Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.89K+ 23.07% |
$496K - $552K
|
31.4K
$3.15M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.46K+ 6.46% |
$460K - $512K
|
90K
$9.04M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.3KNew |
$446K - $497K
|
5.3K
$532K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.95K+ 3.79% |
$417K - $464K
|
135K
$13.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.24KNew |
$357K - $397K
|
4.24K
$426K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$312K - $347K
|
3.7K
$371K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.69K+ 25.34% |
$311K - $346K
|
18.3K
$1.84M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.44K+ 28.13% |
$289K - $322K
|
15.6K
$1.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.39K+ 113.83% |
$286K - $318K
|
6.37K
$640K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.03K+ 33.95% |
$255K - $284K
|
12K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.77K+ 7.79% |
$233K - $259K
|
38.2K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.65KNew |
$223K - $248K
|
2.65K
$266K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.42KNew |
$204K - $227K
|
2.42K
$243K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.28KNew |
$192K - $214K
|
2.28K
$229K
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
2.25KNew |
$189K - $211K
|
2.25K
$226K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
2.21KNew |
$186K - $207K
|
2.21K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.99K+ 8.2% |
$168K - $187K
|
26.2K
$2.64M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94K+ 50.14% |
$163K - $181K
|
5.8K
$582K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.88K+ 18.2% |
$158K - $176K
|
12.2K
$1.23M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.83K+ 32.0% |
$154K - $172K
|
7.57K
$760K
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.75K+ 3.92% |
$147K - $164K
|
46.3K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.44K+ 20.68% |
$121K - $135K
|
8.4K
$843K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.25KNew |
$105K - $117K
|
1.25K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.21K+ 5.77% |
$102K - $114K
|
22.2K
$2.23M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.12K+ 8.11% |
$94.7K - $105K
|
15K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 3.91% |
$90.6K - $101K
|
28.6K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.07KNew |
$89.7K - $99.8K
|
1.07K
$107K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
962+ 1.6% |
$81K - $90.2K
|
61K
$6.13M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
960+ 1.5% |
$80.9K - $90K
|
65.1K
$6.54M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
898+ 31.15% |
$75.6K - $84.2K
|
3.78K
$380K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
745New |
$62.8K - $69.8K
|
745
$74.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
720+ 3.26% |
$60.7K - $67.5K
|
22.8K
$2.29M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
673+ 1.09% |
$56.7K - $63.1K
|
62.6K
$6.28M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
666+ 2.37% |
$56.1K - $62.4K
|
28.8K
$2.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
622+ 829.33% |
$52.4K - $58.3K
|
697
$70K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
462+ 4.24% |
$38.9K - $43.3K
|
11.4K
$1.14M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
456+ 19.58% |
$38.4K - $42.7K
|
2.79K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
451+ 5.44% |
$38K - $42.3K
|
8.73K
$877K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
440+ 7.69% |
$37.1K - $41.2K
|
6.16K
$618K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
355+ 4.36% |
$29.9K - $33.3K
|
8.5K
$854K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
338+ 0.09% |
$28.5K - $31.7K
|
373K
$37.4M
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
300+ 9.72% |
$25.3K - $28.1K
|
3.39K
$340K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
247+ 0.93% |
$20.8K - $23.2K
|
26.9K
$2.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
220New |
$18.5K - $20.6K
|
220
$22.1K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
197+ 2.55% |
$16.6K - $18.5K
|
7.91K
$795K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
187+ 7.84% |
$15.8K - $17.5K
|
2.57K
$258K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
185New |
$15.6K - $17.3K
|
185
$18.6K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
178+ 3.45% |
$15K - $16.7K
|
5.34K
$536K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
161+ 3.11% |
$13.6K - $15.1K
|
5.34K
$537K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
149+ 0.38% |
$12.6K - $14K
|
39.3K
$3.95M
|