Purchases and Sales Made in Q3 2021 in Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT T.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
664New |
$188K - $203K
|
664
$0
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
626+ 0.65% |
$177K - $192K
|
96.8K
$0
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
601+ 3.15% |
$170K - $184K
|
19.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
560+ 13.98% |
$159K - $171K
|
4.57K
$0
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
491+ 9.17% |
$139K - $150K
|
5.84K
$0
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
402+ 1.16% |
$114K - $123K
|
35.2K
$0
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
400+ 35.15% |
$113K - $122K
|
1.54K
$0
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
340+ 8.99% |
$96.3K - $104K
|
4.12K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
337+ 4.62% |
$95.5K - $103K
|
7.63K
$0
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
319+ 8.96% |
$90.4K - $97.6K
|
3.88K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
297+ 15.08% |
$84.1K - $90.9K
|
2.27K
$0
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
281+ 1.09% |
$79.6K - $86K
|
26K
$0
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
263+ 2.09% |
$74.5K - $80.5K
|
12.9K
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
254+ 54.98% |
$72K - $77.7K
|
716
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
213+ 9.65% |
$60.3K - $65.2K
|
2.42K
$0
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
205+ 13.67% |
$58.1K - $62.7K
|
1.71K
$0
|
|
Nov 04, 2021
Q3 2021
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
204+ 8.48% |
$57.8K - $62.4K
|
2.61K
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
200+ 22.1% |
$56.7K - $61.2K
|
1.11K
$0
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
199+ 0.86% |
$56.4K - $60.9K
|
23.4K
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
187+ 25.1% |
$53K - $57.2K
|
932
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
181New |
$51.3K - $55.4K
|
181
$0
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
157New |
$44.5K - $48K
|
157
$0
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
147+ 3.12% |
$41.6K - $45K
|
4.85K
$0
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
146New |
$41.4K - $44.7K
|
146
$0
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144+ 20.06% |
$40.8K - $44.1K
|
862
$0
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
137New |
$38.8K - $41.9K
|
137
$0
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
113+ 12.68% |
$32K - $34.6K
|
1K
$0
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
110+ 2.94% |
$31.2K - $33.7K
|
3.85K
$0
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
100New |
$28.3K - $30.6K
|
100
$0
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
97+ 3.61% |
$27.5K - $29.7K
|
2.78K
$0
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
78New |
$22.1K - $23.9K
|
78
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
77+ 17.95% |
$21.8K - $23.6K
|
506
$0
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
73+ 3.08% |
$20.7K - $22.3K
|
2.44K
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
71+ 0.9% |
$20.1K - $21.7K
|
7.97K
$0
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
68New |
$19.3K - $20.8K
|
68
$0
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
61+ 1.36% |
$17.3K - $18.7K
|
4.54K
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56+ 0.21% |
$15.9K - $17.1K
|
26.6K
$0
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
50+ 1.37% |
$14.2K - $15.3K
|
3.71K
$0
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
41+ 5.2% |
$11.6K - $12.5K
|
830
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
35+ 17.07% |
$9.91K - $10.7K
|
240
$0
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
35New |
$9.91K - $10.7K
|
35
$0
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
34+ 0.99% |
$9.63K - $10.4K
|
3.47K
$0
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
30+ 4.14% |
$8.5K - $9.18K
|
755
$0
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
30New |
$8.5K - $9.18K
|
30
$0
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
26+ 0.38% |
$7.37K - $7.95K
|
6.78K
$0
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22+ 1.53% |
$6.23K - $6.73K
|
1.46K
$0
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20+ 3.53% |
$5.67K - $6.12K
|
587
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19+ 0.34% |
$5.38K - $5.81K
|
5.66K
$0
|
|
Oct 13, 2021
Q3 2021
|
Friedenthal Financial
|
BUY
|
- |
18+ 0.29% |
$5.1K - $5.51K
|
6.19K
$0
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
14+ 1.61% |
$3.97K - $4.28K
|
885
$0
|