Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
74+ 1.03% |
$17.1K - $19.5K
|
7.28K
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
71+ 0.62% |
$16.4K - $18.7K
|
11.4K
$0
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
70New |
$16.2K - $18.5K
|
70
$0
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
60+ 34.88% |
$13.9K - $15.8K
|
232
$0
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
57+ 3.81% |
$13.2K - $15K
|
1.55K
$0
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
51+ 0.62% |
$11.8K - $13.5K
|
8.31K
$0
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
50New |
$11.6K - $13.2K
|
50
$0
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
47+ 587.5% |
$10.9K - $12.4K
|
55
$0
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
42+ 4.23% |
$9.7K - $11.1K
|
1.04K
$0
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
39New |
$9.01K - $10.3K
|
39
$0
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34New |
$7.86K - $8.97K
|
34
$0
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
BUY
|
- |
33+ 0.69% |
$7.62K - $8.71K
|
4.79K
$0
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
25+ 8.87% |
$5.78K - $6.6K
|
307
$0
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
13+ 1.18% |
$3K - $3.43K
|
1.11K
$0
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
11+ 7.8% |
$2.54K - $2.9K
|
152
$0
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
7New |
$1.62K - $1.85K
|
7
$0
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
6+ 0.12% |
$1.39K - $1.58K
|
5.17K
$0
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2+ 0.04% |
$462 - $528
|
4.73K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2+ 0.05% |
$462 - $528
|
3.94K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2+ 0.19% |
$462 - $528
|
1.08K
$0
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.19% |
$462 - $528
|
1.08K
$0
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2+ 0.02% |
$462 - $528
|
9.02K
$0
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.09% |
$231 - $264
|
1.11K
$0
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.03% |
$231 - $264
|
3.03K
$0
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.2% |
$231 - $264
|
491
$0
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.03% |
$231 - $264
|
3.25K
$0
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$231 - $264
|
8.57K
$0
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.11% |
$231 - $264
|
899
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 3.85% |
$231 - $264
|
25
$0
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-2- 0.04% |
$462 - $528
|
4.8K
$0
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4- 0.13% |
$924 - $1.06K
|
3.15K
$0
|
|
Feb 01, 2023
Q4 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-10- 0.16% |
$2.31K - $2.64K
|
6.07K
$0
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-13- 0.27% |
$3K - $3.43K
|
4.85K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-18- 0.81% |
$4.16K - $4.75K
|
2.22K
$0
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-21- 0.05% |
$4.85K - $5.54K
|
44.6K
$0
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-24- 1.18% |
$5.55K - $6.33K
|
2.01K
$0
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 1.61% |
$5.78K - $6.6K
|
1.53K
$0
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-28- 1.88% |
$6.47K - $7.39K
|
1.46K
$0
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-30- 2.69% |
$6.93K - $7.91K
|
1.09K
$0
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-30- 4.34% |
$6.93K - $7.91K
|
662
$0
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-31- 0.4% |
$7.16K - $8.18K
|
7.8K
$0
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-33- 0.45% |
$7.62K - $8.71K
|
7.29K
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35- 3.13% |
$8.09K - $9.23K
|
1.08K
$0
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-43- 12.29% |
$9.94K - $11.3K
|
307
$0
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-50- 8.24% |
$11.6K - $13.2K
|
557
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50- 4.93% |
$11.6K - $13.2K
|
965
$0
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-50- 2.4% |
$11.6K - $13.2K
|
2.03K
$0
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 2.83% |
$11.6K - $13.2K
|
1.72K
$0
|
|
Jan 18, 2023
Q4 2022
|
Kaizen Financial Strategies
|
SELL
|
- |
-50- 2.92% |
$11.6K - $13.2K
|
1.66K
$0
|