Purchases and Sales Made in Q3 2023 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
48.9KNew |
$4.34M - $4.89M
|
48.9K
$5.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.91K+ 368.36% |
$791K - $891K
|
11.3K
$1.31M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.72K+ 12.87% |
$508K - $572K
|
50.2K
$5.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.38K+ 21.24% |
$478K - $538K
|
30.7K
$3.55M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.28KNew |
$469K - $528K
|
5.28K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.01K+ 3.7% |
$356K - $401K
|
113K
$13M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.78K+ 55.7% |
$247K - $278K
|
7.78K
$900K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.77KNew |
$246K - $277K
|
2.77K
$320K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.68K+ 535.6% |
$238K - $268K
|
3.18K
$368K
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
BUY
|
- |
2.57K+ 10.17% |
$228K - $257K
|
27.9K
$3.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 3.53% |
$152K - $171K
|
50.3K
$5.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.21K+ 5.61% |
$107K - $121K
|
22.8K
$2.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
732+ 6.97% |
$65K - $73.2K
|
11.2K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
401+ 2.03% |
$35.6K - $40.1K
|
20.1K
$2.33M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332+ 3.2% |
$29.5K - $33.2K
|
10.7K
$1.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
143+ 2.2% |
$12.7K - $14.3K
|
6.64K
$768K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
129+ 7.19% |
$11.5K - $12.9K
|
1.92K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
100+ 1.54% |
$8.88K - $10K
|
6.6K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
82+ 3.5% |
$7.28K - $8.2K
|
2.43K
$280K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
8+ 0.29% |
$710 - $800
|
2.74K
$317K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-70- 1.38% |
$6.22K - $7K
|
5K
$579K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-116- 0.84% |
$10.3K - $11.6K
|
13.7K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-179- 2.87% |
$15.9K - $17.9K
|
6.07K
$702K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 5.1% |
$18K - $20.3K
|
3.78K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-217- 0.44% |
$19.3K - $21.7K
|
49.5K
$5.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-504- 11.04% |
$44.8K - $50.4K
|
4.06K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-552- 8.85% |
$49K - $55.2K
|
5.69K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-575Closed |
$51.1K - $57.5K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-600- 17.65% |
$53.3K - $60K
|
2.8K
$324K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-604- 0.79% |
$53.6K - $60.4K
|
75.5K
$8.74M
|
|
|
Oct 12, 2023
Q3 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-922- 11.41% |
$81.9K - $92.2K
|
7.16K
$828K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-982- 11.73% |
$87.2K - $98.2K
|
7.39K
$855K
|
|
|
Oct 17, 2023
Q3 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.56K- 1.61% |
$139K - $156K
|
95.5K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.8K- 7.06% |
$160K - $180K
|
23.7K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.97K- 4.77% |
$175K - $197K
|
39.3K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.2K- 7.62% |
$284K - $319K
|
38.7K
$4.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.8K- 30.86% |
$337K - $380K
|
8.52K
$985K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.44KClosed |
$483K - $544K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10.6K- 54.22% |
$942K - $1.06M
|
8.95K
$1.04M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-14.2K- 20.52% |
$1.26M - $1.42M
|
55K
$6.36M
|