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 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11+ 0.26% |
$3.12K - $3.37K
|
4.21K
$0
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8+ 0.03% |
$2.27K - $2.45K
|
25.1K
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.1% |
$567 - $612
|
2.05K
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.19% |
$567 - $612
|
1.07K
$0
|
|
Nov 02, 2021
Q3 2021
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1New |
$283 - $306
|
1
$0
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1+ 0.07% |
$283 - $306
|
1.34K
$0
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.59% |
$283 - $306
|
170
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 2.94% |
$283 - $306
|
33
$0
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 3.23% |
$283 - $306
|
30
$0
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-4- 0.07% |
$1.13K - $1.22K
|
5.75K
$0
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-11- 0.6% |
$3.12K - $3.37K
|
1.82K
$0
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-13- 0.26% |
$3.68K - $3.98K
|
4.95K
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-18- 11.18% |
$5.1K - $5.51K
|
143
$0
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-19- 0.21% |
$5.38K - $5.81K
|
8.86K
$0
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
SELL
|
- |
-20- 1.12% |
$5.67K - $6.12K
|
1.76K
$0
|
|
Nov 12, 2021
Q3 2021
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-27- 0.94% |
$7.65K - $8.26K
|
2.85K
$0
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-28- 0.56% |
$7.93K - $8.57K
|
4.93K
$0
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-30- 1.14% |
$8.5K - $9.18K
|
2.59K
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-32- 0.5% |
$9.06K - $9.79K
|
6.37K
$0
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-32- 2.1% |
$9.06K - $9.79K
|
1.49K
$0
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-33- 0.26% |
$9.35K - $10.1K
|
12.9K
$0
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-35Closed |
$9.91K - $10.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-35- 0.47% |
$9.91K - $10.7K
|
7.39K
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-38- 4.67% |
$10.8K - $11.6K
|
775
$0
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-40- 1.03% |
$11.3K - $12.2K
|
3.83K
$0
|
|
Oct 22, 2021
Q3 2021
|
Allen Capital Group, LLC
|
SELL
|
- |
-41- 0.48% |
$11.6K - $12.5K
|
8.46K
$0
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-45- 2.08% |
$12.7K - $13.8K
|
2.12K
$0
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-50- 5.28% |
$14.2K - $15.3K
|
897
$0
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-55- 0.65% |
$15.6K - $16.8K
|
8.47K
$0
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-56- 5.24% |
$15.9K - $17.1K
|
1.01K
$0
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-64- 2.62% |
$18.1K - $19.6K
|
2.38K
$0
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-66- 3.58% |
$18.7K - $20.2K
|
1.78K
$0
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-72- 6.75% |
$20.4K - $22K
|
994
$0
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-72- 9.25% |
$20.4K - $22K
|
706
$0
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-85- 0.96% |
$24.1K - $26K
|
8.75K
$0
|
|
Nov 15, 2021
Q3 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-95- 0.75% |
$26.9K - $29.1K
|
12.5K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-101- 4.41% |
$28.6K - $30.9K
|
2.19K
$0
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-102- 2.48% |
$28.9K - $31.2K
|
4.01K
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-106Closed |
$30K - $32.4K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-109- 17.06% |
$30.9K - $33.3K
|
530
$0
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-109- 9.0% |
$30.9K - $33.3K
|
1.1K
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-109- 4.05% |
$30.9K - $33.3K
|
2.58K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-119- 23.52% |
$33.7K - $36.4K
|
387
$0
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-132- 0.36% |
$37.4K - $40.4K
|
36.4K
$0
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-136- 47.39% |
$38.5K - $41.6K
|
151
$0
|
|
Nov 03, 2021
Q3 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-140- 2.79% |
$39.7K - $42.8K
|
4.88K
$0
|
|
Oct 15, 2021
Q3 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-142- 2.07% |
$40.2K - $43.4K
|
6.73K
$0
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
SELL
|
- |
-150- 6.08% |
$42.5K - $45.9K
|
2.32K
$0
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-150- 8.34% |
$42.5K - $45.9K
|
1.65K
$0
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-158- 3.65% |
$44.8K - $48.3K
|
4.17K
$0
|