Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT I.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
105KNew |
N/A
|
105K
$0
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
95KNew |
N/A
|
95K
$0
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
44K+ 20.27% |
N/A
|
261K
$0
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.7K+ 65.96% |
N/A
|
52.1K
$0
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
15.3K+ 110.59% |
N/A
|
29.1K
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.7K+ 20.24% |
N/A
|
87.6K
$0
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.07K+ 58.95% |
N/A
|
21.8K
$0
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$0
|
|
May 16, 2022
Q1 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
5.34K+ 73.33% |
N/A
|
12.6K
$0
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$0
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
4.75KNew |
N/A
|
4.75K
$0
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.01KNew |
N/A
|
4.01K
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.99KNew |
N/A
|
3.99K
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.95KNew |
N/A
|
3.95K
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.94KNew |
N/A
|
3.94K
$0
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.52K+ 10.51% |
N/A
|
37K
$0
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.5K+ 17.28% |
N/A
|
23.8K
$0
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.07K+ 32.95% |
N/A
|
12.4K
$0
|
|
Jan 12, 2024
Q1 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.88KNew |
N/A
|
2.88K
$0
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.76KNew |
N/A
|
2.76K
$0
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.12KNew |
N/A
|
2.12K
$0
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.09KNew |
N/A
|
2.09K
$0
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2K+ 160.55% |
N/A
|
3.25K
$0
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.99K+ 98.81% |
N/A
|
4.01K
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.88K+ 64.45% |
N/A
|
4.79K
$0
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.85KNew |
N/A
|
1.85K
$0
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.52K+ 98.32% |
N/A
|
3.07K
$0
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22KNew |
N/A
|
1.22K
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
962+ 30.05% |
N/A
|
4.16K
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
899+ 56.93% |
N/A
|
2.48K
$0
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
863+ 3.9% |
N/A
|
23K
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
512+ 41.66% |
N/A
|
1.74K
$0
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
388+ 24.08% |
N/A
|
2K
$0
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
330+ 20.54% |
N/A
|
1.94K
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
296+ 10.0% |
N/A
|
3.26K
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
293+ 42.16% |
N/A
|
988
$0
|
|
Apr 19, 2022
Q1 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
200+ 0.61% |
N/A
|
32.9K
$0
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
170+ 9.14% |
N/A
|
2.03K
$0
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
160New |
N/A
|
160
$0
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
104+ 1.57% |
N/A
|
6.73K
$0
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
94+ 4.97% |
N/A
|
1.98K
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
58+ 3.56% |
N/A
|
1.69K
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40+ 1.51% |
N/A
|
2.69K
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6New |
N/A
|
6
$0
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6+ 0.23% |
N/A
|
2.59K
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2New |
N/A
|
2
$0
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.16% |
N/A
|
608
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.51% |
N/A
|
196
$0
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.17% |
N/A
|
589
$0
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|