Purchases and Sales Made in Q2 2022 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55.2K+ 538.55% |
$4.52M - $5.46M
|
65.5K
$7.57M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
41.9K+ 933.41% |
$3.43M - $4.14M
|
46.4K
$5.37M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.4K+ 195.66% |
$2.73M - $3.3M
|
50.5K
$5.84M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.3KNew |
$1.99M - $2.4M
|
24.3K
$2.81M
|
|
Jul 11, 2022
Q2 2022
|
Mjp Associates Inc
|
BUY
|
- |
14.7K+ 6.32% |
$1.2M - $1.45M
|
247K
$28.6M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 6.15% |
$1.03M - $1.24M
|
216K
$25M
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
12.3KNew |
$1M - $1.21M
|
12.3K
$1.42M
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
11.8KNew |
$967K - $1.17M
|
11.8K
$1.37M
|
|
Aug 05, 2022
Q2 2022
|
Imc Chicago, LLC
|
BUY
|
- |
9.34K+ 57.6% |
$763K - $923K
|
25.6K
$2.96M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8.48K+ 9.11% |
$693K - $838K
|
102K
$11.8M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.6K+ 1266.79% |
$540K - $652K
|
7.12K
$824K
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.7KNew |
$466K - $564K
|
5.7K
$660K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
4.64K+ 8.75% |
$380K - $459K
|
57.7K
$6.68M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.98K+ 18.33% |
$326K - $394K
|
25.7K
$2.97M
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.34K+ 23.35% |
$191K - $231K
|
12.3K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.29K+ 2.95% |
$187K - $226K
|
80K
$9.26M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.03K+ 11.31% |
$166K - $201K
|
20K
$2.31M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.82K+ 3.0% |
$149K - $180K
|
62.4K
$7.22M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$98.1K - $119K
|
1.2K
$139K
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.06K+ 12.95% |
$86.7K - $105K
|
9.24K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.02K+ 13.78% |
$83.7K - $101K
|
8.46K
$978K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
909New |
$74.3K - $89.8K
|
909
$105K
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
791+ 19.18% |
$64.7K - $78.2K
|
4.92K
$569K
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
591+ 12.37% |
$48.3K - $58.4K
|
5.37K
$621K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
536+ 23.07% |
$43.8K - $53K
|
2.86K
$331K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
500New |
$40.9K - $49.4K
|
500
$57.8K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
484+ 0.78% |
$39.6K - $47.8K
|
62.7K
$7.26M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
484+ 0.78% |
$39.6K - $47.8K
|
62.7K
$7.26M
|
|
Jul 12, 2022
Q2 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
475+ 5.55% |
$38.8K - $46.9K
|
9.04K
$1.05M
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
286+ 7.79% |
$23.4K - $28.3K
|
3.96K
$458K
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
197+ 0.26% |
$16.1K - $19.5K
|
76.6K
$8.86M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
177+ 2.13% |
$14.5K - $17.5K
|
8.49K
$982K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109+ 311.43% |
$8.91K - $10.8K
|
144
$16.7K
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$8.18K - $9.88K
|
100
$11.6K
|
|
Jul 12, 2022
Q2 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
82+ 0.34% |
$6.7K - $8.1K
|
24K
$2.78M
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
60+ 2.44% |
$4.91K - $5.93K
|
2.52K
$291K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7+ 0.26% |
$572 - $692
|
2.68K
$310K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-1- 0.01% |
$81.8 - $98.8
|
8.82K
$1.02M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-30- 0.21% |
$2.45K - $2.96K
|
14K
$1.62M
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-46- 0.13% |
$3.76K - $4.55K
|
36.6K
$4.23M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-50- 0.9% |
$4.09K - $4.94K
|
5.54K
$640K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-53Closed |
$4.33K - $5.24K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-77Closed |
$6.29K - $7.61K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-85- 8.92% |
$6.95K - $8.4K
|
868
$100K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 2.85% |
$12.3K - $14.8K
|
5.12K
$592K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-216- 4.33% |
$17.7K - $21.3K
|
4.77K
$552K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-220- 3.19% |
$18K - $21.7K
|
6.68K
$773K
|