Purchases and Sales Made in Q4 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 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-52- 8.5% |
$8.89K - $9.75K
|
560
$0
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-55- 11.63% |
$9.4K - $10.3K
|
418
$0
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-58- 47.15% |
$9.91K - $10.9K
|
65
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-94- 1.48% |
$16.1K - $17.6K
|
6.27K
$0
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-103- 1.06% |
$17.6K - $19.3K
|
9.59K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-137- 0.19% |
$23.4K - $25.7K
|
72K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-178- 5.7% |
$30.4K - $33.4K
|
2.94K
$0
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-180- 24.03% |
$30.8K - $33.8K
|
569
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-187- 6.43% |
$32K - $35.1K
|
2.72K
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-232- 4.5% |
$39.7K - $43.5K
|
4.92K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-275- 1.82% |
$47K - $51.6K
|
14.8K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-280- 1.1% |
$47.9K - $52.5K
|
25.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-295- 7.66% |
$50.4K - $55.3K
|
3.56K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-319- 3.74% |
$54.5K - $59.8K
|
8.22K
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-344- 13.91% |
$58.8K - $64.5K
|
2.13K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-542- 25.33% |
$92.6K - $102K
|
1.6K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-568- 1.91% |
$97.1K - $107K
|
29.2K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-650- 4.95% |
$111K - $122K
|
12.5K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-711- 9.64% |
$122K - $133K
|
6.66K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-877- 39.79% |
$150K - $164K
|
1.33K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-907- 83.59% |
$155K - $170K
|
178
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.37K- 32.22% |
$233K - $256K
|
2.87K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 5.16% |
$247K - $271K
|
26.6K
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.54K- 50.0% |
$262K - $288K
|
1.54K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.01K- 4.62% |
$344K - $377K
|
41.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.03K- 21.38% |
$518K - $568K
|
11.1K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.78K- 52.49% |
$647K - $709K
|
3.42K
$0
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.78K- 52.49% |
$647K - $709K
|
3.42K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.9K- 70.64% |
$667K - $732K
|
1.62K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.87K- 62.03% |
$1M - $1.1M
|
3.6K
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.41K- 81.82% |
$1.27M - $1.39M
|
1.65K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.32K- 15.08% |
$1.42M - $1.56M
|
46.9K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.3K- 5.45% |
$1.93M - $2.11M
|
196K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-18K- 38.15% |
$3.07M - $3.37M
|
29.1K
$0
|