Purchases and Sales Made in Q4 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 Q4 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
Jan 08, 2024 Q4 2023
Walker Asset Management, LLC

BUY
 -
80
+ 0.3%
$2.89K - $3.46K
26.3K $0
Feb 14, 2024 Q4 2023
Circle Wealth Management, LLC

Summit, NJ
BUY
 -
66
+ 0.32%
$2.38K - $2.85K
20.4K $0
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
65
New
$2.35K - $2.81K
65 $0
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
54
+ 1.22%
$1.95K - $2.33K
4.49K $0
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
47
New
$1.7K - $2.03K
47 $0
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
43
+ 1.0%
$1.55K - $1.86K
4.34K $0
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
18
+ 0.32%
$650 - $778
5.66K $0
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

BUY
 -
17
+ 0.34%
$614 - $735
5.06K $0
Aug 08, 2024 Q4 2023
Abound Wealth Management

Franklin, TN
BUY
 -
16
New
$578 - $691
16 $0
Jan 17, 2024 Q4 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
16
+ 0.3%
$578 - $691
5.3K $0
Jan 10, 2024 Q4 2023
Soa Wealth Advisors, Llc.

BUY
 -
8
+ 0.28%
$289 - $346
2.83K $0
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3
+ 0.35%
$108 - $130
857 $0
Feb 12, 2024 Q4 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
3
+ 0.3%
$108 - $130
1K $0
Jan 16, 2024 Q4 2023
Mtm Investment Management, LLC

Spartanburg, SC
BUY
 -
2
+ 0.3%
$72.2 - $86.4
674 $0
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.52%
$72.2 - $86.4
388 $0
Feb 09, 2024 Q4 2023
Citigroup Inc

BUY
 -
1
+ 0.5%
$36.1 - $43.2
201 $0
Mar 12, 2024 Q4 2023
Rovin Capital

BUY
 -
1
+ 0.02%
$36.1 - $43.2
6.51K $0
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
SELL
 -
-10
- 0.18%
$361 - $432
5.61K $0
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

SELL
 -
-50
- 22.22%
$1.81K - $2.16K
175 $0
Feb 09, 2024 Q4 2023
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-100
- 0.52%
$3.61K - $4.32K
19K $0
Jan 18, 2024 Q4 2023
Gradient Investments LLC

SELL
 -
-110
- 30.47%
$3.97K - $4.75K
251 $0
Jan 23, 2024 Q4 2023
Advisory Alpha, LLC

SELL
 -
-183
- 1.97%
$6.61K - $7.91K
9.09K $0
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-193
- 1.42%
$6.97K - $8.34K
13.4K $0
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-198
- 61.11%
$7.15K - $8.56K
126 $0
Apr 04, 2024 Q4 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-226
Closed
$8.16K - $9.77K
0 $0
Jan 29, 2024 Q4 2023
Friedenthal Financial

SELL
 -
-229
- 0.71%
$8.27K - $9.9K
31.9K $0
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-278
- 2.18%
$10K - $12K
12.5K $0
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-289
- 1.25%
$10.4K - $12.5K
22.9K $0
Feb 14, 2024 Q4 2023
Jacobi Capital Management LLC

SELL
 -
-300
- 4.11%
$10.8K - $13K
7K $0
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

SELL
 -
-335
- 2.83%
$12.1K - $14.5K
11.5K $0
Jan 17, 2024 Q4 2023
Signal Point Asset Management, LLC

SELL
 -
-623
- 0.85%
$22.5K - $26.9K
72.7K $0
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

SELL
 -
-635
- 10.19%
$22.9K - $27.4K
5.6K $0
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-827
- 0.6%
$29.9K - $35.7K
137K $0
Feb 06, 2024 Q4 2023
Clearstead Trust, LLC

Portland, ME
SELL
 -
-950
- 87.96%
$34.3K - $41K
130 $0
Jan 29, 2024 Q4 2023
Joseph P. Lucia & Associates, LLC

SELL
 -
-1.02K
- 1.84%
$36.8K - $44.1K
54.5K $0
Jan 11, 2024 Q4 2023
Choice Wealth Advisors, LLC

Waterville, ME
SELL
 -
-1.11K
- 2.62%
$40K - $47.9K
41.1K $0
Jan 12, 2024 Q4 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
SELL
 -
-1.37K
- 5.97%
$49.3K - $59.1K
21.5K $0
Feb 14, 2024 Q4 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-1.62K
- 7.48%
$58.5K - $70K
20K $0
Jan 19, 2024 Q4 2023
Pfg Advisors

SELL
 -
-1.93K
- 9.32%
$69.6K - $83.4K
18.8K $0
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-1.99K
- 6.92%
$71.8K - $85.9K
26.8K $0
Jan 12, 2024 Q4 2023
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-2.38K
- 5.3%
$86K - $103K
42.6K $0
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2.62K
- 1.56%
$94.5K - $113K
165K $0
Feb 13, 2024 Q4 2023
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-3.01K
- 2.16%
$109K - $130K
136K $0
May 10, 2024 Q4 2023
Evernest Financial Advisors, LLC

Carmel, IN
SELL
 -
-3.61K
- 6.07%
$130K - $156K
55.9K $0
Feb 06, 2024 Q4 2023
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-3.87K
- 32.04%
$140K - $167K
8.21K $0
Feb 07, 2024 Q4 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
SELL
 -
-5.05K
- 37.23%
$182K - $218K
8.52K $0
Feb 12, 2024 Q4 2023
Amj Financial Wealth Management

Leesburg, VA
SELL
 -
-5.52K
- 19.89%
$199K - $239K
22.2K $0
Feb 09, 2024 Q4 2023
Ci Private Wealth, LLC

Miami, FL
SELL
 -
-5.77K
- 45.99%
$208K - $249K
6.77K $0
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-6.11K
- 49.75%
$221K - $264K
6.17K $0

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