|
65.6K
$7.59M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.87KNew |
$534K - $586K
|
5.87K
$679K
|
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
5.18K+ 107.25% |
$471K - $516K
|
10K
$1.16M
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.55K+ 124.99% |
$414K - $454K
|
8.18K
$946K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.27K+ 49.94% |
$388K - $426K
|
12.8K
$1.48M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.15K+ 190.63% |
$378K - $414K
|
6.33K
$732K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4K+ 34.27% |
$364K - $399K
|
15.7K
$1.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
BUY
|
- |
3.87K+ 31.38% |
$352K - $386K
|
16.2K
$1.88M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.67KNew |
$334K - $366K
|
3.67K
$425K
|
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
2.46KNew |
$223K - $245K
|
2.46K
$284K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.91K+ 85.81% |
$173K - $190K
|
4.13K
$477K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.78KNew |
$162K - $177K
|
1.78K
$206K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.69K+ 29.43% |
$154K - $169K
|
7.43K
$860K
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.33K+ 19.9% |
$121K - $133K
|
8.03K
$929K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.28K+ 8.08% |
$116K - $127K
|
17.1K
$1.98M
|
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.24K+ 10.96% |
$113K - $124K
|
12.6K
$1.45M
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.02K+ 8.97% |
$92.4K - $101K
|
12.3K
$1.43M
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.01K+ 4.39% |
$91.6K - $100K
|
23.9K
$2.77M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$91K - $99.8K
|
1K
$116K
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
761New |
$69.2K - $75.9K
|
761
$88K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
607+ 14.38% |
$55.2K - $60.6K
|
4.83K
$558K
|
|
|
Apr 20, 2022
Q1 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
591+ 14.12% |
$53.8K - $59K
|
4.78K
$553K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
292+ 3.64% |
$26.6K - $29.1K
|
8.32K
$962K
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
267+ 12.47% |
$24.3K - $26.6K
|
2.41K
$279K
|
|
|
Apr 25, 2022
Q1 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
260+ 3.13% |
$23.7K - $25.9K
|
8.57K
$991K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
BUY
|
- |
238New |
$21.7K - $23.8K
|
238
$27.5K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191+ 3.76% |
$17.4K - $19.1K
|
5.27K
$609K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
134+ 0.97% |
$12.2K - $13.4K
|
14K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
77New |
$7.01K - $7.68K
|
77
$8.91K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
53New |
$4.82K - $5.29K
|
53
$6.13K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35New |
$3.18K - $3.49K
|
35
$4.05K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1- -0.0% |
$91 - $99.8
|
36.6K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3- 0.31% |
$273 - $299
|
953
$110K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-22- 0.12% |
$2K - $2.2K
|
18.5K
$2.14M
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26Closed |
$2.37K - $2.59K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-27Closed |
$2.46K - $2.69K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-30Closed |
$2.73K - $2.99K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-63- 1.38% |
$5.73K - $6.29K
|
4.49K
$519K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-139- 5.65% |
$12.6K - $13.9K
|
2.32K
$269K
|
|
|
May 04, 2022
Q1 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-182- 2.02% |
$16.6K - $18.2K
|
8.82K
$1.02M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200Closed |
$18.2K - $20K
|
0
$0
|