Purchases and Sales Made in Q1 2025 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-245- 1.07% |
$10.6K - $12.6K
|
22.6K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-282- 1.97% |
$12.1K - $14.5K
|
14K
$659K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-500- 4.1% |
$21.5K - $25.8K
|
11.7K
$550K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-832- 3.53% |
$35.8K - $42.9K
|
22.7K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-935- 3.0% |
$40.3K - $48.2K
|
30.2K
$1.42M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-1.06K- 8.44% |
$45.7K - $54.7K
|
11.5K
$541K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 5.91% |
$50.4K - $60.3K
|
18.6K
$875K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.23K- 2.33% |
$52.9K - $63.3K
|
51.4K
$2.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.49K- 37.17% |
$64.2K - $76.7K
|
2.52K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.55K- 2.17% |
$66.8K - $79.9K
|
69.8K
$3.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-1.87K- 7.9% |
$80.6K - $96.4K
|
21.8K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.07K- 26.48% |
$89.3K - $107K
|
5.76K
$270K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.96K- 9.81% |
$128K - $153K
|
27.2K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.69K- 25.0% |
$159K - $190K
|
11.1K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.97K- 40.26% |
$343K - $410K
|
11.8K
$555K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-9.72K- 4.78% |
$419K - $501K
|
194K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-12.9K- 12.71% |
$555K - $663K
|
88.5K
$4.16M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-47.3K- 59.53% |
$2.04M - $2.44M
|
32.2K
$1.51M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-84.4K- 21.98% |
$3.64M - $4.35M
|
300K
$14.1M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-98.1K- 99.95% |
$4.23M - $5.05M
|
47
$2.21K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-106K- 34.53% |
$4.58M - $5.48M
|
202K
$9.47M
|