Smallwood Wealth Investment Management, LLC Invesco Fd Tr Transaction History

Smallwood Wealth Investment Management, LLC

$185 Million
Q3 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in Invesco Fd Tr stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 15,411 shares of RZV stock, worth $1.79 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares

15,411

Previous 13,611 13.22%

Holding current value

$1.79 Million

Previous $1.43 Million 27.42%

% of portfolio

0.98%

Previous 0.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	$103.86 - $120.22 $186,948 - $216,396	1,800 Added 13.22%	15,411 $1.82 Million
Q2 2025 Oct 02, 2025	BUY	$83.11 - $104.98 $192,233 - $242,818	2,313 Added 20.47%	13,611 $1.43 Million
Q1 2025 Apr 25, 2025	BUY	$96.48 - $115.16 $195,564 - $233,429	2,027 Added 21.86%	11,298 $1.12 Million
Q4 2024 Jan 17, 2025	BUY	$105.77 - $119.36 $291,396 - $328,836	2,755 Added 42.28%	9,271 $1.03 Million
Q3 2024 Oct 16, 2024	BUY	$96.8 - $112.42 $250,615 - $291,055	2,589 Added 65.93%	6,516 $712,000
Q2 2024 Jul 26, 2024	BUY	$98.08 - $106.18 $385,160 - $416,968	3,927 New	3,927 $389,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.05M

Call Options Held

Put Options Held

100

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

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Smallwood Wealth Investment Management, LLC Invesco Fd Tr Transaction History