Purchases and Sales Made in Q3 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.1K+ 25.92% |
N/A
|
112K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
17.5KNew |
N/A
|
17.5K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.7K+ 6.04% |
N/A
|
241K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 27.85% |
N/A
|
50.4K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
N/A
|
11K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.1K+ 43.95% |
N/A
|
33.1K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.68K+ 6.42% |
N/A
|
160K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.84K+ 6.88% |
N/A
|
137K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.51KNew |
N/A
|
6.51K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.33K+ 371.42% |
N/A
|
8.03K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.03K+ 331.12% |
N/A
|
7.86K
$0
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.02K+ 1.74% |
N/A
|
353K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.83KNew |
N/A
|
4.83K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.51K+ 2.07% |
N/A
|
222K
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.5K+ 58.89% |
N/A
|
12.1K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.47K+ 61.32% |
N/A
|
11.8K
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.06KNew |
N/A
|
4.06K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
3.9K+ 5.26% |
N/A
|
78K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.9K+ 2.89% |
N/A
|
138K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.42K+ 59.62% |
N/A
|
9.15K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.23K+ 45.84% |
N/A
|
10.3K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.22K+ 26.73% |
N/A
|
15.3K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.1K+ 1.87% |
N/A
|
169K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.48K+ 29.73% |
N/A
|
10.8K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.05K+ 41.41% |
N/A
|
7K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.84K+ 1.07% |
N/A
|
174K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 20.23% |
N/A
|
10.7K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79K+ 0.64% |
N/A
|
283K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.7K+ 6.91% |
N/A
|
26.3K
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 5.62% |
N/A
|
31.2K
$0
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
1.51K+ 2.71% |
N/A
|
57.2K
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.49K+ 2.23% |
N/A
|
68.3K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 27.06% |
N/A
|
6.43K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
909+ 10.49% |
N/A
|
9.57K
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
831+ 2.94% |
N/A
|
29.1K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
829+ 4.24% |
N/A
|
20.4K
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
731+ 0.12% |
N/A
|
627K
$0
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
589+ 5.32% |
N/A
|
11.7K
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
514+ 4.17% |
N/A
|
12.9K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
430New |
N/A
|
430
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
429+ 4.61% |
N/A
|
9.74K
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
410New |
N/A
|
410
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
406+ 1.42% |
N/A
|
29.1K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
301+ 113.58% |
N/A
|
566
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
281+ 0.61% |
N/A
|
46.5K
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
250New |
N/A
|
250
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
242+ 4.98% |
N/A
|
5.1K
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
225+ 112.5% |
N/A
|
425
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
212+ 407.69% |
N/A
|
264
$0
|