Latest Institutional Transactions on Invesco Fd Tr (RZV)
This table provides information on the latest institutional transactions involving Invesco Fd Tr (RZV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.37K- 8.41% |
$154K - $165K
|
14.9K
$1.72M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-669- 7.65% |
$75.3K - $80.8K
|
8.07K
$933K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
180+ 9.64% |
$20.3K - $21.7K
|
2.05K
$237K
|
|
|
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 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.72K- 3.96% |
$306K - $329K
|
65.9K
$7.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
395+ 20.73% |
$44.4K - $47.7K
|
2.3K
$266K
|
|
|
Jan 23, 2026
Q4 2025
|
Lester Murray Antman Dba Simply Rich
|
SELL
|
- |
-46- 0.54% |
$5.18K - $5.56K
|
8.52K
$985K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 158.11% |
$13.2K - $14.1K
|
191
$22.1K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-335- 8.04% |
$37.7K - $40.5K
|
3.83K
$443K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.44KNew |
$162K - $174K
|
1.44K
$166K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
182+ 2.19% |
$20.5K - $22K
|
8.49K
$982K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.7K- 11.82% |
$191K - $205K
|
12.7K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 1.5% |
$123K - $132K
|
74K
$8.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-777- 25.24% |
$87.4K - $93.9K
|
2.3K
$266K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
176New |
$19.8K - $21.3K
|
176
$20.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6- 0.29% |
$675 - $725
|
2.09K
$242K
|
|
|
Jan 07, 2026
Q4 2025
|
Innova Wealth Partners
|
BUY
|
- |
91+ 1.18% |
$10.2K - $11K
|
7.82K
$904K
|
|
| Q3 2025 | |||||||
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-121- 0.17% |
$12.6K - $14.5K
|
69K
$7.98M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.14K- 16.91% |
$222K - $258K
|
10.5K
$1.22M
|
|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52K+ 25.65% |
$158K - $183K
|
7.45K
$861K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
200New |
$20.8K - $24K
|
200
$23.1K
|
|
|
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
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.7KNew |
$1.11M - $1.29M
|
10.7K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.92K- 10.52% |
$199K - $230K
|
16.3K
$1.88M
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-202- 5.64% |
$21K - $24.3K
|
3.38K
$391K
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16+ 0.37% |
$1.66K - $1.92K
|
4.36K
$504K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176- 3.06% |
$18.3K - $21.2K
|
5.57K
$644K
|
|
|
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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.84KNew |
$191K - $221K
|
1.84K
$213K
|
|
|
Nov 14, 2025
Q3 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
650New |
$67.5K - $78.1K
|
650
$75.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-125- 1.03% |
$13K - $15K
|
12K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.14K+ 15.25% |
$222K - $258K
|
16.2K
$1.87M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
323+ 7.93% |
$33.5K - $38.8K
|
4.4K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-661- 18.84% |
$68.7K - $79.5K
|
2.85K
$329K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
328New |
$34.1K - $39.4K
|
328
$37.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-151- 0.16% |
$15.7K - $18.2K
|
94K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-41- 0.41% |
$4.26K - $4.93K
|
9.97K
$1.15M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-581- 17.66% |
$60.3K - $69.8K
|
2.71K
$313K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
102New |
$10.6K - $12.3K
|
102
$11.8K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 1.7% |
$4.05K - $4.69K
|
2.25K
$260K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-153- 14.74% |
$15.9K - $18.4K
|
885
$102K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
632+ 32.88% |
$65.6K - $76K
|
2.55K
$295K
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-185- 3.06% |
$19.2K - $22.2K
|
5.87K
$678K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.28K+ 11.69% |
$341K - $395K
|
31.4K
$3.63M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
458New |
$47.6K - $55.1K
|
458
$53K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-247- 9.11% |
$25.7K - $29.7K
|
2.46K
$285K
|
|