Purchases and Sales Made in Q1 2025 in Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
81+ 0.72% |
N/A
|
11.3K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
48+ 0.19% |
N/A
|
24.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
13+ 0.26% |
N/A
|
5.1K
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12+ 0.23% |
N/A
|
5.12K
$0
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
12+ 0.22% |
N/A
|
5.37K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 0.24% |
N/A
|
2.95K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
6+ 0.02% |
N/A
|
28.4K
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.18% |
N/A
|
2.86K
$0
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.15% |
N/A
|
682
$0
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1- 0.06% |
N/A
|
1.75K
$0
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-5- 0.82% |
N/A
|
602
$0
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-24- 1.51% |
N/A
|
1.56K
$0
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 0.38% |
N/A
|
9.02K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-48- 16.16% |
N/A
|
249
$0
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-100- 1.92% |
N/A
|
5.1K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-119- 1.59% |
N/A
|
7.38K
$0
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-120- 4.22% |
N/A
|
2.73K
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-125- 0.07% |
N/A
|
168K
$0
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-125- 80.65% |
N/A
|
30
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-160- 1.63% |
N/A
|
9.63K
$0
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-223- 3.14% |
N/A
|
6.87K
$0
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-225- 52.94% |
N/A
|
200
$0
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-225- 18.37% |
N/A
|
1K
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-264Closed |
N/A
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-292- 2.22% |
N/A
|
12.9K
$0
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-343- 1.13% |
N/A
|
30.1K
$0
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
SELL
|
- |
-409- 0.69% |
N/A
|
58.5K
$0
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-447- 0.69% |
N/A
|
64K
$0
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-472- 5.23% |
N/A
|
8.55K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-603- 11.11% |
N/A
|
4.83K
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-605- 5.23% |
N/A
|
11K
$0
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-708- 6.42% |
N/A
|
10.3K
$0
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-708- 10.22% |
N/A
|
6.22K
$0
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-942- 13.92% |
N/A
|
5.83K
$0
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-963- 2.69% |
N/A
|
34.8K
$0
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 17.88% |
N/A
|
5.72K
$0
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.27K- 2.42% |
N/A
|
51.2K
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.28K- 2.78% |
N/A
|
44.7K
$0
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.52K- 13.71% |
N/A
|
9.57K
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.67K- 3.61% |
N/A
|
44.6K
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.75K- 23.49% |
N/A
|
5.7K
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-1.85K- 6.38% |
N/A
|
27.1K
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-2.29K- 9.09% |
N/A
|
22.9K
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.84K- 14.65% |
N/A
|
16.5K
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-3.85K- 10.7% |
N/A
|
32.1K
$0
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.42K- 17.11% |
N/A
|
21.4K
$0
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.08K- 74.6% |
N/A
|
2.07K
$0
|
|
|
May 14, 2025
Q1 2025
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-6.92K- 39.27% |
N/A
|
10.7K
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.03K- 96.17% |
N/A
|
280
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.78K- 16.6% |
N/A
|
39.1K
$0
|