Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.35KNew |
$393K - $426K
|
4.35K
$436K
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1K+ 52.56% |
$370K - $402K
|
11.9K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.75K+ 2.77% |
$339K - $368K
|
139K
$14M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.69K+ 51.13% |
$333K - $362K
|
10.9K
$1.09M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.46KNew |
$313K - $339K
|
3.46K
$347K
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
3.37K+ 65.54% |
$304K - $330K
|
8.51K
$855K
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.32K+ 23.21% |
$300K - $326K
|
17.6K
$1.77M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.3K+ 43.56% |
$298K - $324K
|
10.9K
$1.09M
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
2.9K+ 2.07% |
$262K - $285K
|
143K
$14.3M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.54K+ 6.46% |
$230K - $249K
|
41.9K
$4.2M
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
2.52KNew |
$228K - $247K
|
2.52K
$253K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.42K+ 11.53% |
$219K - $238K
|
23.4K
$2.35M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.35KNew |
$213K - $231K
|
2.35K
$236K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.26K+ 2.45% |
$204K - $222K
|
94.5K
$9.5M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.13K+ 3.58% |
$192K - $209K
|
61.6K
$6.18M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.13K+ 1.73% |
$192K - $209K
|
125K
$12.6M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2.12KNew |
$191K - $207K
|
2.12K
$212K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.09K+ 7.68% |
$189K - $205K
|
29.3K
$2.94M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.05KNew |
$185K - $201K
|
2.05K
$206K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.05K+ 9.69% |
$185K - $201K
|
23.2K
$2.32M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.96K+ 1.11% |
$177K - $193K
|
179K
$18M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.78K+ 2.83% |
$160K - $174K
|
64.5K
$6.48M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.72K+ 5.69% |
$156K - $169K
|
32K
$3.22M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 2.97% |
$106K - $115K
|
40.8K
$4.09M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.05K+ 3.14% |
$95K - $103K
|
34.5K
$3.47M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
953+ 1.34% |
$86.1K - $93.5K
|
72K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
924+ 7.5% |
$83.5K - $90.6K
|
13.2K
$1.33M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
868+ 3.02% |
$78.4K - $85.1K
|
29.6K
$2.97M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
837+ 2.05% |
$75.6K - $82.1K
|
41.7K
$4.19M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
747+ 4.48% |
$67.5K - $73.3K
|
17.4K
$1.75M
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
658New |
$59.5K - $64.5K
|
658
$66.1K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
631+ 23.7% |
$57K - $61.9K
|
3.29K
$331K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
584+ 4.22% |
$52.8K - $57.3K
|
14.4K
$1.45M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
573+ 45.05% |
$51.8K - $56.2K
|
1.85K
$185K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
554+ 9.78% |
$50.1K - $54.3K
|
6.22K
$625K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
552+ 10.96% |
$49.9K - $54.1K
|
5.59K
$561K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
425+ 8.29% |
$38.4K - $41.7K
|
5.55K
$557K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
414+ 59.4% |
$37.4K - $40.6K
|
1.11K
$112K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
316+ 1.0% |
$28.6K - $31K
|
32K
$3.21M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
297New |
$26.8K - $29.1K
|
297
$29.8K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
254+ 2.74% |
$23K - $24.9K
|
9.51K
$955K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
253+ 10.96% |
$22.9K - $24.8K
|
2.56K
$257K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
205+ 7.15% |
$18.5K - $20.1K
|
3.07K
$309K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
168New |
$15.2K - $16.5K
|
168
$16.9K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
145+ 0.37% |
$13.1K - $14.2K
|
39.6K
$3.97M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
129+ 1.37% |
$11.7K - $12.7K
|
9.52K
$956K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
125+ 8.08% |
$11.3K - $12.3K
|
1.67K
$168K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
83New |
$7.5K - $8.14K
|
83
$8.34K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69+ 0.35% |
$6.23K - $6.77K
|
19.5K
$1.96M
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
62New |
$5.6K - $6.08K
|
62
$6.23K
|