Institutional Ownership Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 2.4 Million shares, which have been reported (via 13F filing form) to have a value of $122 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,525
shares
|
$77,165
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,525
shares
|
$77,165
0.04% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,520
shares
|
$76,912
0.0% of portfolio
|
Q2 2024
Added 367.69%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,490
shares
|
$75,394
0.01% of portfolio
|
Q3 2024
Reduced 8.59%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
1,350
shares
|
$68,310
0.05% of portfolio
|
Q4 2023
Reduced 12.9%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
1,305
shares
|
$66,033
0.03% of portfolio
|
Q4 2023
Reduced 10.92%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
1,250
shares
|
$63,250
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,027
shares
|
$51,966
0.01% of portfolio
|
Q1 2024
Added 34.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,018
shares
|
$51,510
0.0% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
977
shares
|
$49,436
0.01% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
879
shares
|
$44,477
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
876
shares
|
$44,325
0.0% of portfolio
|
Q3 2024
Reduced 21.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
827
shares
|
$41,846
0.0% of portfolio
|
Q2 2024
Added 64.74%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
750
shares
|
$37,950
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
600
shares
|
$30,360
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
540
shares
|
$27,324
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
500
shares
|
$25,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
500
shares
|
$25,300
0.0% of portfolio
|
Q2 2024
Reduced 40.9%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
325
shares
|
$16,445
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
290
shares
|
$14,674
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
280
shares
|
$14,168
0.0% of portfolio
|
Q3 2024
Reduced 7.28%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
265
shares
|
$13,409
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
260
shares
|
$13,156
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
255
shares
|
$12,903
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
203
shares
|
$10,271
0.0% of portfolio
|
Q2 2024
Reduced 49.25%
|