Institutional Ownership Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI). We have compiled data on the 148 institutions that hold shares in the stock, with a total of 9.15 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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
675
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
602
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
593
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
535
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
460
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
430
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
324
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
280
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 96.17%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
249
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 16.16%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
200
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
179
shares
|
$0
0.0% of portfolio
|
Q2 2018
Added 648.04%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
170
shares
|
$0
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 28.8%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
161
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 347.22%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
139
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
130
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 87.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
85
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
65
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
50
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
30
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 80.65%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|