Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
259K+ 13.66% |
$18.8M - $20.6M
|
2.15M
$216M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
216K+ 18.52% |
$15.7M - $17.1M
|
1.38M
$139M
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
85.3KNew |
$6.2M - $6.77M
|
85.3K
$8.56M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.3K+ 7.69% |
$5.33M - $5.82M
|
1.03M
$103M
|
|
May 04, 2023
Q1 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
71.7KNew |
$5.21M - $5.7M
|
71.7K
$7.2M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.4K+ 6.16% |
$4.25M - $4.64M
|
1.01M
$101M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43.9KNew |
$3.19M - $3.49M
|
43.9K
$4.41M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
41.1K+ 2.91% |
$2.98M - $3.26M
|
1.45M
$146M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
35KNew |
$2.55M - $2.78M
|
35K
$3.52M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
30K+ 88.21% |
$2.18M - $2.38M
|
63.9K
$6.42M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29.1K+ 34.05% |
$2.12M - $2.31M
|
115K
$11.5M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.9K+ 5.75% |
$2.1M - $2.3M
|
531K
$53.4M
|
|
Jun 14, 2023
Q1 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
27.7KNew |
$2.01M - $2.2M
|
27.7K
$2.78M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.7K+ 86.84% |
$1.57M - $1.72M
|
46.6K
$4.68M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.7K+ 8.93% |
$1.57M - $1.72M
|
264K
$26.5M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.3K+ 4.41% |
$1.48M - $1.61M
|
482K
$48.4M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.4KNew |
$1.41M - $1.54M
|
19.4K
$1.95M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.1KNew |
$1.39M - $1.52M
|
19.1K
$1.92M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3K+ 15.36% |
$1.11M - $1.21M
|
115K
$11.5M
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
13.6K+ 3.61% |
$987K - $1.08M
|
390K
$39.2M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 40.18% |
$830K - $907K
|
39.8K
$4M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.6K+ 24.43% |
$772K - $844K
|
54.1K
$5.44M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
8.67K+ 27.13% |
$630K - $688K
|
40.6K
$4.08M
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.38KNew |
$536K - $586K
|
7.38K
$741K
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
6.63K+ 0.51% |
$482K - $527K
|
1.3M
$130M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.33K+ 12.38% |
$460K - $502K
|
57.4K
$5.77M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.3K+ 44.14% |
$458K - $500K
|
20.6K
$2.07M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.4K+ 39.62% |
$392K - $429K
|
19K
$1.91M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.14K+ 37.14% |
$374K - $408K
|
19K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
5KNew |
$363K - $397K
|
5K
$502K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.86K+ 16.99% |
$353K - $386K
|
33.5K
$3.36M
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.34K+ 6.19% |
$315K - $345K
|
74.4K
$7.48M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.82K+ 8.76% |
$278K - $303K
|
47.4K
$4.76M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.67KNew |
$266K - $291K
|
3.67K
$368K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.38K+ 32.01% |
$245K - $268K
|
13.9K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.69KNew |
$195K - $213K
|
2.69K
$270K
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.38K+ 3.44% |
$173K - $189K
|
71.5K
$7.18M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 14.58% |
$168K - $184K
|
18.2K
$1.83M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2.28K+ 3.74% |
$165K - $181K
|
63.2K
$6.35M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.91KNew |
$139K - $152K
|
1.91K
$192K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.82K+ 1.4% |
$132K - $144K
|
132K
$13.2M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.46K+ 35.14% |
$106K - $116K
|
5.6K
$563K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
1.39KNew |
$101K - $111K
|
1.39K
$140K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.39K+ 17.17% |
$101K - $110K
|
9.47K
$951K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 3.44% |
$96.4K - $105K
|
39.8K
$4M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.23K+ 20.5% |
$89.3K - $97.6K
|
7.22K
$726K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 1.78% |
$88.1K - $96.3K
|
69.4K
$6.97M
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.04K+ 182.34% |
$75.8K - $82.8K
|
1.62K
$162K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
664+ 4.52% |
$48.3K - $52.7K
|
15.4K
$1.54M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
616+ 1.37% |
$44.8K - $48.9K
|
45.4K
$4.56M
|