Purchases and Sales Made in Q2 2021 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
78.1KNew |
$6.68M - $7.78M
|
78.1K
$7.69M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.8KNew |
$6.66M - $7.76M
|
77.8K
$7.67M
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
59.6KNew |
$5.1M - $5.94M
|
59.6K
$5.87M
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
30.6K+ 37.65% |
$2.62M - $3.05M
|
112K
$11M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 47.9% |
$2.25M - $2.62M
|
81.2K
$8M
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.4K+ 84.6% |
$1.83M - $2.13M
|
46.6K
$4.59M
|
|
Jul 14, 2021
Q2 2021
|
Mjp Associates Inc
|
BUY
|
- |
17.6KNew |
$1.51M - $1.76M
|
17.6K
$1.74M
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.42M - $1.65M
|
16.6K
$1.64M
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 514.29% |
$1.08M - $1.25M
|
15K
$1.48M
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 29.35% |
$870K - $1.01M
|
44.8K
$4.42M
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10KNew |
$860K - $1M
|
10K
$990K
|
|
Jul 15, 2021
Q2 2021
|
Fulcrum Equity Management
|
BUY
|
- |
9.89KNew |
$847K - $987K
|
9.89K
$975K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.79K+ 61.48% |
$753K - $877K
|
23.1K
$2.28M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.51KNew |
$728K - $848K
|
8.51K
$839K
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
7.28KNew |
$623K - $726K
|
7.28K
$718K
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.86KNew |
$587K - $684K
|
6.86K
$676K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.46KNew |
$553K - $644K
|
6.46K
$636K
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.87K+ 67.86% |
$503K - $585K
|
14.5K
$1.43M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.36K+ 210.69% |
$459K - $535K
|
7.91K
$779K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.24KNew |
$448K - $522K
|
5.24K
$516K
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.12K+ 15.7% |
$438K - $511K
|
37.7K
$3.72M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.74KNew |
$320K - $373K
|
3.74K
$369K
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.3K+ 15.74% |
$283K - $329K
|
24.3K
$2.39M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.69K+ 89.54% |
$230K - $268K
|
5.69K
$561K
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.66KNew |
$227K - $265K
|
2.66K
$262K
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.64KNew |
$226K - $263K
|
2.64K
$260K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.42KNew |
$207K - $241K
|
2.42K
$238K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.4KNew |
$206K - $240K
|
2.4K
$237K
|
|
Jul 14, 2021
Q2 2021
|
Financial Services Advisory Inc
|
BUY
|
- |
1K+ 8.38% |
$85.8K - $99.9K
|
13K
$1.28M
|
|
Aug 09, 2021
Q2 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
941+ 3.85% |
$80.6K - $93.8K
|
25.4K
$2.5M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
592+ 4.2% |
$50.7K - $59K
|
14.7K
$1.45M
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
542New |
$46.4K - $54K
|
542
$53.4K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
373New |
$31.9K - $37.2K
|
373
$36.8K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
300New |
$25.7K - $29.9K
|
300
$29.6K
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
155+ 1.17% |
$13.3K - $15.5K
|
13.4K
$1.32M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
92New |
$7.88K - $9.17K
|
92
$9.07K
|
|
Aug 16, 2021
Q2 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
47+ 0.96% |
$4.02K - $4.69K
|
4.95K
$488K
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
32New |
$2.74K - $3.19K
|
32
$3.15K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
26New |
$2.23K - $2.59K
|
26
$2.56K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
2New |
$171 - $199
|
2
$197
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12Closed |
$1.03K - $1.2K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-246- 19.42% |
$21.1K - $24.5K
|
1.02K
$101K
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-426- 2.23% |
$36.5K - $42.5K
|
18.7K
$1.85M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.87K- 51.46% |
$246K - $287K
|
2.71K
$267K
|
|
Jul 26, 2021
Q2 2021
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-5.5K- 18.11% |
$471K - $548K
|
24.9K
$2.45M
|
|
Aug 06, 2021
Q2 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.62K- 6.77% |
$652K - $760K
|
105K
$10.3M
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-8.24K- 8.55% |
$706K - $822K
|
88.2K
$8.69M
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.84KClosed |
$757K - $882K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-42.5K- 45.44% |
$3.64M - $4.24M
|
51K
$5.03M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47K- 54.6% |
$4.02M - $4.68M
|
39.1K
$3.85M
|