Institutional Ownership Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV). We have compiled data on the 84 institutions that hold shares in the stock, with a total of 963,731 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 |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
66
shares
|
$8,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
63
shares
|
$7,978
0.0% of portfolio
|
Q3 2024
Added 687.5%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
63
shares
|
$7,978
0.0% of portfolio
|
Q1 2024
Reduced 66.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
52
shares
|
$6,585
0.0% of portfolio
|
Q4 2023
Added 2500.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
34
shares
|
$4,305
0.0% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
27
shares
|
$3,419
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
12
shares
|
$1,519
0.0% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
12
shares
|
$1,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1
shares
|
$126
0.0% of portfolio
|
Q3 2022
Reduced 98.82%
|