Purchases and Sales Made in Q2 2023 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 1.76% |
$0 - $530
|
167
$0
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-8- 2.22% |
$0 - $1.41K
|
353
$0
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-31- 6.67% |
$0 - $5.48K
|
434
$0
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-37- 28.68% |
$0 - $6.54K
|
92
$0
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-44- 1.33% |
$0 - $7.77K
|
3.25K
$0
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-55- 69.62% |
$0 - $9.72K
|
24
$0
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-56- 2.2% |
$0 - $9.89K
|
2.49K
$0
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-79- 2.08% |
$0 - $14K
|
3.71K
$0
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-87- 5.01% |
$0 - $15.4K
|
1.65K
$0
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-89- 1.09% |
$0 - $15.7K
|
8.1K
$0
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-95- 0.89% |
$0 - $16.8K
|
10.6K
$0
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-101- 5.15% |
$0 - $17.8K
|
1.86K
$0
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-110- 2.08% |
$0 - $19.4K
|
5.17K
$0
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-114- 0.76% |
$0 - $20.1K
|
14.9K
$0
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-115- 0.62% |
$0 - $20.3K
|
18.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-120- 0.8% |
$0 - $21.2K
|
14.8K
$0
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-142- 3.67% |
$0 - $25.1K
|
3.72K
$0
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 12.66% |
$0 - $26.5K
|
1.04K
$0
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-190- 9.5% |
$0 - $33.6K
|
1.81K
$0
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-192- 7.88% |
$0 - $33.9K
|
2.25K
$0
|
|
Aug 10, 2023
Q2 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-193- 2.15% |
$0 - $34.1K
|
8.77K
$0
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-241- 2.4% |
$0 - $42.6K
|
9.81K
$0
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-248- 2.03% |
$0 - $43.8K
|
12K
$0
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-249- 1.67% |
$0 - $44K
|
14.6K
$0
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-254- 10.04% |
$0 - $44.9K
|
2.28K
$0
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-272- 10.97% |
$0 - $48.1K
|
2.21K
$0
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-300- 4.05% |
$0 - $53K
|
7.1K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-309- 18.68% |
$0 - $54.6K
|
1.35K
$0
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-332- 5.52% |
$0 - $58.7K
|
5.68K
$0
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-358- 3.21% |
$0 - $63.3K
|
10.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-410- 92.13% |
$0 - $72.4K
|
35
$0
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-617- 7.23% |
$0 - $109K
|
7.92K
$0
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-620- 2.89% |
$0 - $110K
|
20.8K
$0
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-648- 4.29% |
$0 - $114K
|
14.5K
$0
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-819- 91.51% |
$0 - $145K
|
76
$0
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-901- 6.66% |
$0 - $159K
|
12.6K
$0
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.05K- 4.49% |
$0 - $185K
|
22.3K
$0
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.49K- 8.77% |
$0 - $263K
|
15.5K
$0
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.6K- 10.07% |
$0 - $282K
|
14.3K
$0
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-1.78K- 19.41% |
$0 - $315K
|
7.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.81K- 2.8% |
$0 - $319K
|
62.7K
$0
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.81K- 2.44% |
$0 - $320K
|
72.3K
$0
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.95K- 15.13% |
$0 - $345K
|
10.9K
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.17K- 44.57% |
$0 - $383K
|
2.7K
$0
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.28K- 4.9% |
$0 - $402K
|
44.1K
$0
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.7K- 3.8% |
$0 - $476K
|
68.2K
$0
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.76K- 39.96% |
$0 - $487K
|
4.14K
$0
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.83K- 5.48% |
$0 - $500K
|
48.8K
$0
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.91K- 44.1% |
$0 - $514K
|
3.69K
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.26K- 80.33% |
$0 - $576K
|
799
$0
|