Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2023
Q4 2022
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
242KNew |
$13.3M - $14.4M
|
242K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
168K+ 39.59% |
$9.25M - $10M
|
593K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
69.5K+ 92.06% |
$3.82M - $4.15M
|
145K
$0
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
61.8K+ 281.69% |
$3.4M - $3.69M
|
83.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
53.3KNew |
$2.93M - $3.18M
|
53.3K
$0
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
39.5K+ 70.48% |
$2.17M - $2.36M
|
95.6K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.2K+ 63.66% |
$1.99M - $2.16M
|
93K
$0
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
25.8KNew |
$1.42M - $1.54M
|
25.8K
$0
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
16.6KNew |
$913K - $992K
|
16.6K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15K+ 36.62% |
$823K - $893K
|
55.9K
$0
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
13.9KNew |
$764K - $830K
|
13.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.2K+ 2.55% |
$614K - $667K
|
449K
$0
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
BUY
|
- |
11KNew |
$606K - $658K
|
11K
$0
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
8.56K+ 99.42% |
$470K - $511K
|
17.2K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.66K+ 6.26% |
$366K - $397K
|
113K
$0
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.57K+ 6.05% |
$251K - $273K
|
80.1K
$0
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
4KNew |
$220K - $239K
|
4K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.96KNew |
$217K - $236K
|
3.96K
$0
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.95KNew |
$217K - $236K
|
3.95K
$0
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.85K+ 66.43% |
$212K - $230K
|
9.65K
$0
|
|
Feb 16, 2023
Q4 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
3.7KNew |
$203K - $221K
|
3.7K
$0
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.67KNew |
$201K - $219K
|
3.67K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.62KNew |
$199K - $216K
|
3.62K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.62KNew |
$199K - $216K
|
3.62K
$0
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.06KNew |
$168K - $182K
|
3.06K
$0
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.44K+ 27.28% |
$134K - $145K
|
11.4K
$0
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$90.5K - $98.3K
|
1.65K
$0
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.38KNew |
$76K - $82.6K
|
1.38K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.25K+ 5.02% |
$68.7K - $74.6K
|
26.2K
$0
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.17K+ 1.29% |
$64.2K - $69.8K
|
91.7K
$0
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
988+ 4.94% |
$54.3K - $59K
|
21K
$0
|
|
Jan 17, 2023
Q4 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
938+ 2.36% |
$51.5K - $56K
|
40.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
878New |
$48.2K - $52.4K
|
878
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
874+ 4.23% |
$48K - $52.2K
|
21.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830+ 3.87% |
$45.6K - $49.5K
|
22.3K
$0
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
713+ 74.19% |
$39.2K - $42.5K
|
1.67K
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
540New |
$29.7K - $32.2K
|
540
$0
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
368+ 215.2% |
$20.2K - $22K
|
539
$0
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
345+ 10.01% |
$19K - $20.6K
|
3.79K
$0
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
157New |
$8.63K - $9.37K
|
157
$0
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
132New |
$7.25K - $7.88K
|
132
$0
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
112New |
$6.15K - $6.68K
|
112
$0
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
63New |
$3.46K - $3.76K
|
63
$0
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
20New |
$1.1K - $1.19K
|
20
$0
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
17+ 0.37% |
$934 - $1.01K
|
4.63K
$0
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6+ 0.06% |
$330 - $358
|
9.56K
$0
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 0.28% |
$110 - $119
|
719
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.04% |
$110 - $119
|
4.99K
$0
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.02% |
$110 - $119
|
8.98K
$0
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.09% |
$54.9 - $59.7
|
1.07K
$0
|