Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q4 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.58KNew |
$193K - $220K
|
2.58K
$251K
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.56KNew |
$192K - $219K
|
2.56K
$250K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.5KNew |
$187K - $214K
|
2.5K
$244K
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.47KNew |
$185K - $211K
|
2.47K
$241K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.46K+ 4.75% |
$184K - $210K
|
54.2K
$5.29M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.46K+ 4.75% |
$184K - $210K
|
54.2K
$5.29M
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.39KNew |
$179K - $204K
|
2.39K
$233K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 59.81% |
$173K - $197K
|
6.16K
$601K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.23K+ 3.05% |
$167K - $191K
|
75.4K
$7.36M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.15K+ 60.2% |
$161K - $184K
|
5.73K
$559K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.12K+ 17.02% |
$159K - $181K
|
14.6K
$1.42M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.97K+ 8.56% |
$148K - $168K
|
25K
$2.44M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.94K+ 38.76% |
$146K - $166K
|
6.96K
$679K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.84K+ 7.76% |
$138K - $157K
|
25.5K
$2.49M
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.75K+ 13.07% |
$131K - $150K
|
15.2K
$1.48M
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.48K+ 2.53% |
$111K - $127K
|
60K
$5.86M
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.35K+ 12.41% |
$101K - $115K
|
12.2K
$1.19M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2KNew |
$89.8K - $102K
|
1.2K
$117K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
849+ 5.76% |
$63.6K - $72.5K
|
15.6K
$1.52M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
789+ 29.13% |
$59.1K - $67.4K
|
3.5K
$341K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
739+ 1.92% |
$55.3K - $63.1K
|
39.1K
$3.82M
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
738+ 16.68% |
$55.3K - $63K
|
5.16K
$504K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
603+ 14.66% |
$45.2K - $51.5K
|
4.72K
$460K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
564+ 2.62% |
$42.2K - $48.2K
|
22.1K
$2.16M
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
470+ 3.76% |
$35.2K - $40.2K
|
13K
$1.27M
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
465+ 12.7% |
$34.8K - $39.7K
|
4.13K
$403K
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
282+ 3.26% |
$21.1K - $24.1K
|
8.93K
$872K
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
278+ 142.56% |
$20.8K - $23.7K
|
473
$46.2K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
254+ 12.24% |
$19K - $21.7K
|
2.33K
$227K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
207+ 1.07% |
$15.5K - $17.7K
|
19.6K
$1.91M
|
|
Feb 06, 2024
Q4 2023
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
176+ 0.67% |
$13.2K - $15K
|
26.5K
$2.58M
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
164+ 0.62% |
$12.3K - $14K
|
26.7K
$2.6M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
150+ 3.86% |
$11.2K - $12.8K
|
4.03K
$393K
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
142+ 0.68% |
$10.6K - $12.1K
|
21K
$2.05M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
140+ 3.81% |
$10.5K - $12K
|
3.81K
$372K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
127New |
$9.51K - $10.8K
|
127
$12.4K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
100New |
$7.49K - $8.54K
|
100
$9.76K
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
68+ 0.11% |
$5.09K - $5.81K
|
60.5K
$5.9M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 100.0% |
$3.74K - $4.27K
|
100
$9.76K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
21+ 0.18% |
$1.57K - $1.79K
|
11.5K
$1.13M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
13+ 0.45% |
$974 - $1.11K
|
2.88K
$281K
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
11+ 0.37% |
$824 - $940
|
3.01K
$293K
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11+ 0.16% |
$824 - $940
|
6.88K
$671K
|
|
Feb 15, 2024
Q4 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
10+ 0.36% |
$749 - $854
|
2.8K
$273K
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
9+ 0.19% |
$674 - $769
|
4.8K
$469K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4+ 0.45% |
$300 - $342
|
890
$86.8K
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.04% |
$225 - $256
|
6.92K
$676K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$74.9 - $85.4
|
354
$34.5K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-16- 3.1% |
$1.2K - $1.37K
|
500
$48.8K
|