Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
85.7KNew |
$2.58M - $2.82M
|
85.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.4K+ 100.06% |
$1.82M - $1.99M
|
121K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46.5K+ 56.18% |
$1.4M - $1.53M
|
129K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.3K+ 28.55% |
$1.15M - $1.26M
|
172K
$0
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
22.8KNew |
$684K - $749K
|
22.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.9KNew |
$477K - $522K
|
15.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.1K+ 43.66% |
$455K - $498K
|
49.8K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
10K+ 33.42% |
$301K - $330K
|
40K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10K+ 45.46% |
$301K - $329K
|
32K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.43K+ 10.86% |
$253K - $277K
|
86K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28KNew |
$249K - $272K
|
8.28K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.07K+ 6.26% |
$243K - $266K
|
137K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
7.63K+ 28.38% |
$229K - $251K
|
34.5K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
6.97K+ 29.13% |
$209K - $229K
|
30.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
4.71K+ 21.26% |
$141K - $155K
|
26.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.08K+ 49.68% |
$92.6K - $101K
|
9.28K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$30.1K - $32.9K
|
1K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
567New |
$17K - $18.7K
|
567
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
563+ 13.33% |
$16.9K - $18.5K
|
4.79K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
497New |
$14.9K - $16.4K
|
497
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
466New |
$14K - $15.3K
|
466
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
284New |
$8.53K - $9.34K
|
284
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
232+ 2.08% |
$6.97K - $7.63K
|
11.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
212+ 4.01% |
$6.37K - $6.97K
|
5.51K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
203+ 36.45% |
$6.1K - $6.68K
|
760
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
160+ 0.61% |
$4.81K - $5.26K
|
26.2K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
81+ 106.58% |
$2.43K - $2.66K
|
157
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42+ 18.42% |
$1.26K - $1.38K
|
270
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.34% |
$30.1 - $32.9
|
298
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-179- 85.24% |
$5.38K - $5.89K
|
31
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-287- 1.8% |
$8.62K - $9.44K
|
15.6K
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-515- 4.06% |
$15.5K - $16.9K
|
12.2K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-595- 2.47% |
$17.9K - $19.6K
|
23.5K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-745- 99.2% |
$22.4K - $24.5K
|
6
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-852- 5.98% |
$25.6K - $28K
|
13.4K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-984- 2.27% |
$29.6K - $32.4K
|
42.3K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 4.28% |
$30.2K - $33.1K
|
22.5K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-1.6K- 2.57% |
$48.1K - $52.6K
|
60.8K
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.72K- 2.36% |
$51.7K - $56.6K
|
71.1K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.94K- 14.08% |
$58.2K - $63.7K
|
11.8K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6.85K- 5.0% |
$206K - $225K
|
130K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-14.7K- 15.53% |
$443K - $484K
|
80.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-65.4K- 42.64% |
$1.97M - $2.15M
|
88K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-175K- 99.18% |
$5.25M - $5.74M
|
1.45K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-466K- 84.79% |
$14M - $15.3M
|
83.5K
$0
|