Purchases and Sales Made in Q1 2023 in Invesco Fd Tr (RZV)
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
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-358- 1.64% |
$30.5K - $38.2K
|
21.5K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-460- 13.96% |
$39.1K - $49.1K
|
2.84K
$328K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-710- 0.92% |
$60.4K - $75.8K
|
76.1K
$8.81M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-731- 1.89% |
$62.2K - $78.1K
|
37.9K
$4.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-942- 11.56% |
$80.1K - $101K
|
7.21K
$833K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.04K- 1.07% |
$88.1K - $111K
|
96K
$11.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.73K- 23.37% |
$147K - $184K
|
5.66K
$654K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-1.8K- 66.06% |
$153K - $192K
|
925
$107K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.8K- 3.53% |
$153K - $192K
|
49.3K
$5.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.88K- 3.38% |
$160K - $200K
|
53.5K
$6.19M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-3.03K- 44.45% |
$257K - $323K
|
3.78K
$437K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-3.3K- 29.36% |
$281K - $353K
|
7.95K
$919K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-7.31K- 2.83% |
$622K - $780K
|
251K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-179K- 99.14% |
$15.3M - $19.2M
|
1.56K
$180K
|