Purchases and Sales Made in Q3 2025 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q3 2025. 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 31, 2025
Q3 2025
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
2.27MNew |
$232M - $251M
|
2.27M
$249M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
138K+ 567.55% |
$14.1M - $15.2M
|
162K
$17.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Sonoma Allocations LLC
Santa Rosa, CA |
BUY
|
- |
93.7KNew |
$9.58M - $10.4M
|
93.7K
$10.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
73.7K+ 112.93% |
$7.53M - $8.15M
|
139K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.8K+ 26.71% |
$2.84M - $3.08M
|
132K
$14.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19K+ 43.04% |
$1.94M - $2.11M
|
63.3K
$6.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
16.9K+ 6.3% |
$1.73M - $1.87M
|
285K
$31.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1KNew |
$1.34M - $1.45M
|
13.1K
$1.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
9.07KNew |
$926K - $1M
|
9.07K
$995K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.88KNew |
$601K - $651K
|
5.88K
$645K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
5.76K+ 4.71% |
$588K - $637K
|
128K
$14M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.75K+ 62.02% |
$587K - $636K
|
15K
$1.65M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.3K+ 3.41% |
$541K - $586K
|
161K
$17.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.29K+ 1.38% |
$541K - $586K
|
387K
$42.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.97K+ 3.05% |
$508K - $550K
|
168K
$18.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
4.27KNew |
$436K - $473K
|
4.27K
$469K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.27K+ 7.5% |
$436K - $473K
|
61.2K
$6.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.59K+ 1.19% |
$265K - $287K
|
220K
$24.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
2.21K+ 8.75% |
$226K - $245K
|
27.5K
$3.02M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
2.12K+ 13.45% |
$217K - $235K
|
17.9K
$1.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.03K+ 29.85% |
$207K - $224K
|
8.81K
$967K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.03KNew |
$207K - $224K
|
2.03K
$222K
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
1.87KNew |
$191K - $207K
|
1.87K
$205K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1.86KNew |
$190K - $205K
|
1.86K
$204K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.85KNew |
$189K - $204K
|
1.85K
$202K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.77K+ 4.76% |
$181K - $196K
|
39K
$4.28M
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.67K+ 20.92% |
$170K - $185K
|
9.64K
$1.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.25K+ 6.56% |
$128K - $138K
|
20.3K
$2.22M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 6.12% |
$118K - $127K
|
20K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.08K+ 27.04% |
$110K - $119K
|
5.07K
$556K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.04KNew |
$106K - $115K
|
1.04K
$114K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 1.54% |
$104K - $113K
|
67.6K
$7.41M
|
|
|
Oct 31, 2025
Q3 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
961+ 1.1% |
$98.2K - $106K
|
87.9K
$9.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
917+ 4.04% |
$93.7K - $101K
|
23.6K
$2.59M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
893+ 36.9% |
$91.2K - $98.8K
|
3.31K
$364K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
890+ 1.87% |
$90.9K - $98.5K
|
48.6K
$5.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
885+ 0.92% |
$90.4K - $97.9K
|
97.3K
$10.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
762+ 0.27% |
$77.9K - $84.3K
|
286K
$31.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
560New |
$57.2K - $62K
|
560
$61.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
535+ 2.53% |
$54.7K - $59.2K
|
21.7K
$2.38M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
305+ 5.31% |
$31.2K - $33.8K
|
6.05K
$664K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
281+ 2.7% |
$28.7K - $31.1K
|
10.7K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
208+ 18.44% |
$21.3K - $23K
|
1.34K
$147K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
158+ 0.48% |
$16.1K - $17.5K
|
33.1K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
154+ 0.36% |
$15.7K - $17K
|
43.2K
$4.74M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
131New |
$13.4K - $14.5K
|
131
$14.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
80+ 3.89% |
$8.17K - $8.85K
|
2.14K
$235K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
71+ 3.19% |
$7.25K - $7.86K
|
2.3K
$252K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
66+ 2.58% |
$6.74K - $7.3K
|
2.62K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
20+ 15.38% |
$2.04K - $2.21K
|
150
$16.5K
|