Purchases and Sales Made in Q1 2023 in Invesco S&P 500 Equal Weight I (RGI)

RGI Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI) during Q1 2023. 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
Apr 21, 2023 Q1 2023
Access Financial Services, Inc.

BUY
 -
41
+ 0.62%
$7.32K - $8.02K
6.71K $0
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
35
New
$6.24K - $6.85K
35 $0
Apr 04, 2024 Q1 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
30
New
$5.35K - $5.87K
30 $0
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
18
+ 1.89%
$3.21K - $3.52K
971 $0
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
18
New
$3.21K - $3.52K
18 $0
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
17
New
$3.03K - $3.33K
17 $0
May 09, 2023 Q1 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
11
+ 0.27%
$1.96K - $2.15K
4.04K $0
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
10
+ 5.62%
$1.78K - $1.96K
188 $0
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
7
New
$1.25K - $1.37K
7 $0
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
3
+ 0.29%
$535 - $587
1.05K $0
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
3
+ 7.5%
$535 - $587
43 $0
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
2
+ 0.36%
$357 - $391
562 $0
Apr 10, 2023 Q1 2023
Tradewinds Capital Management, LLC

BUY
 -
2
+ 0.35%
$357 - $391
578 $0
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1
+ 0.59%
$178 - $196
170 $0
May 03, 2023 Q1 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
1
+ 0.75%
$178 - $196
134 $0
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 11, 2023 Q1 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-1
- 0.04%
$178 - $196
2.59K $0
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-15
- 0.37%
$2.68K - $2.93K
4.06K $0
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-18
- 1.36%
$3.21K - $3.52K
1.31K $0
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-25
- 1.16%
$4.46K - $4.89K
2.13K $0
May 09, 2023 Q1 2023
Spire Wealth Management

SELL
 -
-36
- 3.11%
$6.42K - $7.04K
1.12K $0
May 02, 2023 Q1 2023
Advisory Alpha, LLC

SELL
 -
-52
- 2.44%
$9.28K - $10.2K
2.08K $0
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-98
- 2.9%
$17.5K - $19.2K
3.29K $0
May 03, 2023 Q1 2023
Live Oak Investment Partners

Austin, TX
SELL
 -
-102
- 2.01%
$18.2K - $20K
4.97K $0
Apr 06, 2023 Q1 2023
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-110
- 1.14%
$19.6K - $21.5K
9.58K $0
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-123
- 1.71%
$21.9K - $24.1K
7.08K $0
May 20, 2024 Q1 2023
Parallel Advisors, LLC

SELL
 -
-130
- 74.29%
$23.2K - $25.4K
45 $0
May 04, 2023 Q1 2023
One Charles Private Wealth Services, LLC

SELL
 -
-137
- 8.27%
$24.4K - $26.8K
1.52K $0
Dec 11, 2023 Q1 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-150
- 1.56%
$26.8K - $29.3K
9.44K $0
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-182
- 3.44%
$32.5K - $35.6K
5.11K $0
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

SELL
 -
-201
- 6.97%
$35.9K - $39.3K
2.68K $0
Apr 14, 2023 Q1 2023
Signal Point Asset Management, LLC

SELL
 -
-287
- 1.94%
$51.2K - $56.1K
14.5K $0
May 10, 2023 Q1 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-294
- 1.01%
$52.5K - $57.5K
28.8K $0
Apr 17, 2023 Q1 2023
Gradient Investments LLC

SELL
 -
-300
- 71.77%
$53.5K - $58.7K
118 $0
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-340
- 20.56%
$60.7K - $66.5K
1.31K $0
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

SELL
 -
-501
- 18.4%
$89.4K - $98K
2.22K $0
Apr 11, 2023 Q1 2023
Walker Asset Management, LLC

SELL
 -
-506
- 8.55%
$90.3K - $99K
5.42K $0
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-781
Closed
$139K - $153K
0 $0
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
SELL
 -
-1.44K
- 78.32%
$257K - $281K
398 $0
May 12, 2023 Q1 2023
Milestone Advisory Partners

SELL
 -
-1.58K
- 12.68%
$282K - $310K
10.9K $0
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
SELL
 -
-1.92K
- 8.19%
$343K - $376K
21.5K $0
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-2.44K
- 78.58%
$435K - $477K
665 $0
May 04, 2023 Q1 2023
Capital Wealth Alliance, LLC

SELL
 -
-2.79K
- 39.37%
$498K - $546K
4.3K $0
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-7.34K
- 81.06%
$1.31M - $1.44M
1.72K $0
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
SELL
 -
-7.37K
- 3.77%
$1.32M - $1.44M
188K $0
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-10.4K
- 29.44%
$1.85M - $2.03M
24.8K $0
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-12.8K
- 48.13%
$2.28M - $2.5M
13.8K $0
May 15, 2023 Q1 2023
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-21.7K
- 46.41%
$3.88M - $4.25M
25.1K $0

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