Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
11+ 0.02% |
N/A
|
70K
$0
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
9+ 0.44% |
N/A
|
2.06K
$0
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
8+ 0.18% |
N/A
|
4.58K
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.2% |
N/A
|
1.49K
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.9% |
N/A
|
112
$0
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.56% |
N/A
|
181
$0
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3- 0.09% |
N/A
|
3.2K
$0
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-7- 0.11% |
N/A
|
6.36K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-8- 0.35% |
N/A
|
2.27K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-14- 0.14% |
N/A
|
9.66K
$0
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28- 20.74% |
N/A
|
107
$0
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-30- 6.38% |
N/A
|
440
$0
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-46- 0.37% |
N/A
|
12.3K
$0
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-51- 0.12% |
N/A
|
44K
$0
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-52- 3.01% |
N/A
|
1.68K
$0
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-64- 2.14% |
N/A
|
2.93K
$0
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-65- 0.5% |
N/A
|
13K
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-109Closed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-111- 19.58% |
N/A
|
456
$0
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-113- 5.98% |
N/A
|
1.78K
$0
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-133- 8.73% |
N/A
|
1.39K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-152- 5.9% |
N/A
|
2.42K
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-163Closed |
N/A
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-178- 31.06% |
N/A
|
395
$0
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-197- 3.71% |
N/A
|
5.11K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-243- 1.57% |
N/A
|
15.2K
$0
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-259- 8.96% |
N/A
|
2.63K
$0
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-280- 1.47% |
N/A
|
18.8K
$0
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-286- 6.32% |
N/A
|
4.24K
$0
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-300- 3.02% |
N/A
|
9.64K
$0
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-316- 12.93% |
N/A
|
2.13K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-359- 0.92% |
N/A
|
38.6K
$0
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-365- 95.55% |
N/A
|
17
$0
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-393- 0.55% |
N/A
|
71.1K
$0
|
|
Oct 14, 2021
Q3 2021
|
Seneca House Advisors
|
SELL
|
- |
-422- 8.81% |
N/A
|
4.37K
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-462- 0.98% |
N/A
|
46.5K
$0
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-732- 3.82% |
N/A
|
18.5K
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-882- 72.83% |
N/A
|
329
$0
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-1.12K- 20.04% |
N/A
|
4.45K
$0
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.36KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.37K- 9.6% |
N/A
|
12.9K
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.56KClosed |
N/A
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
SELL
|
- |
-1.8K- 13.34% |
N/A
|
11.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.14K- 9.45% |
N/A
|
20.6K
$0
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.97K- 25.56% |
N/A
|
8.66K
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.09KClosed |
N/A
|
0
$0
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-57.6K- 95.48% |
N/A
|
2.73K
$0
|