Purchases and Sales Made in Q2 2023 in Invesco ETF Tr S&P 500 Equal W (RCD)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RCD) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.5K+ 107.07% |
$0 - $7.66M
|
107K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
40.8KNew |
$0 - $5.63M
|
40.8K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
27.1K+ 596.8% |
$0 - $3.74M
|
31.6K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
16.5KNew |
$0 - $2.28M
|
16.5K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
BUY
|
- |
9.6KNew |
$0 - $1.32M
|
9.6K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.76KNew |
$0 - $1.07M
|
7.76K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.27KNew |
$0 - $1M
|
7.27K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.08KNew |
$0 - $976K
|
7.08K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
7KNew |
$0 - $965K
|
7K
$0
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.55KNew |
$0 - $766K
|
5.55K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
4.68KNew |
$0 - $646K
|
4.68K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.07KNew |
$0 - $423K
|
3.07K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.66K+ 137.04% |
$0 - $367K
|
4.6K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 36.34% |
$0 - $292K
|
7.94K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
1.97KNew |
$0 - $271K
|
1.97K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.81KNew |
$0 - $249K
|
1.81K
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1.76KNew |
$0 - $242K
|
1.76K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.49KNew |
$0 - $205K
|
1.49K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.38K+ 166.71% |
$0 - $191K
|
2.21K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
1.14K+ 4.63% |
$0 - $158K
|
25.8K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
559+ 5.45% |
$0 - $77.1K
|
10.8K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
398+ 28.45% |
$0 - $54.9K
|
1.8K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
240+ 0.73% |
$0 - $33.1K
|
33K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
189+ 2.13% |
$0 - $26.1K
|
9.07K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
155+ 1.51% |
$0 - $21.4K
|
10.4K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
83+ 5.19% |
$0 - $11.4K
|
1.68K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
79New |
$0 - $10.9K
|
79
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
63New |
$0 - $8.69K
|
63
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
57+ 0.24% |
$0 - $7.86K
|
23.3K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 17.27% |
$0 - $5.24K
|
258
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30+ 1.47% |
$0 - $4.14K
|
2.07K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 0.28% |
$0 - $2.9K
|
7.54K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
15+ 65.22% |
$0 - $2.07K
|
38
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
10+ 7.81% |
$0 - $1.38K
|
138
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.37% |
$0 - $552
|
1.08K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1+ 0.01% |
$0 - $138
|
13.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.87% |
$0 - $138
|
116
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-7- 0.44% |
$0 - $965
|
1.59K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16- 0.87% |
$0 - $2.21K
|
1.82K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-82- 1.07% |
$0 - $11.3K
|
7.57K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-99- 94.29% |
$0 - $13.7K
|
6
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-201- 4.14% |
$0 - $27.7K
|
4.65K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-204- 2.01% |
$0 - $28.1K
|
9.94K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-205- 2.19% |
$0 - $28.3K
|
9.17K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-243- 12.42% |
$0 - $33.5K
|
1.71K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-308- 0.57% |
$0 - $42.5K
|
53.5K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-386- 4.32% |
$0 - $53.2K
|
8.55K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-568- 1.29% |
$0 - $78.3K
|
43.4K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-614- 9.47% |
$0 - $84.7K
|
5.87K
$0
|