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 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
587+ 0.62% |
$57K - $61.1K
|
94.7K
$9.72M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
512+ 40.09% |
$49.7K - $53.3K
|
1.79K
$184K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
399+ 21.63% |
$38.7K - $41.5K
|
2.24K
$230K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
380New |
$36.9K - $39.6K
|
380
$39K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
304New |
$29.5K - $31.6K
|
304
$31.2K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
300+ 6.9% |
$29.1K - $31.2K
|
4.65K
$477K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
282+ 5.79% |
$27.4K - $29.4K
|
5.16K
$529K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
238+ 3.18% |
$23.1K - $24.8K
|
7.72K
$792K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
230New |
$22.3K - $23.9K
|
230
$23.6K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
101New |
$9.81K - $10.5K
|
101
$10.4K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
97+ 3.71% |
$9.42K - $10.1K
|
2.71K
$278K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
63+ 0.36% |
$6.12K - $6.56K
|
17.5K
$1.79M
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
61New |
$5.92K - $6.35K
|
61
$6.26K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50+ 50.0% |
$4.86K - $5.21K
|
150
$15.4K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
33+ 1.29% |
$3.2K - $3.44K
|
2.59K
$266K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20+ 0.17% |
$1.94K - $2.08K
|
11.9K
$1.22M
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.38% |
$1.07K - $1.15K
|
2.92K
$300K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
9+ 0.14% |
$874 - $937
|
6.58K
$675K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4+ 0.16% |
$388 - $416
|
2.55K
$262K
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
3+ 0.04% |
$291 - $312
|
7.53K
$773K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3+ 0.33% |
$291 - $312
|
903
$92.7K
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$97.1 - $104
|
359
$36.8K
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
BUY
|
- |
1+ 0.06% |
$97.1 - $104
|
1.55K
$159K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.39% |
$97.1 - $104
|
258
$26.5K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1+ 0.04% |
$97.1 - $104
|
2.28K
$234K
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-12- 0.44% |
$1.17K - $1.25K
|
2.72K
$279K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-38- 0.19% |
$3.69K - $3.96K
|
19.5K
$2M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-52- 7.01% |
$5.05K - $5.41K
|
690
$70.8K
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-200- 1.64% |
$19.4K - $20.8K
|
12K
$1.23M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-277- 9.02% |
$26.9K - $28.8K
|
2.8K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-331- 2.74% |
$32.1K - $34.5K
|
11.8K
$1.21M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-349- 53.04% |
$33.9K - $36.3K
|
309
$31.7K
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-358- 4.63% |
$34.8K - $37.3K
|
7.38K
$757K
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-408- 1.23% |
$39.6K - $42.5K
|
32.7K
$3.36M
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-561- 2.29% |
$54.5K - $58.4K
|
23.9K
$2.46M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-710- 19.87% |
$68.9K - $73.9K
|
2.86K
$294K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-809- 2.73% |
$78.6K - $84.2K
|
28.8K
$2.95M
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-921- 2.17% |
$89.4K - $95.9K
|
41.5K
$4.26M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15K- 99.91% |
$112K - $120K
|
1
$103
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.51K- 2.93% |
$147K - $158K
|
50K
$5.13M
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.87K- 31.41% |
$182K - $195K
|
4.09K
$419K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-2.29K- 6.28% |
$222K - $238K
|
34.1K
$3.5M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-2.9K- 93.28% |
$282K - $302K
|
209
$21.4K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-4.49K- 3.09% |
$436K - $467K
|
141K
$14.4M
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-5.52K- 9.59% |
$536K - $575K
|
52.1K
$5.34M
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-9.38K- 94.79% |
$911K - $977K
|
516
$52.9K
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-12.1K- 83.91% |
$1.17M - $1.26M
|
2.32K
$238K
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-20.9K- 18.26% |
$2.03M - $2.17M
|
93.5K
$9.6M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-85.9K- 59.12% |
$8.34M - $8.94M
|
59.4K
$6.09M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-94.7K- 54.16% |
$9.2M - $9.86M
|
80.1K
$8.22M
|