Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (RFG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RFG) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.25K+ 474.05% |
$126K - $651K
|
3.94K
$199K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5KNew |
$96.9K - $500K
|
2.5K
$126K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
2.5K+ 400.64% |
$96.7K - $499K
|
3.12K
$158K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.14K+ 400.0% |
$83.1K - $429K
|
2.68K
$135K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2K+ 400.0% |
$77.5K - $400K
|
2.5K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
1.67K+ 400.0% |
$64.6K - $334K
|
2.09K
$105K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.53K+ 400.0% |
$59.2K - $306K
|
1.91K
$96.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.47KNew |
$56.8K - $293K
|
1.47K
$74K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.24K+ 400.0% |
$48.1K - $248K
|
1.55K
$78.3K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.22K+ 400.0% |
$47.3K - $244K
|
1.53K
$77.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 400.0% |
$47.3K - $244K
|
1.53K
$77.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 400.0% |
$38.8K - $200K
|
1.25K
$63.2K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 400.0% |
$38.8K - $200K
|
1.25K
$63.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
781+ 400.51% |
$30.3K - $156K
|
976
$49.3K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
700+ 402.3% |
$27.1K - $140K
|
874
$44.2K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
676+ 400.0% |
$26.2K - $135K
|
845
$42.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
662+ 642.72% |
$25.7K - $132K
|
765
$38.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
630New |
$24.4K - $126K
|
630
$31.8K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
BUY
|
- |
560+ 400.0% |
$21.7K - $112K
|
700
$35.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
520+ 400.0% |
$20.2K - $104K
|
650
$32.8K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
508+ 400.0% |
$19.7K - $102K
|
635
$32.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
398+ 398.0% |
$15.4K - $79.6K
|
498
$25.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
260New |
$10.1K - $52K
|
260
$13.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
255New |
$9.88K - $51K
|
255
$12.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
216+ 400.0% |
$8.37K - $43.2K
|
270
$13.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
212+ 400.0% |
$8.22K - $42.4K
|
265
$13.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
152+ 400.0% |
$5.89K - $30.4K
|
190
$9.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
59New |
$2.29K - $11.8K
|
59
$2.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
49+ 408.33% |
$1.9K - $9.8K
|
61
$3.08K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
40+ 400.0% |
$1.55K - $8K
|
50
$2.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 400.0% |
$775 - $4K
|
25
$1.26K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
16+ 400.0% |
$620 - $3.2K
|
20
$1.01K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
12+ 400.0% |
$465 - $2.4K
|
15
$758
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$38.8 - $200
|
1
$50.5
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-100- 0.91% |
$3.88K - $20K
|
10.9K
$550K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-126Closed |
$4.88K - $25.2K
|
0
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-219- 99.55% |
$8.49K - $43.8K
|
1
$50.5
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-308- 1.58% |
$11.9K - $61.6K
|
19.2K
$971K
|