Purchases and Sales Made in Q4 2022 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 Q4 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
Feb 14, 2023 Q4 2022
Davis Investment Partners, LLC

Charlotte, NC
BUY
 -
53.7K
New
$9.18M - $10.1M
53.7K $0
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
28.7K
+ 441.28%
$4.9M - $5.38M
35.2K $0
Feb 14, 2023 Q4 2022
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
23.5K
New
$4.01M - $4.4M
23.5K $0
Feb 10, 2023 Q4 2022
Jackson Wealth Management, LLC

BUY
 -
22.3K
New
$3.81M - $4.18M
22.3K $0
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
8.63K
New
$1.48M - $1.62M
8.63K $0
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
6.29K
+ 73.97%
$1.07M - $1.18M
14.8K $0
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
BUY
 -
5.84K
+ 442.72%
$997K - $1.09M
7.15K $0
Feb 15, 2023 Q4 2022
Live Oak Investment Partners

Austin, TX
BUY
 -
5.07K
New
$867K - $951K
5.07K $0
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.22K
New
$379K - $416K
2.22K $0
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.16K
New
$369K - $405K
2.16K $0
Feb 01, 2023 Q4 2022
Capital Wealth Alliance, LLC

BUY
 -
1.47K
+ 26.22%
$252K - $276K
7.09K $0
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.44K
+ 74.43%
$247K - $271K
3.38K $0
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
BUY
 -
1.24K
+ 5.0%
$212K - $233K
26K $0
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.12K
New
$192K - $211K
1.12K $0
Feb 14, 2023 Q4 2022
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
1.05K
New
$179K - $197K
1.05K $0
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
1K
New
$171K - $188K
1K $0
Feb 03, 2023 Q4 2022
Capital Investment Advisory Services, LLC

BUY
 -
1K
New
$171K - $188K
1K $0
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
955
New
$163K - $179K
955 $0
Feb 13, 2023 Q4 2022
Joseph P. Lucia & Associates, LLC

BUY
 -
875
+ 7.55%
$150K - $164K
12.5K $0
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
781
New
$133K - $146K
781 $0
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
559
+ 18.3%
$95.5K - $105K
3.61K $0
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
460
+ 9.53%
$78.6K - $86.3K
5.29K $0
Feb 14, 2023 Q4 2022
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
439
+ 13.6%
$75K - $82.3K
3.67K $0
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
375
+ 1.16%
$64.1K - $70.3K
32.6K $0
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
325
+ 15.09%
$55.5K - $60.9K
2.48K $0
Feb 27, 2023 Q4 2022
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
295
New
$50.4K - $55.3K
295 $0
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
275
+ 40.56%
$47K - $51.6K
953 $0
Jan 12, 2023 Q4 2022
Carmel Capital Management L.L.C.

BUY
 -
275
+ 0.81%
$47K - $51.6K
34K $0
Feb 02, 2023 Q4 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
222
+ 15.5%
$37.9K - $41.6K
1.65K $0
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
220
+ 92.05%
$37.6K - $41.3K
459 $0
Jan 12, 2024 Q4 2022
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
162
+ 4.14%
$27.7K - $30.4K
4.07K $0
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
134
New
$22.9K - $25.1K
134 $0
Jan 09, 2023 Q4 2022
Minich Mac Gregor Wealth Management, LLC

BUY
 -
123
New
$21K - $23.1K
123 $0
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
116
New
$19.8K - $21.8K
116 $0
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
102
+ 7.1%
$17.4K - $19.1K
1.54K $0
Feb 03, 2023 Q4 2022
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
100
New
$17.1K - $18.8K
100 $0
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
46
+ 1.04%
$7.86K - $8.63K
4.45K $0
Feb 10, 2023 Q4 2022
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
38
+ 1.74%
$6.49K - $7.13K
2.22K $0
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
13
+ 2.68%
$2.22K - $2.44K
498 $0
Feb 01, 2023 Q4 2022
Cwm, LLC

BUY
 -
8
New
$1.37K - $1.5K
8 $0
Jan 20, 2023 Q4 2022
Tradewinds Capital Management, LLC

BUY
 -
2
+ 0.35%
$342 - $375
576 $0
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
2
+ 0.35%
$342 - $375
573 $0
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1
+ 0.51%
$171 - $188
198 $0
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1
+ 0.04%
$171 - $188
2.6K $0
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 03, 2023 Q4 2022
Spire Wealth Management

SELL
 -
-2
- 0.17%
$342 - $375
1.16K $0
Jan 31, 2023 Q4 2022
Great Valley Advisor Group, Inc.

SELL
 -
-21
- 0.72%
$3.59K - $3.94K
2.88K $0
Feb 02, 2023 Q4 2022
Montag A & Associates Inc

Atlanta, GA
SELL
 -
-21
- 16.41%
$3.59K - $3.94K
107 $0
Jan 25, 2023 Q4 2022
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-38
- 0.39%
$6.49K - $7.13K
9.69K $0

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