Purchases and Sales Made in Q3 2025 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.74KNew |
$908K - $1.05M
|
8.74K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.7KNew |
$592K - $685K
|
5.7K
$664K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$320K - $370K
|
3.08K
$358K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.8K+ 13.22% |
$187K - $216K
|
15.4K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332+ 2.78% |
$34.5K - $39.9K
|
12.3K
$1.43M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
248+ 729.41% |
$25.8K - $29.8K
|
282
$32.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
54+ 0.08% |
$5.61K - $6.49K
|
68.6K
$7.99M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 1.18% |
$2.6K - $3.01K
|
2.1K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-68- 3.1% |
$7.06K - $8.17K
|
2.12K
$247K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247- 9.11% |
$25.7K - $29.7K
|
2.46K
$287K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 5.28% |
$83.1K - $96.2K
|
14.3K
$1.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.2K- 22.29% |
$124K - $144K
|
4.17K
$485K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.99K- 10.9% |
$206K - $239K
|
16.2K
$1.89M
|