Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (RFV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.4KNew |
$1.71M - $1.9M
|
14.4K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7.71KNew |
$920K - $1.02M
|
7.71K
$962K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.99KNew |
$714K - $791K
|
5.99K
$747K
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
4.69K+ 7442.86% |
$560K - $620K
|
4.75K
$593K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.58K+ 124.82% |
$546K - $605K
|
8.24K
$1.03M
|
|
|
Oct 29, 2025
Q3 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
2.99KNew |
$357K - $395K
|
2.99K
$373K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.3KNew |
$275K - $304K
|
2.3K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
1.6KNew |
$191K - $211K
|
1.6K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1.35K+ 61.1% |
$161K - $178K
|
3.56K
$444K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
675+ 5.97% |
$80.6K - $89.2K
|
12K
$1.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
178+ 15.71% |
$21.2K - $23.5K
|
1.31K
$164K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
66+ 2.22% |
$7.88K - $8.72K
|
3.04K
$380K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
50New |
$5.97K - $6.61K
|
50
$6.24K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17New |
$2.03K - $2.25K
|
17
$2.12K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.58% |
$119 - $132
|
174
$21.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$119 - $132
|
1.81K
$226K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 41.67% |
$597 - $661
|
7
$873
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-14- 0.48% |
$1.67K - $1.85K
|
2.92K
$365K
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-122- 3.6% |
$14.6K - $16.1K
|
3.27K
$408K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-242- 93.8% |
$28.9K - $32K
|
16
$2K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-705- 13.6% |
$84.1K - $93.2K
|
4.48K
$559K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.37K- 4.53% |
$402K - $445K
|
71K
$8.86M
|