Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
24KNew |
$3.69M - $4.14M
|
24K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.6K+ 89.19% |
$3.01M - $3.38M
|
41.6K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.11K+ 39.03% |
$1.25M - $1.4M
|
28.9K
$0
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
4.14KNew |
$637K - $713K
|
4.14K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.07K+ 52.51% |
$626K - $701K
|
11.8K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.96K+ 3.53% |
$610K - $683K
|
116K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.9K+ 17.98% |
$600K - $672K
|
25.6K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.22KNew |
$496K - $555K
|
3.22K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Retirement Investments LLC
Richmond, VA |
BUY
|
- |
3.17KNew |
$487K - $546K
|
3.17K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.8KNew |
$430K - $482K
|
2.8K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.75K+ 24.63% |
$422K - $473K
|
13.9K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.65KNew |
$407K - $456K
|
2.65K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.35KNew |
$362K - $405K
|
2.35K
$0
|
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
2.33KNew |
$358K - $401K
|
2.33K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.22KNew |
$342K - $383K
|
2.22K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2.06KNew |
$317K - $355K
|
2.06K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.94K+ 3.45% |
$298K - $334K
|
58.2K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.48KNew |
$228K - $256K
|
1.48K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.44K+ 15.42% |
$221K - $248K
|
10.8K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.35KNew |
$207K - $232K
|
1.35K
$0
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
920+ 6.09% |
$142K - $159K
|
16K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
900+ 3.94% |
$138K - $155K
|
23.8K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
675+ 11.41% |
$104K - $116K
|
6.59K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
494+ 13.73% |
$76K - $85.1K
|
4.09K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462New |
$71.1K - $79.6K
|
462
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Peak Financial Management, Inc.
|
BUY
|
- |
454+ 5.3% |
$69.8K - $78.2K
|
9.03K
$0
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
445+ 5.75% |
$68.5K - $76.7K
|
8.18K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
308New |
$47.4K - $53.1K
|
308
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
224+ 5.41% |
$34.5K - $38.6K
|
4.36K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
213New |
$32.8K - $36.7K
|
213
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
160+ 25.48% |
$24.6K - $27.6K
|
788
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150New |
$23.1K - $25.8K
|
150
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
145New |
$22.3K - $25K
|
145
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
130+ 13.67% |
$20K - $22.4K
|
1.08K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
110New |
$16.9K - $19K
|
110
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
69+ 2.19% |
$10.6K - $11.9K
|
3.22K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
69+ 0.39% |
$10.6K - $11.9K
|
17.7K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
53+ 1.28% |
$8.15K - $9.13K
|
4.19K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49+ 3.36% |
$7.54K - $8.44K
|
1.51K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
37New |
$5.69K - $6.38K
|
37
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32New |
$4.92K - $5.51K
|
32
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
25New |
$3.85K - $4.31K
|
25
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
22+ 17.89% |
$3.38K - $3.79K
|
145
$0
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
20New |
$3.08K - $3.45K
|
20
$0
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
14New |
$2.15K - $2.41K
|
14
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13+ 17.33% |
$2K - $2.24K
|
88
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
10+ 0.62% |
$1.54K - $1.72K
|
1.63K
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
8New |
$1.23K - $1.38K
|
8
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3+ 1.54% |
$462 - $517
|
198
$0
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.28% |
$462 - $517
|
1.06K
$0
|