Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (RDIV)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RDIV) 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 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
35.3K+ 155.82% |
$1.7M - $1.86M
|
58K
$2.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
12K+ 13.35% |
$576K - $632K
|
102K
$5.02M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.46KNew |
$455K - $499K
|
9.46K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.48KNew |
$360K - $395K
|
7.48K
$369K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.43K+ 16.86% |
$358K - $392K
|
51.5K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.02K+ 3.6% |
$338K - $371K
|
202K
$9.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.31K+ 0.75% |
$255K - $280K
|
709K
$35M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5KNew |
$241K - $264K
|
5K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.25KNew |
$108K - $119K
|
2.25K
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
831New |
$40K - $43.9K
|
831
$41K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
552+ 3.03% |
$26.6K - $29.1K
|
18.8K
$926K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
469+ 1.29% |
$22.6K - $24.8K
|
37K
$1.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
403+ 1.06% |
$19.4K - $21.3K
|
38.4K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
272+ 0.99% |
$13.1K - $14.4K
|
27.7K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
263+ 20.05% |
$12.7K - $13.9K
|
1.58K
$77.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
175+ 3.54% |
$8.42K - $9.24K
|
5.13K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
119+ 1.42% |
$5.73K - $6.28K
|
8.5K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
71+ 1.05% |
$3.42K - $3.75K
|
6.85K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 1.17% |
$192 - $211
|
346
$17.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2+ 0.01% |
$96.2 - $106
|
15.2K
$751K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1+ 0.76% |
$48.1 - $52.8
|
132
$6.51K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-30- 0.46% |
$1.44K - $1.58K
|
6.52K
$322K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-88- 3.08% |
$4.23K - $4.65K
|
2.77K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-208- 3.3% |
$10K - $11K
|
6.1K
$301K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-364- 1.56% |
$17.5K - $19.2K
|
23K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-909- 3.82% |
$43.7K - $48K
|
22.9K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.35K- 3.95% |
$64.8K - $71.1K
|
32.7K
$1.61M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.96K- 11.31% |
$190K - $209K
|
31K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-49.1K- 70.49% |
$2.36M - $2.59M
|
20.6K
$1.02M
|