Purchases and Sales Made in Q3 2025 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10.7K+ 17.22% |
$1.11M - $1.29M
|
72.9K
$8.43M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7KNew |
$1.11M - $1.29M
|
10.7K
$1.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
8.74KNew |
$908K - $1.05M
|
8.74K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.7KNew |
$592K - $685K
|
5.7K
$659K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.28K+ 11.69% |
$341K - $395K
|
31.4K
$3.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.08KNew |
$320K - $370K
|
3.08K
$356K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 15.25% |
$222K - $258K
|
16.2K
$1.87M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.99K+ 34.65% |
$207K - $239K
|
7.73K
$894K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.93K+ 19.0% |
$201K - $232K
|
12.1K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.84KNew |
$191K - $221K
|
1.84K
$213K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.8K+ 13.22% |
$187K - $216K
|
15.4K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 25.65% |
$158K - $183K
|
7.45K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
878+ 24.87% |
$91.2K - $106K
|
4.41K
$510K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
650New |
$67.5K - $78.1K
|
650
$75.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
632+ 32.88% |
$65.6K - $76K
|
2.55K
$295K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
458New |
$47.6K - $55.1K
|
458
$53K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
402+ 5.08% |
$41.8K - $48.3K
|
8.31K
$961K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
332+ 2.78% |
$34.5K - $39.9K
|
12.3K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
328New |
$34.1K - $39.4K
|
328
$37.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323+ 7.93% |
$33.5K - $38.8K
|
4.4K
$508K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
248+ 729.41% |
$25.8K - $29.8K
|
282
$32.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200New |
$20.8K - $24K
|
200
$23.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102New |
$10.6K - $12.3K
|
102
$11.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
54+ 0.08% |
$5.61K - $6.49K
|
68.6K
$7.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46+ 0.48% |
$4.78K - $5.53K
|
9.68K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.37% |
$1.66K - $1.92K
|
4.36K
$504K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.01% |
$104 - $120
|
16.2K
$1.88M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-25- 1.18% |
$2.6K - $3.01K
|
2.1K
$243K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 1.7% |
$4.05K - $4.69K
|
2.25K
$260K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41- 0.41% |
$4.26K - $4.93K
|
9.97K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-68- 3.1% |
$7.06K - $8.17K
|
2.12K
$245K
|
|
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-121- 0.17% |
$12.6K - $14.5K
|
69K
$7.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125- 1.03% |
$13K - $15K
|
12K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-151- 0.16% |
$15.7K - $18.2K
|
94K
$10.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-153- 14.74% |
$15.9K - $18.4K
|
885
$102K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176- 3.06% |
$18.3K - $21.2K
|
5.57K
$644K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-185- 3.06% |
$19.2K - $22.2K
|
5.87K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 5.64% |
$21K - $24.3K
|
3.38K
$391K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247- 9.11% |
$25.7K - $29.7K
|
2.46K
$285K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-581- 17.66% |
$60.3K - $69.8K
|
2.71K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-661- 18.84% |
$68.7K - $79.5K
|
2.85K
$329K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-800- 5.28% |
$83.1K - $96.2K
|
14.3K
$1.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.2K- 22.29% |
$124K - $144K
|
4.17K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.29K- 6.37% |
$134K - $155K
|
19K
$2.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.34K- 18.58% |
$139K - $161K
|
5.87K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.53K- 4.45% |
$158K - $183K
|
32.8K
$3.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.92K- 10.52% |
$199K - $230K
|
16.3K
$1.88M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.99K- 10.9% |
$206K - $239K
|
16.2K
$1.88M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 16.91% |
$222K - $258K
|
10.5K
$1.22M
|
|