Institutional Ownership Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE). We have compiled data on the 52 institutions that hold shares in the stock, with a total of 2.11 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
438,812
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.63%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
257,899
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 23.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
248,975
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
229,729
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 5.77%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 19, 2024 Q2 2024 |
105,323
shares
|
$0
0.94% of portfolio
|
Q2 2024
Reduced 1.73%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2024 Q2 2024 |
87,760
shares
|
$0
1.94% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
85,427
shares
|
$0
0.0% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Oxinas Partners Wealth Management LLC
|
Aug 01, 2024 Q2 2024 |
66,965
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 26.28%
|
|
|
Fortem Financial Group, LLC
|
Aug 02, 2024 Q2 2024 |
64,050
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 7.4%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
38,373
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 35.96%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
34,787
shares
|
$0
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
34,540
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jul 22, 2024 Q2 2024 |
29,996
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
27,490
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
25,123
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 49.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
25,055
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
23,167
shares
|
$0
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
23,141
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 8.29%
|
|
|
James Investment Research Inc
|
Jul 30, 2024 Q2 2024 |
21,701
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 1.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
21,022
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
20,850
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 35.72%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
17,397
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 69.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
16,968
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 4.52%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
16,467
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
15,747
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 1.11%
|