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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-40- 0.23% |
$3K - $3.42K
|
17.3K
$1.73M
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-43- 4.82% |
$3.22K - $3.67K
|
850
$85.4K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-45- 7.21% |
$3.37K - $3.84K
|
579
$58.1K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-45- 0.17% |
$3.37K - $3.84K
|
26.2K
$2.64M
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-84- 2.52% |
$6.29K - $7.18K
|
3.25K
$326K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-89- 5.14% |
$6.67K - $7.6K
|
1.64K
$165K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-199- 1.23% |
$14.9K - $17K
|
16K
$1.61M
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-204- 0.02% |
$15.3K - $17.4K
|
1.33M
$134M
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-217- 0.57% |
$16.3K - $18.5K
|
38K
$3.82M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-232- 1.92% |
$17.4K - $19.8K
|
11.8K
$1.19M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-303- 0.51% |
$22.7K - $25.9K
|
59.5K
$5.97M
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-369- 73.07% |
$27.6K - $31.5K
|
136
$13.7K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-420- 24.87% |
$31.5K - $35.9K
|
1.27K
$127K
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-427- 0.57% |
$32K - $36.5K
|
74.2K
$7.45M
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-459- 47.86% |
$34.4K - $39.2K
|
500
$50.2K
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-497- 2.01% |
$37.2K - $42.5K
|
24.3K
$2.44M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-549- 4.8% |
$41.1K - $46.9K
|
10.9K
$1.09M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-591- 0.49% |
$44.3K - $50.5K
|
120K
$12.1M
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-962- 52.68% |
$72K - $82.2K
|
864
$86.8K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-989- 10.67% |
$74.1K - $84.5K
|
8.28K
$832K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.11K- 11.95% |
$82.8K - $94.5K
|
8.15K
$818K
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-1.38K- 3.84% |
$103K - $118K
|
34.6K
$3.47M
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.63K- 2.35% |
$122K - $139K
|
67.6K
$6.79M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.65K- 1.81% |
$124K - $141K
|
89.6K
$8.99M
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-1.67K- 0.45% |
$125K - $142K
|
372K
$37.4M
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.04K- 1.54% |
$153K - $174K
|
131K
$13.1M
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.24K- 6.67% |
$168K - $192K
|
31.4K
$3.15M
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-2.4K- 3.96% |
$179K - $205K
|
58.1K
$5.83M
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.04K- 26.85% |
$227K - $259K
|
8.27K
$830K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.82K- 4.09% |
$286K - $326K
|
89.6K
$9M
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.87K- 62.05% |
$365K - $416K
|
2.98K
$299K
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.98K- 16.44% |
$523K - $596K
|
35.5K
$3.56M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-7.59K- 26.88% |
$568K - $648K
|
20.6K
$2.07M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.05K- 63.95% |
$678K - $773K
|
5.1K
$512K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-9.54K- 8.07% |
$715K - $815K
|
109K
$10.9M
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.3K- 19.37% |
$1.22M - $1.4M
|
68K
$6.83M
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-23.9K- 44.49% |
$1.79M - $2.04M
|
29.8K
$2.99M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-341K- 12.78% |
$25.5M - $29.1M
|
2.33M
$234M
|