Purchases and Sales Made in Q4 2025 in Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ) during Q4 2025. 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 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.3K+ 44.74% |
$662K - $705K
|
46.3K
$2.18M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.75K+ 12.98% |
$312K - $332K
|
58.7K
$2.76M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
6.34K+ 5.34% |
$293K - $312K
|
125K
$5.88M
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
4.74K+ 26.68% |
$219K - $233K
|
22.5K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.93KNew |
$181K - $193K
|
3.93K
$184K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.74KNew |
$173K - $184K
|
3.74K
$175K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1K+ 41.32% |
$46.2K - $49.2K
|
3.42K
$161K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
652+ 17.09% |
$30.1K - $32.1K
|
4.47K
$210K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
495+ 9.88% |
$22.9K - $24.4K
|
5.51K
$259K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
399+ 1.17% |
$18.4K - $19.6K
|
34.5K
$1.62M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
125+ 1.25% |
$5.78K - $6.15K
|
10.1K
$476K
|
|
|
Jan 12, 2026
Q4 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17+ 0.27% |
$786 - $837
|
6.43K
$302K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
12+ 0.05% |
$555 - $591
|
23.2K
$1.09M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3+ 0.07% |
$139 - $148
|
4.17K
$196K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.24% |
$46.2 - $49.2
|
422
$19.8K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1+ 0.01% |
$46.2 - $49.2
|
14K
$660K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-1- 0.56% |
$46.2 - $49.2
|
176
$8.27K
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$46.2 - $49.2
|
8.61K
$404K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-34- 0.28% |
$1.57K - $1.67K
|
12.1K
$567K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-50- 0.52% |
$2.31K - $2.46K
|
9.54K
$448K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-51- 1.14% |
$2.36K - $2.51K
|
4.44K
$208K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-241- 5.37% |
$11.1K - $11.9K
|
4.25K
$200K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-678- 3.16% |
$31.3K - $33.4K
|
20.8K
$975K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.82K- 19.14% |
$130K - $139K
|
11.9K
$559K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.6K- 5.32% |
$537K - $571K
|
207K
$9.71M
|
|