Purchases and Sales Made in Q1 2021 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2021
Q1 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15.2K+ 72.94% |
$3.04M - $3.53M
|
36K
$1.78M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.2K+ 35.24% |
$2.05M - $2.38M
|
39.2K
$1.94M
|
|
May 14, 2021
Q1 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
5.22KNew |
$1.05M - $1.22M
|
5.22K
$258K
|
|
Apr 30, 2021
Q1 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.6K+ 16.54% |
$321K - $373K
|
11.3K
$557K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
1.22K+ 6.83% |
$243K - $283K
|
19K
$938K
|
|
May 17, 2021
Q1 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.08KNew |
$215K - $250K
|
1.08K
$53.1K
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
966New |
$193K - $225K
|
966
$47.7K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
921New |
$184K - $214K
|
921
$45.5K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
622+ 10.67% |
$125K - $145K
|
6.45K
$319K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
614New |
$123K - $143K
|
614
$30.3K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
527+ 46.97% |
$106K - $123K
|
1.65K
$81.4K
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
507New |
$102K - $118K
|
507
$25K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
468New |
$93.7K - $109K
|
468
$23.1K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
456+ 6.75% |
$91.3K - $106K
|
7.21K
$356K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
437+ 24.73% |
$87.5K - $102K
|
2.2K
$109K
|
|
May 04, 2021
Q1 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
351+ 3.66% |
$70.3K - $81.7K
|
9.95K
$492K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
325+ 6.56% |
$65.1K - $75.7K
|
5.28K
$261K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
286New |
$57.3K - $66.6K
|
286
$14.1K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
169+ 5.5% |
$33.8K - $39.3K
|
3.24K
$160K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
125+ 3.73% |
$25K - $29.1K
|
3.48K
$172K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
90+ 3.78% |
$18K - $20.9K
|
2.47K
$122K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 520.0% |
$15.6K - $18.2K
|
93
$4.59K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
65+ 5.39% |
$13K - $15.1K
|
1.27K
$62.7K
|
|
Apr 26, 2021
Q1 2021
|
Atlas Private Wealth Management
|
BUY
|
- |
22New |
$4.4K - $5.12K
|
22
$1.09K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10+ 10.75% |
$2K - $2.33K
|
103
$5.09K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7New |
$1.4K - $1.63K
|
7
$346
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5- 0.24% |
$1K - $1.16K
|
2.06K
$102K
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-8Closed |
$1.6K - $1.86K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10- 0.47% |
$2K - $2.33K
|
2.11K
$104K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11- 22.45% |
$2.2K - $2.56K
|
38
$1.88K
|
|
May 07, 2021
Q1 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-15Closed |
$3K - $3.49K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-23- 0.05% |
$4.61K - $5.35K
|
43.7K
$2.16M
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-75- 86.21% |
$15K - $17.5K
|
12
$593
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-130- 2.57% |
$26K - $30.3K
|
4.93K
$244K
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-142- 32.13% |
$28.4K - $33.1K
|
300
$14.8K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-196- 8.83% |
$39.2K - $45.6K
|
2.02K
$99.9K
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-200- 3.59% |
$40K - $46.6K
|
5.38K
$265K
|
|
Apr 01, 2021
Q1 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-220- 1.83% |
$44K - $51.2K
|
11.8K
$584K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-270Closed |
$54.1K - $62.8K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-369- 2.84% |
$73.9K - $85.9K
|
12.6K
$624K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-580- 20.74% |
$116K - $135K
|
2.22K
$109K
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-674Closed |
$135K - $157K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-727- 4.92% |
$146K - $169K
|
14K
$694K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-819- 41.28% |
$164K - $191K
|
1.17K
$57.5K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-991Closed |
$198K - $231K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.76KClosed |
$352K - $409K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-2.3K- 15.99% |
$461K - $536K
|
12.1K
$597K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.6KClosed |
$521K - $605K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.6K- 62.03% |
$1.32M - $1.54M
|
4.04K
$200K
|