Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.8K+ 87.95% |
N/A
|
55.2K
$0
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
24.8KNew |
N/A
|
24.8K
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
11.7K+ 815.54% |
N/A
|
13.1K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
9.73KNew |
N/A
|
9.73K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.21KNew |
N/A
|
7.21K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.21K+ 318.89% |
N/A
|
9.47K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.42K+ 40.97% |
N/A
|
15.2K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.93KNew |
N/A
|
2.93K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.15KNew |
N/A
|
2.15K
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.07K+ 66.88% |
N/A
|
5.16K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.94KNew |
N/A
|
1.94K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.22K+ 16.69% |
N/A
|
8.5K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
777+ 34.12% |
N/A
|
3.05K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
768+ 52.97% |
N/A
|
2.22K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
598+ 10.13% |
N/A
|
6.5K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
569+ 28450.0% |
N/A
|
571
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
560+ 15.22% |
N/A
|
4.24K
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
515New |
N/A
|
515
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
440+ 1.6% |
N/A
|
28K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
422+ 8.27% |
N/A
|
5.52K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
400+ 11.59% |
N/A
|
3.85K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
390+ 1.17% |
N/A
|
33.8K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
338+ 1.15% |
N/A
|
29.8K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
316+ 5.64% |
N/A
|
5.92K
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
179New |
N/A
|
179
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
174New |
N/A
|
174
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
140+ 6.0% |
N/A
|
2.47K
$0
|
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
126+ 3.33% |
N/A
|
3.91K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
89+ 0.19% |
N/A
|
47.1K
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
48New |
N/A
|
48
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
26+ 0.35% |
N/A
|
7.38K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5+ 1.04% |
N/A
|
485
$0
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.35% |
N/A
|
1.16K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3+ 0.12% |
N/A
|
2.59K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3+ 0.53% |
N/A
|
574
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.49% |
N/A
|
612
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.51% |
N/A
|
197
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.6% |
N/A
|
169
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.76% |
N/A
|
133
$0
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
N/A
|
2.91K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-11- 0.11% |
N/A
|
9.7K
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-22- 1.0% |
N/A
|
2.18K
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-35- 3.13% |
N/A
|
1.09K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-66- 34.02% |
N/A
|
128
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-69- 1.07% |
N/A
|
6.37K
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-75- 1.67% |
N/A
|
4.4K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82- 10.79% |
N/A
|
678
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-108- 3.59% |
N/A
|
2.9K
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-136- 5.81% |
N/A
|
2.2K
$0
|