Purchases and Sales Made in Q3 2022 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q3 2022. 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 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$3.2K - $12.2K
|
100
$4.76K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
100New |
$3.2K - $12.2K
|
100
$4.76K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
90+ 0.9% |
$2.88K - $11K
|
10.1K
$480K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
50New |
$1.6K - $6.1K
|
50
$2.38K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
48+ 5.06% |
$1.54K - $5.86K
|
997
$47.4K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
45New |
$1.44K - $5.49K
|
45
$2.14K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
40+ 1.77% |
$1.28K - $4.88K
|
2.31K
$110K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
30New |
$960 - $3.66K
|
30
$1.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
23+ 0.11% |
$736 - $2.81K
|
21.5K
$1.02M
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21New |
$672 - $2.56K
|
21
$999
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 0.3% |
$352 - $1.34K
|
3.72K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Bowman & CO S.C.
|
BUY
|
- |
6+ 0.06% |
$192 - $732
|
10.6K
$506K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
6+ 0.23% |
$192 - $732
|
2.64K
$126K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.26% |
$96 - $366
|
1.17K
$55.7K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
3+ 0.06% |
$96 - $366
|
4.73K
$225K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.06% |
$64 - $244
|
3.31K
$157K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.19% |
$32 - $122
|
540
$25.7K
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-20- 0.21% |
$640 - $2.44K
|
9.7K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-38- 0.41% |
$1.22K - $4.64K
|
9.31K
$443K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-39- 1.6% |
$1.25K - $4.76K
|
2.4K
$114K
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-51- 0.16% |
$1.63K - $6.22K
|
31.1K
$1.48M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-100- 2.67% |
$3.2K - $12.2K
|
3.64K
$173K
|
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-133- 0.72% |
$4.25K - $16.2K
|
18.4K
$873K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-175- 1.65% |
$5.6K - $21.4K
|
10.5K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-211- 0.21% |
$6.75K - $25.7K
|
98.2K
$4.67M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-265- 1.29% |
$8.48K - $32.3K
|
20.2K
$961K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-274- 5.02% |
$8.77K - $33.4K
|
5.18K
$246K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-312- 10.39% |
$9.98K - $38.1K
|
2.69K
$128K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-319- 2.49% |
$10.2K - $38.9K
|
12.5K
$593K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-337- 6.15% |
$10.8K - $41.1K
|
5.14K
$244K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-382- 2.33% |
$12.2K - $46.6K
|
16K
$762K
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-422- 4.74% |
$13.5K - $51.5K
|
8.48K
$403K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-441- 10.57% |
$14.1K - $53.8K
|
3.73K
$177K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-497- 97.83% |
$15.9K - $60.6K
|
11
$523
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-505- 6.22% |
$16.2K - $61.6K
|
7.61K
$362K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-518- 66.67% |
$16.6K - $63.2K
|
259
$12.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-566Closed |
$18.1K - $69.1K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-804- 14.8% |
$25.7K - $98.1K
|
4.63K
$220K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-919- 6.89% |
$29.4K - $112K
|
12.4K
$591K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.11K- 35.86% |
$35.5K - $135K
|
1.98K
$94.3K
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.59K- 22.73% |
$50.8K - $194K
|
5.4K
$257K
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.74K- 12.18% |
$55.6K - $212K
|
12.5K
$596K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.01K- 10.56% |
$64.3K - $245K
|
17K
$809K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.01K- 9.01% |
$96.2K - $367K
|
30.4K
$1.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-3.38K- 4.59% |
$108K - $413K
|
70.3K
$3.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.47K- 59.5% |
$143K - $546K
|
3.05K
$145K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9.58K- 90.18% |
$307K - $1.17M
|
1.04K
$49.6K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11K- 33.94% |
$351K - $1.34M
|
21.4K
$1.02M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 48.46% |
$361K - $1.38M
|
12K
$571K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-17.5K- 4.59% |
$559K - $2.13M
|
363K
$17.2M
|