Purchases and Sales Made in Q4 2025 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44KNew |
$162K - $174K
|
1.44K
$166K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 1.5% |
$123K - $132K
|
74K
$8.55M
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
395+ 20.73% |
$44.4K - $47.7K
|
2.3K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.19% |
$20.5K - $22K
|
8.49K
$982K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
176New |
$19.8K - $21.3K
|
176
$20.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 158.11% |
$13.2K - $14.1K
|
191
$22.1K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
91+ 1.18% |
$10.2K - $11K
|
7.82K
$904K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
28+ 0.18% |
$3.15K - $3.38K
|
15.4K
$1.79M
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.29% |
$675 - $725
|
2.09K
$242K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-46- 0.54% |
$5.18K - $5.56K
|
8.52K
$985K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-335- 8.04% |
$37.7K - $40.5K
|
3.83K
$443K
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-777- 25.24% |
$87.4K - $93.9K
|
2.3K
$266K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.7K- 11.82% |
$191K - $205K
|
12.7K
$1.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.72K- 3.96% |
$306K - $329K
|
65.9K
$7.62M
|
|