Purchases and Sales Made in Q2 2025 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q2 2025. 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 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.78K+ 12.24% |
$563K - $712K
|
62.2K
$7.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.3K+ 73.35% |
$358K - $452K
|
10.2K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.25K+ 30.41% |
$353K - $446K
|
18.2K
$2.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.29KNew |
$273K - $345K
|
3.29K
$383K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.31K+ 20.47% |
$192K - $243K
|
13.6K
$1.58M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.92KNew |
$160K - $202K
|
1.92K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
1.91KNew |
$158K - $200K
|
1.91K
$222K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.71K+ 42.5% |
$142K - $180K
|
5.74K
$668K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.21K+ 22.08% |
$100K - $127K
|
6.67K
$776K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 10.97% |
$98K - $124K
|
11.9K
$1.39M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
968+ 1.43% |
$80.5K - $102K
|
68.6K
$7.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
671+ 5.59% |
$55.8K - $70.4K
|
12.7K
$1.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
518+ 99.62% |
$43.1K - $54.4K
|
1.04K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337New |
$28K - $35.4K
|
337
$39.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 8.32% |
$22.5K - $28.4K
|
3.53K
$411K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
231New |
$19.2K - $24.3K
|
231
$26.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
128New |
$10.6K - $13.4K
|
128
$14.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
126+ 1.62% |
$10.5K - $13.2K
|
7.91K
$921K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$8.31K - $10.5K
|
100
$11.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
70+ 1.64% |
$5.82K - $7.35K
|
4.34K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
20+ 0.03% |
$1.66K - $2.1K
|
69.2K
$8.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
9+ 450.0% |
$748 - $945
|
11
$1.28K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.35% |
$665 - $840
|
2.29K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5+ 0.24% |
$416 - $525
|
2.13K
$247K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 3.03% |
$83.1 - $105
|
34
$3.96K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3- 0.05% |
$249 - $315
|
6.05K
$704K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8- 0.43% |
$665 - $840
|
1.87K
$217K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30- 0.85% |
$2.49K - $3.15K
|
3.51K
$408K
|
|
|
Jul 24, 2025
Q2 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-55- 0.64% |
$4.57K - $5.77K
|
8.57K
$997K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-80- 0.65% |
$6.65K - $8.4K
|
12.2K
$1.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-162- 6.88% |
$13.5K - $17K
|
2.19K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-368- 3.92% |
$30.6K - $38.6K
|
9.02K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 12.43% |
$41.6K - $52.5K
|
3.52K
$410K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-559- 71.57% |
$46.5K - $58.7K
|
222
$25.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-568- 17.33% |
$47.2K - $59.6K
|
2.71K
$315K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-627- 9.84% |
$52.1K - $65.8K
|
5.74K
$669K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-649- 6.31% |
$53.9K - $68.1K
|
9.63K
$1.12M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-743- 11.14% |
$61.8K - $78K
|
5.93K
$690K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-825- 18.72% |
$68.6K - $86.6K
|
3.58K
$417K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.56K- 7.89% |
$130K - $164K
|
18.2K
$2.12M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.57K- 7.19% |
$131K - $165K
|
20.3K
$2.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.88K- 1.95% |
$156K - $197K
|
94.2K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.88K- 20.66% |
$156K - $197K
|
7.21K
$839K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-2.1K- 13.91% |
$174K - $220K
|
13K
$1.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.9K- 9.35% |
$241K - $304K
|
28.1K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.05K- 10.55% |
$336K - $425K
|
34.3K
$3.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.41K- 23.9% |
$367K - $463K
|
14K
$1.64M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.78K- 40.4% |
$564K - $712K
|
10K
$1.16M
|