Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (RWL)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
128K+ 322.52% |
$12.4M - $13.3M
|
167K
$17.3M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
71.4K+ 14.91% |
$6.93M - $7.43M
|
550K
$56.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
59.8KNew |
$5.81M - $6.23M
|
59.8K
$6.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
52K+ 3.67% |
$5.05M - $5.41M
|
1.47M
$152M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
42.7KNew |
$4.15M - $4.45M
|
42.7K
$4.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
31KNew |
$3.01M - $3.23M
|
31K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.5K+ 89.47% |
$2.09M - $2.24M
|
45.6K
$4.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 743.4% |
$1.98M - $2.12M
|
23.1K
$2.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.3K+ 38.85% |
$1.58M - $1.69M
|
58.1K
$6.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.2K+ 29.66% |
$1.38M - $1.48M
|
62.1K
$6.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.6K+ 14.79% |
$1.32M - $1.42M
|
106K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
11.9KNew |
$1.15M - $1.24M
|
11.9K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.4K+ 22.71% |
$1.11M - $1.19M
|
61.7K
$6.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.17K+ 13.84% |
$793K - $850K
|
67.2K
$6.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.14KNew |
$693K - $743K
|
7.14K
$738K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.23K+ 28.2% |
$605K - $649K
|
28.3K
$2.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.02KNew |
$585K - $627K
|
6.02K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.51K+ 3.86% |
$535K - $573K
|
148K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
5.11K+ 60.04% |
$496K - $532K
|
13.6K
$1.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.88K+ 11.69% |
$474K - $508K
|
46.6K
$4.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.34K+ 18.53% |
$422K - $452K
|
27.8K
$2.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.24K+ 2.27% |
$315K - $337K
|
146K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.05K+ 1.6% |
$296K - $318K
|
194K
$20.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.95K+ 9.21% |
$286K - $307K
|
35K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.92KNew |
$283K - $304K
|
2.92K
$302K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.73K+ 8.52% |
$265K - $284K
|
34.8K
$3.59M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.43K+ 0.61% |
$235K - $252K
|
399K
$41.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.22KNew |
$216K - $231K
|
2.22K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.19K+ 59.05% |
$212K - $227K
|
5.89K
$608K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.06KNew |
$200K - $214K
|
2.06K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.77K+ 42.89% |
$172K - $185K
|
5.91K
$610K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
985+ 5.58% |
$95.7K - $103K
|
18.6K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
879+ 10.25% |
$85.4K - $91.5K
|
9.46K
$977K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
801+ 24.32% |
$77.8K - $83.4K
|
4.09K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
697+ 0.56% |
$67.7K - $72.6K
|
125K
$13M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587+ 0.62% |
$57K - $61.1K
|
94.7K
$9.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
399+ 21.63% |
$38.7K - $41.5K
|
2.24K
$232K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
380New |
$36.9K - $39.6K
|
380
$39.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
304New |
$29.5K - $31.6K
|
304
$31.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
300+ 6.9% |
$29.1K - $31.2K
|
4.65K
$480K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
282+ 5.79% |
$27.4K - $29.4K
|
5.16K
$533K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
230New |
$22.3K - $23.9K
|
230
$23.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
61New |
$5.92K - $6.35K
|
61
$6.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 50.0% |
$4.86K - $5.21K
|
150
$15.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.38% |
$1.07K - $1.15K
|
2.92K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.33% |
$291 - $312
|
903
$93.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.04% |
$291 - $312
|
7.53K
$779K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.39% |
$97.1 - $104
|
258
$26.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.06% |
$97.1 - $104
|
1.55K
$161K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.04% |
$97.1 - $104
|
2.28K
$236K
|