Purchases and Sales Made in Q3 2021 in 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) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT M.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.3K+ 210.85% |
$5.7M - $6.29M
|
53.5K
$0
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.6KNew |
$5.28M - $5.82M
|
33.6K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14.5K+ 61.69% |
$2.27M - $2.5M
|
37.9K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.8K+ 49.57% |
$2.17M - $2.39M
|
41.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4K+ 133.41% |
$1.94M - $2.14M
|
21.6K
$0
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.8KNew |
$1.38M - $1.52M
|
8.8K
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.66K+ 39.07% |
$1.05M - $1.15M
|
23.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.89K+ 24.57% |
$924K - $1.02M
|
29.9K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.85K+ 20.01% |
$918K - $1.01M
|
35.1K
$0
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.03K+ 11.15% |
$789K - $870K
|
50.1K
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
4.35KNew |
$683K - $753K
|
4.35K
$0
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.68K+ 6.95% |
$578K - $638K
|
56.7K
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.18KNew |
$499K - $551K
|
3.18K
$0
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.83K+ 307.27% |
$444K - $490K
|
3.75K
$0
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.6K+ 2.35% |
$408K - $450K
|
113K
$0
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$301K - $332K
|
1.92K
$0
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.7KNew |
$266K - $294K
|
1.7K
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 0.69% |
$248K - $274K
|
231K
$0
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1.44K+ 22.44% |
$226K - $249K
|
7.86K
$0
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.07KNew |
$168K - $186K
|
1.07K
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
850+ 178.95% |
$133K - $147K
|
1.33K
$0
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
833+ 46.8% |
$131K - $144K
|
2.61K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
672+ 18.08% |
$105K - $116K
|
4.39K
$0
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
510+ 38.43% |
$80.1K - $88.3K
|
1.84K
$0
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
380+ 4.99% |
$59.7K - $65.8K
|
7.99K
$0
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
325+ 58.04% |
$51K - $56.3K
|
885
$0
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
272+ 1.57% |
$42.7K - $47.1K
|
17.6K
$0
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
160+ 11.96% |
$25.1K - $27.7K
|
1.5K
$0
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
156New |
$24.5K - $27K
|
156
$0
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
152+ 0.45% |
$23.9K - $26.3K
|
34.1K
$0
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
151+ 11.73% |
$23.7K - $26.1K
|
1.44K
$0
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
150+ 2.04% |
$23.5K - $26K
|
7.52K
$0
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
96+ 5.6% |
$15.1K - $16.6K
|
1.81K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
73+ 4.93% |
$11.5K - $12.6K
|
1.56K
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
60New |
$9.42K - $10.4K
|
60
$0
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
33+ 1.8% |
$5.18K - $5.71K
|
1.87K
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 28.57% |
$3.14K - $3.46K
|
90
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
3+ 0.27% |
$471 - $519
|
1.09K
$0
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.1% |
$314 - $346
|
1.91K
$0
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.34% |
$157 - $173
|
293
$0
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
1+ 0.04% |
$157 - $173
|
2.42K
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-25- 1.08% |
$3.92K - $4.33K
|
2.29K
$0
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25- 0.43% |
$3.92K - $4.33K
|
5.78K
$0
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-34- 0.47% |
$5.34K - $5.89K
|
7.2K
$0
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-43- 0.5% |
$6.75K - $7.45K
|
8.64K
$0
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-59- 3.21% |
$9.26K - $10.2K
|
1.78K
$0
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-66- 1.62% |
$10.4K - $11.4K
|
4K
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-70- 0.86% |
$11K - $12.1K
|
8.11K
$0
|