Purchases and Sales Made in Q2 2023 in Invesco S&P 500 Equal Weight F (RYF)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight F (RYF) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT F.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-497- 5.93% |
$0 - $25.8K
|
7.88K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-694- 4.75% |
$0 - $36.1K
|
13.9K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-696- 3.0% |
$0 - $36.2K
|
22.5K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-880- 2.22% |
$0 - $45.7K
|
38.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-949- 56.69% |
$0 - $49.3K
|
725
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.01K- 9.96% |
$0 - $52.3K
|
9.09K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1.2K- 8.67% |
$0 - $62.3K
|
12.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.21K- 3.01% |
$0 - $62.6K
|
38.8K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-1.23K- 2.31% |
$0 - $63.9K
|
52.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.24K- 13.16% |
$0 - $64.6K
|
8.2K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-1.45K- 26.61% |
$0 - $75.1K
|
3.99K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.75K- 41.44% |
$0 - $90.9K
|
2.47K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 10.86% |
$0 - $102K
|
16.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.05K- 9.52% |
$0 - $106K
|
19.5K
$0
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.25K- 14.45% |
$0 - $117K
|
13.3K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.36K- 2.16% |
$0 - $122K
|
107K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.89K- 24.6% |
$0 - $150K
|
8.86K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.46K- 26.6% |
$0 - $180K
|
9.54K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 8.09% |
$0 - $221K
|
48.3K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.59K- 4.77% |
$0 - $238K
|
91.6K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.64K- 43.2% |
$0 - $501K
|
12.7K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.7K- 26.18% |
$0 - $610K
|
33.1K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-16.5K- 19.16% |
$0 - $858K
|
69.7K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-23.1K- 23.63% |
$0 - $1.2M
|
74.7K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.3K- 13.09% |
$0 - $1.42M
|
181K
$0
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-29.5K- 29.82% |
$0 - $1.53M
|
69.4K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-35K- 59.95% |
$0 - $1.82M
|
23.4K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-36.1K- 54.35% |
$0 - $1.87M
|
30.3K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-54.5K- 11.27% |
$0 - $2.83M
|
429K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-82.8K- 84.3% |
$0 - $4.3M
|
15.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-119K- 92.19% |
$0 - $6.16M
|
10K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-165K- 68.75% |
$0 - $8.55M
|
74.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-219K- 60.6% |
$0 - $11.4M
|
142K
$0
|