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 |
|---|---|---|---|---|---|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
11,627
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,778
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,837
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 43.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,584
shares
|
$0
0.0% of portfolio
|
Q2 2023
Reduced 4.77%
|
|
|
Walker Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
8,384
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,610
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,471
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
7,258
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Oct 21, 2024 Q3 2024 |
7,123
shares
|
$0
0.07% of portfolio
|
Q3 2024
Reduced 93.24%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
6,125
shares
|
$0
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,641
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
5,516
shares
|
$0
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,458
shares
|
$0
0.01% of portfolio
|
Q4 2020
Reduced 94.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,604
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,266
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 45.25%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
3,306
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
314
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
284
shares
|
$0
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
147
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 70.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
50
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
47
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
42
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 92.5%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
32
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|