Purchases and Sales Made in Q1 2023 in Invesco Fd Tr (RZV)

RZV Quotes by TradingView

This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q1 2023. 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
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
79.9K
New
$6.8M - $8.53M
79.9K $9.24M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
77.1K
+ 258.63%
$6.56M - $8.23M
107K $12.4M
Apr 06, 2023 Q1 2023
Fulcrum Equity Management

BUY
 -
52.6K
New
$4.48M - $5.62M
52.6K $6.09M
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
31.8K
New
$2.71M - $3.4M
31.8K $3.68M
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
26.7K
+ 454.32%
$2.27M - $2.85M
32.6K $3.77M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
24.9K
+ 37.13%
$2.11M - $2.65M
91.8K $10.6M
Apr 24, 2023 Q1 2023
Advisor Os, LLC

BUY
 -
24.5K
+ 238.45%
$2.08M - $2.61M
34.7K $4.02M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
18K
+ 15.75%
$1.54M - $1.93M
133K $15.3M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
17.4K
+ 28.87%
$1.48M - $1.86M
77.6K $8.98M
Apr 24, 2023 Q1 2023
Imc Chicago, LLC

BUY
 -
15K
New
$1.28M - $1.61M
15K $1.74M
May 15, 2023 Q1 2023
First Capital Advisors Group, Llc.

Little Silver, NJ
BUY
 -
14.9K
+ 135.17%
$1.27M - $1.59M
26K $3M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
14.4K
+ 22.92%
$1.22M - $1.53M
77K $8.91M
May 15, 2023 Q1 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
11.6K
New
$987K - $1.24M
11.6K $1.34M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.88K
+ 46.9%
$585K - $734K
21.5K $2.49M
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.61K
New
$563K - $706K
6.61K $765K
May 12, 2023 Q1 2023
Callan Family Office, LLC

Radnor, PA
BUY
 -
4.19K
New
$356K - $447K
4.19K $484K
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
3.82K
New
$325K - $408K
3.82K $442K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.4K
+ 121.93%
$290K - $363K
6.19K $716K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
3.28K
+ 153.2%
$279K - $350K
5.42K $627K
Apr 25, 2023 Q1 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
3.1K
New
$263K - $331K
3.1K $358K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.37K
+ 4.4%
$202K - $253K
56.2K $6.5M
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.2K
+ 103.82%
$187K - $235K
4.33K $500K
May 10, 2023 Q1 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.19K
+ 18.77%
$186K - $234K
13.9K $1.6M
Apr 18, 2023 Q1 2023
Twelve Points Wealth Management LLC

BUY
 -
1.93K
+ 26.47%
$165K - $207K
9.24K $1.07M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1.82K
+ 5690.63%
$155K - $194K
1.85K $214K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
1.69K
+ 21.15%
$144K - $181K
9.7K $1.12M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.65K
+ 24.7%
$140K - $176K
8.33K $963K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.57K
+ 12.04%
$134K - $168K
14.6K $1.69M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
1.44K
+ 107.06%
$123K - $154K
2.79K $322K
May 05, 2023 Q1 2023
Truist Financial Corp

BUY
 -
1.41K
+ 37.33%
$120K - $150K
5.17K $598K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
1.38K
+ 25.87%
$117K - $147K
6.72K $777K
Apr 28, 2023 Q1 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
868
+ 16.42%
$73.8K - $92.7K
6.15K $712K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
318
+ 12.6%
$27.1K - $34K
2.84K $329K
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
277
+ 5.86%
$23.6K - $29.6K
5K $579K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
236
+ 9.44%
$20.1K - $25.2K
2.74K $316K
May 11, 2023 Q1 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
215
New
$18.3K - $23K
215 $24.9K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
169
+ 29.09%
$14.4K - $18K
750 $86.7K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
100
New
$8.51K - $10.7K
100 $11.6K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
100
New
$8.51K - $10.7K
100 $11.6K
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
100
New
$8.51K - $10.7K
100 $11.6K
May 05, 2023 Q1 2023
Ntv Asset Management LLC

BUY
 -
50
+ 0.18%
$4.25K - $5.34K
28.1K $3.25M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
39
+ 0.71%
$3.32K - $4.16K
5.51K $638K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
15
New
$1.28K - $1.6K
15 $1.73K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9
New
$766 - $961
9 $1.04K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
1
+ 0.01%
$85.1 - $107
8.57K $991K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-47
- 0.33%
$4K - $5.02K
14.2K $1.64M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-113
- 0.71%
$9.61K - $12.1K
15.8K $1.83M
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-182
- 23.3%
$15.5K - $19.4K
599 $69.3K

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