Kpp Advisory Services LLC Invesco Exchange Traded Fd Tr Transaction History

Kpp Advisory Services LLC

$401 Billion
Q2 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$39.08 - $48.9 $1.23 Million - $1.54 Million	31,395 New	31,395 $1.53 Billion
Q1 2025 Apr 23, 2025	SELL	$43.07 - $51.51 $40,270 - $48,161	-935 Reduced 3.0%	30,220 $1.32 Billion
Q4 2024 Jan 24, 2025	SELL	$47.9 - $53.39 $125,258 - $139,614	-2,615 Reduced 7.74%	31,155 $1.51 Billion
Q3 2024 Nov 06, 2024	SELL	$45.41 - $51.61 $18,845 - $21,418	-415 Reduced 1.21%	33,770 $1.66 Billion
Q2 2024 Aug 27, 2024	SELL	$46.75 - $50.55 $37,400 - $40,440	-800 Reduced 2.29%	34,185 $1.67 Billion
Q1 2024 May 14, 2024	BUY	$40.14 - $50.7 $1.4 Million - $1.77 Million	34,985 New	34,985 $1.77 Billion
Q3 2023 Nov 14, 2023	BUY	$38.75 - $200.05 $1.48 Million - $7.62 Million	38,075 New	38,075 $1.49 Billion

Others Institutions Holding RFG

# of Institutions

113

Shares Held

1.95M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

229K
Shares

$11.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

199K
Shares

$9.89 Million
0.0% of portfolio
New England Private Wealth Advisors LLC Wellesley, MA

186K
Shares

$9.23 Million
1.41% of portfolio
Coldstream Capital Management Inc

78K
Shares

$3.86 Million
0.06% of portfolio
Twelve Points Wealth Management LLC

70.3K
Shares

$3.48 Million
0.94% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

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