Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
259K+ 520.53% |
$7.36M - $9.04M
|
309K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
173K+ 11963.39% |
$4.9M - $6.02M
|
174K
$0
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
60.1K+ 34.87% |
$1.71M - $2.09M
|
232K
$0
|
|
|
May 15, 2023
Q1 2023
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
24KNew |
$681K - $836K
|
24K
$0
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 13.83% |
$507K - $623K
|
147K
$0
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$388K - $477K
|
13.7K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.4K+ 41.81% |
$380K - $466K
|
45.4K
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9K+ 76.19% |
$338K - $415K
|
27.5K
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.46K+ 8.65% |
$98.2K - $121K
|
43.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.03K+ 5.67% |
$85.9K - $105K
|
56.4K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
2.94KNew |
$83.3K - $102K
|
2.94K
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.66K+ 28.62% |
$75.4K - $92.6K
|
11.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.61K+ 459.79% |
$74K - $90.8K
|
3.17K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.97K+ 7.54% |
$56K - $68.8K
|
28.2K
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.67K+ 6.21% |
$47.3K - $58.1K
|
28.5K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.53K+ 4.43% |
$43.3K - $53.2K
|
36K
$0
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
700+ 3.11% |
$19.9K - $24.4K
|
23.2K
$0
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
574+ 1.86% |
$16.3K - $20K
|
31.4K
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
539+ 4.74% |
$15.3K - $18.8K
|
11.9K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
491+ 5.36% |
$13.9K - $17.1K
|
9.65K
$0
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
326+ 2.68% |
$9.25K - $11.4K
|
12.5K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
157New |
$4.45K - $5.47K
|
157
$0
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45New |
$1.28K - $1.57K
|
45
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.34% |
$28.4 - $34.8
|
299
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 0.23% |
$312 - $383
|
4.78K
$0
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105- 0.12% |
$2.98K - $3.66K
|
85.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-238- 2.01% |
$6.75K - $8.29K
|
11.6K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.32K- 5.6% |
$37.4K - $45.9K
|
22.2K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-1.35K- 1.04% |
$38.3K - $47.1K
|
129K
$0
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.71K- 1.25% |
$48.6K - $59.7K
|
135K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-13K- 16.28% |
$370K - $454K
|
67.1K
$0
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.9K- 44.58% |
$536K - $658K
|
23.5K
$0
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.1K- 15.81% |
$542K - $666K
|
102K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-31.2K- 35.43% |
$884K - $1.09M
|
56.8K
$0
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-71K- 99.87% |
$2.01M - $2.47M
|
91
$0
|