Investor Fusion Family Wealth LLC
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Fusion Family Wealth LLC . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-07-30 13G RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 440,114 527,424
2024-01-30 13G RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 1,291,732 1,331,857
2024-01-30 13G RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 387,720 1,213,448
2024-01-30 13G RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 451,317 440,114
2023-02-13 13G RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 1,075,278 1,291,732
2023-02-13 13G RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 440,114 451,317
2023-02-13 13G RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 341,488 387,720
2022-07-08 13G/A RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 370,138 440,114
2022-02-08 13G RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 375,411 341,488
2022-02-08 13G RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 363,177 370,138
2022-02-08 13G RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 1,011,719 1,075,278
2021-02-09 13G RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 1,011,719 1,011,719
2021-02-09 13G RWL / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF 1,011,719 1,011,719
2021-02-08 13G RWK / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF 363,177
2021-02-08 13G RWJ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF 375,411
2020-01-27 13G ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF 1,090,345 1,087,190
2019-10-09 13G ECON / Columbia ETF Trust II - Columbia Research Enhanced Emerging Economies ETF 1,090,345