Purchases and Sales Made in Q3 2022 in 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) during Q3 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
82.8KNew |
$2.56M - $3.11M
|
82.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.6K+ 36.69% |
$1.07M - $1.3M
|
129K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31K+ 30.07% |
$958K - $1.16M
|
134K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
24.6K+ 64.99% |
$759K - $922K
|
62.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
22.2KNew |
$685K - $831K
|
22.2K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
12.7KNew |
$392K - $476K
|
12.7K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.2K+ 47.75% |
$346K - $420K
|
34.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.92K+ 15.09% |
$245K - $297K
|
60.4K
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.46KNew |
$169K - $205K
|
5.46K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
3.82K+ 31.56% |
$118K - $143K
|
15.9K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.25K+ 12.17% |
$101K - $122K
|
30K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.57K+ 30.02% |
$79.6K - $96.6K
|
11.1K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.2K+ 70.91% |
$67.9K - $82.4K
|
5.29K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.75K+ 2.31% |
$54.2K - $65.8K
|
77.6K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.75K+ 7.88% |
$54K - $65.5K
|
23.9K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.03K+ 7.81% |
$31.9K - $38.7K
|
14.2K
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
751New |
$23.2K - $28.2K
|
751
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
557New |
$17.2K - $20.9K
|
557
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
531+ 1.12% |
$16.4K - $19.9K
|
48.1K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
494+ 5.7% |
$15.3K - $18.5K
|
9.16K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
445+ 1.74% |
$13.8K - $16.7K
|
26K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
421+ 7.28% |
$13K - $15.8K
|
6.2K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
348+ 0.81% |
$10.8K - $13.1K
|
43.3K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
67New |
$2.07K - $2.51K
|
67
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
65New |
$2.01K - $2.44K
|
65
$0
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
24+ 0.99% |
$742 - $900
|
2.45K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 1.71% |
$155 - $188
|
297
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-21- 9.09% |
$649 - $788
|
210
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-75- 49.67% |
$2.32K - $2.81K
|
76
$0
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-844- 3.91% |
$26.1K - $31.7K
|
20.7K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.71K- 6.8% |
$53K - $64.3K
|
23.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.07K- 18.26% |
$95K - $115K
|
13.8K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.75K- 23.48% |
$209K - $253K
|
22K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-9.86K- 9.42% |
$305K - $370K
|
94.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.5K- 57.91% |
$385K - $468K
|
9.06K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-18.5K- 20.28% |
$573K - $695K
|
72.8K
$0
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-32.3K- 57.26% |
$999K - $1.21M
|
24.1K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.6K- 18.4% |
$1.07M - $1.3M
|
153K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-45.7K- 25.01% |
$1.41M - $1.71M
|
137K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-47.4K- 7.95% |
$1.46M - $1.78M
|
549K
$0
|