Purchases and Sales Made in Q4 2022 in Invesco Fd Tr S&P Smallcap 600 (RZG)
This table provides information about the institutional ownership of Invesco Fd Tr S&P Smallcap 600 (RZG) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO FD TR S&P SMALLCAP 600.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.62K+ 29.0% |
N/A
|
16.1K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.19K+ 37.55% |
N/A
|
8.02K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.79KNew |
N/A
|
1.79K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.77KNew |
N/A
|
1.77K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.75KNew |
N/A
|
1.75K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.01K+ 43.93% |
N/A
|
3.31K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
978New |
N/A
|
978
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
170New |
N/A
|
170
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
167New |
N/A
|
167
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
138New |
N/A
|
138
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
136+ 1.48% |
N/A
|
9.31K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
116New |
N/A
|
116
$0
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
104New |
N/A
|
104
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
24+ 0.66% |
N/A
|
3.67K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
6+ 0.13% |
N/A
|
4.52K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.04% |
N/A
|
2.49K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13- 6.5% |
N/A
|
187
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37- 0.77% |
N/A
|
4.74K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-49- 2.54% |
N/A
|
1.88K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-157- 3.38% |
N/A
|
4.48K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-161- 1.04% |
N/A
|
15.3K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-863- 7.85% |
N/A
|
10.1K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-997- 2.05% |
N/A
|
47.6K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.08K- 15.33% |
N/A
|
5.98K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.16K- 17.56% |
N/A
|
5.45K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.19K- 27.32% |
N/A
|
3.17K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-1.46K- 20.26% |
N/A
|
5.73K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.13K- 60.27% |
N/A
|
2.07K
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.35KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.97K- 26.89% |
N/A
|
10.8K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-12.2K- 35.74% |
N/A
|
21.9K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.5K- 61.86% |
N/A
|
36.1K
$0
|