Institutional Ownership Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM). We have compiled data on the 98 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,020
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 71.43%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
700
shares
|
$0
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
615
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
500
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
475
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
475
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 0.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
440
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
365
shares
|
$0
0.01% of portfolio
|
Q2 2023
Reduced 9.88%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
350
shares
|
$0
0.01% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
334
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1013.33%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
265
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
207
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
195
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
185
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
125
shares
|
$0
0.0% of portfolio
|
Q3 2023
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
115
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
111
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
83
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 47.8%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
35
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 53.33%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
12
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 72.09%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|