Institutional Ownership Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 1.47 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
257,899
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 23.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
251,572
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 9.51%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
87,973
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
87,957
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 251.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,276
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 66.95%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
60,661
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
58,258
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 243.34%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
49,058
shares
|
$0
0.67% of portfolio
|
Q3 2024
Added 41.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
48,788
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 41.25%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
35,933
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 46.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,112
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 190.86%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
28,896
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
27,795
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 33.31%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
27,489
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
24,138
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
23,167
shares
|
$0
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
21,812
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 5.74%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
20,842
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
16,882
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
15,930
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 95.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,462
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,366
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,552
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,619
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|