Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
332K+ 23.78% |
$25.9M - $27.5M
|
1.73M
$173M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
104K+ 4.6% |
$8.12M - $8.62M
|
2.37M
$238M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
99.9K+ 214.84% |
$7.8M - $8.27M
|
146K
$14.7M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
97.7K+ 8.12% |
$7.62M - $8.09M
|
1.3M
$131M
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
92.7K+ 59.56% |
$7.23M - $7.67M
|
248K
$24.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.6K+ 34.75% |
$4.42M - $4.69M
|
219K
$22M
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
46.9K+ 983.47% |
$3.66M - $3.89M
|
51.7K
$5.19M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
46.9K+ 983.47% |
$3.66M - $3.89M
|
51.7K
$5.19M
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
46.4K+ 302.27% |
$3.62M - $3.84M
|
61.7K
$6.19M
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
42.1K+ 256.56% |
$3.29M - $3.49M
|
58.6K
$5.88M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
38.7K+ 71.36% |
$3.02M - $3.21M
|
93K
$9.34M
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
35.5K+ 42.78% |
$2.77M - $2.94M
|
118K
$11.9M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.5K+ 124.58% |
$2.3M - $2.44M
|
53.1K
$5.33M
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
26.5KNew |
$2.07M - $2.2M
|
26.5K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.5K+ 27.73% |
$1.6M - $1.7M
|
94.6K
$9.5M
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
20.3K+ 23.62% |
$1.59M - $1.68M
|
106K
$10.7M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
13.4K+ 6.77% |
$1.04M - $1.11M
|
211K
$21.2M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
11.7K+ 382.29% |
$911K - $967K
|
14.7K
$1.48M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
11.5KNew |
$900K - $955K
|
11.5K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.5KNew |
$823K - $873K
|
10.5K
$1.06M
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
10.1KNew |
$789K - $837K
|
10.1K
$1.02M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.89K+ 29.66% |
$772K - $819K
|
43.3K
$4.34M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.51K+ 255.08% |
$742K - $787K
|
13.2K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.34K+ 13.07% |
$728K - $773K
|
80.8K
$8.11M
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
9.16K+ 10.97% |
$715K - $758K
|
92.7K
$9.31M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.48K+ 12.27% |
$661K - $702K
|
77.6K
$7.79M
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
8.37K+ 141.11% |
$653K - $693K
|
14.3K
$1.44M
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.31K+ 33.78% |
$649K - $688K
|
32.9K
$3.31M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.85KNew |
$612K - $650K
|
7.85K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.23KNew |
$564K - $598K
|
7.23K
$726K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.22K+ 6.36% |
$563K - $598K
|
121K
$12.1M
|
|
Oct 24, 2023
Q3 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
6.95K+ 0.53% |
$542K - $575K
|
1.33M
$134M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.76KNew |
$527K - $560K
|
6.76K
$679K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.68KNew |
$521K - $553K
|
6.68K
$671K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.05K+ 11.86% |
$472K - $501K
|
57.1K
$5.73M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.72KNew |
$447K - $474K
|
5.72K
$575K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.12K+ 2.06% |
$399K - $424K
|
254K
$25.5M
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.97K+ 32.52% |
$310K - $329K
|
16.2K
$1.63M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$309K - $328K
|
3.96K
$398K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51KNew |
$274K - $290K
|
3.51K
$352K
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
3.09KNew |
$241K - $256K
|
3.09K
$310K
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.03K+ 5.98% |
$236K - $251K
|
53.6K
$5.39M
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.91K+ 50.64% |
$227K - $241K
|
8.65K
$869K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.88KNew |
$225K - $239K
|
2.88K
$290K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.74K+ 10.75% |
$214K - $227K
|
28.2K
$2.84M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.71KNew |
$211K - $224K
|
2.71K
$272K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61K+ 5.01% |
$204K - $216K
|
54.7K
$5.49M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.48K+ 11.74% |
$193K - $205K
|
23.6K
$2.37M
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.27K+ 3.19% |
$177K - $188K
|
73.3K
$7.36M
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.16K+ 2.8% |
$168K - $179K
|
79.2K
$7.96M
|