Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.91KNew |
$259K - $272K
|
2.91K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.85K+ 2.15% |
$254K - $266K
|
135K
$13.6M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.84KNew |
$253K - $265K
|
2.84K
$285K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.66KNew |
$237K - $249K
|
2.66K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.57K+ 106.16% |
$229K - $240K
|
4.99K
$501K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.36K+ 19.71% |
$210K - $220K
|
14.3K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.28K+ 2.53% |
$203K - $213K
|
92.3K
$9.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.26KNew |
$201K - $211K
|
2.26K
$227K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.17KNew |
$194K - $203K
|
2.17K
$218K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 12.37% |
$188K - $197K
|
19.2K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.74K+ 2.85% |
$155K - $163K
|
62.7K
$6.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.56K+ 8.03% |
$139K - $146K
|
21K
$2.11M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
1.49K+ 40.82% |
$133K - $139K
|
5.14K
$516K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.42K+ 24.43% |
$126K - $132K
|
7.21K
$724K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.4K+ 37.97% |
$125K - $131K
|
5.1K
$512K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
1.36K+ 5.26% |
$121K - $127K
|
27.2K
$2.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.2K+ 10.52% |
$107K - $112K
|
12.6K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.19K+ 0.98% |
$106K - $112K
|
123K
$12.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.17K+ 6.39% |
$104K - $109K
|
19.4K
$1.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
980+ 23.76% |
$87.4K - $91.6K
|
5.11K
$513K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
790+ 18.22% |
$70.5K - $73.8K
|
5.13K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
587+ 8.46% |
$52.4K - $54.9K
|
7.52K
$756K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
468+ 3.95% |
$41.7K - $43.7K
|
12.3K
$1.24M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
395+ 3.4% |
$35.2K - $36.9K
|
12K
$1.21M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
360+ 10.78% |
$32.1K - $33.6K
|
3.7K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
312+ 0.94% |
$27.8K - $29.2K
|
33.5K
$3.36M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
278+ 21.91% |
$24.8K - $26K
|
1.55K
$155K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
277+ 10.45% |
$24.7K - $25.9K
|
2.93K
$294K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
231New |
$20.6K - $21.6K
|
231
$23.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
209+ 8.17% |
$18.6K - $19.5K
|
2.77K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
193+ 4.63% |
$17.2K - $18K
|
4.36K
$438K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
189+ 0.48% |
$16.9K - $17.7K
|
39.6K
$3.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
159+ 1.89% |
$14.2K - $14.9K
|
8.56K
$859K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
157New |
$14K - $14.7K
|
157
$15.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
150+ 0.35% |
$13.4K - $14K
|
43.3K
$4.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
141+ 0.36% |
$12.6K - $13.2K
|
39.4K
$3.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
139New |
$12.4K - $13K
|
139
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
135+ 0.54% |
$12K - $12.6K
|
25.2K
$2.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
123+ 1.09% |
$11K - $11.5K
|
11.4K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
118+ 0.97% |
$10.5K - $11K
|
12.3K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
111+ 34.58% |
$9.9K - $10.4K
|
432
$43.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
107+ 2.83% |
$9.54K - $10K
|
3.89K
$390K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
104New |
$9.28K - $9.72K
|
104
$10.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
103New |
$9.19K - $9.63K
|
103
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
96+ 4.34% |
$8.56K - $8.97K
|
2.31K
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
82+ 2.94% |
$7.31K - $7.66K
|
2.87K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54+ 0.42% |
$4.82K - $5.05K
|
13K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
50+ 0.92% |
$4.46K - $4.67K
|
5.49K
$551K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
16+ 0.3% |
$1.43K - $1.5K
|
5.36K
$538K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
10+ 0.35% |
$892 - $935
|
2.9K
$291K
|