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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
538KNew |
$52.3M - $56M
|
538K
$55.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
128K+ 322.52% |
$12.4M - $13.3M
|
167K
$17.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
117K+ 115.68% |
$11.4M - $12.2M
|
218K
$22.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
71.4K+ 14.91% |
$6.93M - $7.43M
|
550K
$56.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
59.8KNew |
$5.81M - $6.23M
|
59.8K
$6.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
52K+ 3.67% |
$5.05M - $5.41M
|
1.47M
$151M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
BUY
|
- |
42.7KNew |
$4.15M - $4.45M
|
42.7K
$4.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
39.8K+ 39.22% |
$3.86M - $4.14M
|
141K
$14.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
31KNew |
$3.01M - $3.23M
|
31K
$3.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.5K+ 89.47% |
$2.09M - $2.24M
|
45.6K
$4.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
20.4K+ 743.4% |
$1.98M - $2.12M
|
23.1K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
17.8K+ 66.98% |
$1.73M - $1.85M
|
44.4K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.4K+ 14.16% |
$1.69M - $1.81M
|
140K
$14.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.3K+ 38.85% |
$1.58M - $1.69M
|
58.1K
$5.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.2K+ 29.66% |
$1.38M - $1.48M
|
62.1K
$6.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
13.6K+ 14.79% |
$1.32M - $1.42M
|
106K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
11.9KNew |
$1.15M - $1.24M
|
11.9K
$1.22M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.4K+ 22.71% |
$1.11M - $1.19M
|
61.7K
$6.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
8.17K+ 13.84% |
$793K - $850K
|
67.2K
$6.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.14KNew |
$693K - $743K
|
7.14K
$733K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.23K+ 28.2% |
$605K - $649K
|
28.3K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
6.05KNew |
$588K - $630K
|
6.05K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
6.02KNew |
$585K - $627K
|
6.02K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
5.51K+ 3.86% |
$535K - $573K
|
148K
$15.2M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
5.11K+ 60.04% |
$496K - $532K
|
13.6K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.88K+ 11.69% |
$474K - $508K
|
46.6K
$4.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
4.58K+ 1.74% |
$445K - $477K
|
267K
$27.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.34K+ 18.53% |
$422K - $452K
|
27.8K
$2.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.36K+ 4.67% |
$327K - $350K
|
75.4K
$7.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.24K+ 2.27% |
$315K - $337K
|
146K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
3.05K+ 1.6% |
$296K - $318K
|
194K
$19.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.95K+ 9.21% |
$286K - $307K
|
35K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
2.92KNew |
$283K - $304K
|
2.92K
$300K
|
|
|
Feb 04, 2025
Q4 2024
|
Atlantic Family Wealth, LLC
Coral Gables, FL |
BUY
|
- |
2.87KNew |
$279K - $299K
|
2.87K
$295K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.73K+ 8.52% |
$265K - $284K
|
34.8K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
2.65KNew |
$258K - $276K
|
2.65K
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
2.43K+ 0.61% |
$235K - $252K
|
399K
$40.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
2.32KNew |
$225K - $241K
|
2.32K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.22KNew |
$216K - $231K
|
2.22K
$228K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.19K+ 59.05% |
$212K - $227K
|
5.89K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.11KNew |
$205K - $220K
|
2.11K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.06KNew |
$200K - $214K
|
2.06K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.77K+ 42.89% |
$172K - $185K
|
5.91K
$606K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
985+ 5.58% |
$95.7K - $103K
|
18.6K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
927+ 3.17% |
$90K - $96.5K
|
30.2K
$3.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
879+ 10.25% |
$85.4K - $91.5K
|
9.46K
$970K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
801+ 24.32% |
$77.8K - $83.4K
|
4.09K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
697+ 0.56% |
$67.7K - $72.6K
|
125K
$12.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
621+ 2.06% |
$60.3K - $64.6K
|
30.8K
$3.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
596+ 2.82% |
$57.9K - $62K
|
21.7K
$2.23M
|