Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RPV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RPV) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-570- 7.35% |
$38.7K - $47.4K
|
7.18K
$641K
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-576- 57.26% |
$39.1K - $47.9K
|
430
$38.4K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-660- 10.0% |
$44.8K - $54.9K
|
5.94K
$531K
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-666- 13.27% |
$45.2K - $55.4K
|
4.35K
$389K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-765- 11.97% |
$51.9K - $63.6K
|
5.63K
$503K
|
|
Feb 02, 2024
Q4 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-1.01K- 22.15% |
$68.5K - $84K
|
3.55K
$317K
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.05K- 3.33% |
$71.4K - $87.5K
|
30.5K
$2.73M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.06K- 60.74% |
$71.9K - $88.2K
|
685
$61.2K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-1.16K- 2.96% |
$78.4K - $96.1K
|
37.9K
$3.38M
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.2K- 25.23% |
$81.4K - $99.8K
|
3.56K
$318K
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-1.29K- 15.26% |
$87.3K - $107K
|
7.15K
$638K
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.55K- 11.37% |
$105K - $129K
|
12.1K
$1.08M
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-1.6K- 28.89% |
$109K - $133K
|
3.94K
$352K
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.65K- 25.23% |
$112K - $137K
|
4.89K
$437K
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-2.03K- 12.08% |
$137K - $169K
|
14.7K
$1.32M
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-2.08K- 13.92% |
$141K - $173K
|
12.9K
$1.15M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.18K- 28.51% |
$148K - $181K
|
5.45K
$487K
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.35K- 11.31% |
$159K - $195K
|
18.4K
$1.65M
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-2.43K- 9.57% |
$165K - $202K
|
23K
$2.05M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-2.6K- 12.15% |
$176K - $216K
|
18.8K
$1.68M
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.9K- 14.06% |
$197K - $241K
|
17.7K
$1.58M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.37K- 21.26% |
$229K - $280K
|
12.5K
$1.11M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.57K- 22.01% |
$242K - $297K
|
12.6K
$1.13M
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-3.61K- 39.21% |
$245K - $300K
|
5.6K
$500K
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.85K- 16.07% |
$261K - $320K
|
20.1K
$1.79M
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.87K- 6.6% |
$262K - $322K
|
54.7K
$4.89M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.87K- 33.25% |
$263K - $322K
|
7.78K
$695K
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-4.05K- 3.85% |
$275K - $337K
|
101K
$9.05M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.18K- 8.62% |
$283K - $348K
|
44.3K
$3.95M
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.25K- 35.51% |
$288K - $354K
|
7.72K
$689K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.73K- 53.62% |
$321K - $394K
|
4.09K
$366K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.8K- 37.85% |
$326K - $400K
|
7.89K
$704K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.81K- 54.92% |
$326K - $400K
|
3.95K
$353K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.92K- 17.7% |
$334K - $409K
|
22.9K
$2.04M
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-6.18K- 10.58% |
$419K - $514K
|
52.2K
$4.66M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.71K- 4.68% |
$523K - $641K
|
157K
$14M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.17K- 7.8% |
$554K - $679K
|
96.6K
$8.63M
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-8.61K- 29.65% |
$584K - $716K
|
20.4K
$1.82M
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.54K- 12.45% |
$647K - $794K
|
67.1K
$5.99M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.86K- 3.89% |
$669K - $820K
|
244K
$21.8M
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-10.8K- 48.51% |
$733K - $899K
|
11.5K
$1.02M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 99.32% |
$758K - $930K
|
76
$6.79K
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.2K- 54.76% |
$825K - $1.01M
|
10K
$897K
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-12.2K- 49.04% |
$826K - $1.01M
|
12.7K
$1.13M
|
|
Jan 30, 2024
Q4 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-13.1K- 94.65% |
$886K - $1.09M
|
739
$66K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.2K- 98.3% |
$893K - $1.09M
|
228
$20.4K
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14.2K- 11.98% |
$962K - $1.18M
|
104K
$9.31M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 31.01% |
$962K - $1.18M
|
31.6K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-14.6K- 18.09% |
$992K - $1.22M
|
66.2K
$5.91M
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14.7K- 1.8% |
$1M - $1.23M
|
803K
$71.7M
|