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 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
615+ 19.27% |
$44.7K - $48.8K
|
3.81K
$382K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
525+ 3.98% |
$38.2K - $41.7K
|
13.7K
$1.38M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
441+ 4.47% |
$32K - $35K
|
10.3K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
414+ 1.04% |
$30.1K - $32.9K
|
40K
$4.02M
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
349+ 0.95% |
$25.4K - $27.7K
|
36.9K
$3.71M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
286+ 2.91% |
$20.8K - $22.7K
|
10.1K
$1.02M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
230+ 34.12% |
$16.7K - $18.3K
|
904
$90.8K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
215+ 12.22% |
$15.6K - $17.1K
|
1.98K
$198K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
175+ 0.47% |
$12.7K - $13.9K
|
37.3K
$3.74M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
100+ 6.25% |
$7.27K - $7.94K
|
1.7K
$171K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
100New |
$7.27K - $7.94K
|
100
$10K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
52+ 1.73% |
$3.78K - $4.13K
|
3.05K
$307K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
38+ 0.41% |
$2.76K - $3.02K
|
9.34K
$938K
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
14+ 0.5% |
$1.02K - $1.11K
|
2.84K
$285K
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11+ 0.16% |
$799 - $874
|
6.85K
$688K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11+ 0.37% |
$799 - $874
|
2.98K
$299K
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.36% |
$727 - $794
|
2.79K
$280K
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.18% |
$654 - $715
|
4.88K
$490K
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5+ 0.15% |
$363 - $397
|
3.32K
$334K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.46% |
$291 - $318
|
879
$88.3K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.57% |
$145 - $159
|
350
$35.2K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-23- 3.6% |
$1.67K - $1.83K
|
616
$61.9K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-25- 0.3% |
$1.82K - $1.99K
|
8.26K
$829K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-32- 8.02% |
$2.33K - $2.54K
|
367
$36.9K
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-105- 2.14% |
$7.63K - $8.34K
|
4.8K
$482K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-120- 42.55% |
$8.72K - $9.53K
|
162
$16.3K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-172- 59.93% |
$12.5K - $13.7K
|
115
$11.5K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-185- 1.8% |
$13.4K - $14.7K
|
10.1K
$1.01M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-251- 0.94% |
$18.2K - $19.9K
|
26.6K
$2.67M
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-270- 0.14% |
$19.6K - $21.4K
|
197K
$19.7M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-275- 2.28% |
$20K - $21.8K
|
11.8K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-300- 13.48% |
$21.8K - $23.8K
|
1.93K
$193K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-345- 0.32% |
$25.1K - $27.4K
|
108K
$10.8M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-388- 10.32% |
$28.2K - $30.8K
|
3.37K
$339K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-391- 95.6% |
$28.4K - $31.1K
|
18
$1.81K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-420- 2.41% |
$30.5K - $33.4K
|
17K
$1.71M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-493Closed |
$35.8K - $39.2K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-508- 0.84% |
$36.9K - $40.3K
|
60.1K
$6.04M
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-553- 7.12% |
$40.2K - $43.9K
|
7.21K
$725K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-575- 6.78% |
$41.8K - $45.7K
|
7.91K
$795K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-588- 1.19% |
$42.7K - $46.7K
|
48.9K
$4.91M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-645- 28.68% |
$46.9K - $51.2K
|
1.6K
$161K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-810- 3.12% |
$58.9K - $64.3K
|
25.2K
$2.53M
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-874- 1.29% |
$63.5K - $69.4K
|
67.1K
$6.74M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.17K- 1.19% |
$85.1K - $93K
|
97.5K
$9.79M
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.4K- 5.26% |
$102K - $112K
|
25.3K
$2.54M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.46K- 9.1% |
$106K - $116K
|
14.6K
$1.47M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.08K- 33.61% |
$151K - $165K
|
4.11K
$412K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.3K- 2.24% |
$167K - $182K
|
100K
$10.1M
|