Purchases and Sales Made in Q4 2022 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
37+ 0.26% |
$6.07K - $6.56K
|
14.4K
$0
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
36+ 1.38% |
$5.91K - $6.38K
|
2.64K
$0
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24New |
$3.94K - $4.25K
|
24
$0
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.32% |
$2.46K - $2.66K
|
4.73K
$0
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
14+ 0.13% |
$2.3K - $2.48K
|
11.2K
$0
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
13+ 0.64% |
$2.13K - $2.3K
|
2.05K
$0
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9New |
$1.48K - $1.59K
|
9
$0
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
7+ 0.36% |
$1.15K - $1.24K
|
1.96K
$0
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$492 - $532
|
8.53K
$0
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3+ 0.02% |
$492 - $532
|
17.1K
$0
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.12% |
$328 - $354
|
1.65K
$0
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.06% |
$164 - $177
|
1.72K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$164 - $177
|
150
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.66% |
$164 - $177
|
152
$0
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.33% |
$164 - $177
|
305
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-15- 10.42% |
$2.46K - $2.66K
|
129
$0
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-21- 30.43% |
$3.45K - $3.72K
|
48
$0
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-26- 0.17% |
$4.27K - $4.61K
|
14.9K
$0
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-42- 1.58% |
$6.89K - $7.44K
|
2.62K
$0
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44- 1.34% |
$7.22K - $7.8K
|
3.25K
$0
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-52- 2.87% |
$8.53K - $9.21K
|
1.76K
$0
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-57- 17.92% |
$9.35K - $10.1K
|
261
$0
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-58- 31.02% |
$9.52K - $10.3K
|
129
$0
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-78- 4.19% |
$12.8K - $13.8K
|
1.78K
$0
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-108- 0.71% |
$17.7K - $19.1K
|
15.2K
$0
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-170- 1.91% |
$27.9K - $30.1K
|
8.74K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-185- 0.4% |
$30.4K - $32.8K
|
46K
$0
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-235- 1.45% |
$38.6K - $41.6K
|
15.9K
$0
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-239- 3.03% |
$39.2K - $42.4K
|
7.65K
$0
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-248- 4.02% |
$40.7K - $43.9K
|
5.92K
$0
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-328- 1.84% |
$53.8K - $58.1K
|
17.5K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-332- 19.42% |
$54.5K - $58.8K
|
1.38K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-353- 4.13% |
$57.9K - $62.6K
|
8.2K
$0
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-440- 15.82% |
$72.2K - $78K
|
2.34K
$0
|
|
Jan 30, 2023
Q4 2022
|
Seneca House Advisors
|
SELL
|
- |
-518- 25.35% |
$85K - $91.8K
|
1.53K
$0
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-520- 9.23% |
$85.3K - $92.1K
|
5.12K
$0
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-520- 9.23% |
$85.3K - $92.1K
|
5.12K
$0
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-733- 0.99% |
$120K - $130K
|
73.1K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-755- 3.92% |
$124K - $134K
|
18.5K
$0
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-771- 4.75% |
$126K - $137K
|
15.5K
$0
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-794- 6.92% |
$130K - $141K
|
10.7K
$0
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-907- 84.14% |
$149K - $161K
|
171
$0
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.04K- 8.72% |
$170K - $184K
|
10.9K
$0
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.11K- 8.66% |
$182K - $196K
|
11.7K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.18K- 4.06% |
$194K - $209K
|
27.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.2K- 22.41% |
$197K - $213K
|
4.17K
$0
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 23.56% |
$251K - $271K
|
4.97K
$0
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.68K- 52.51% |
$275K - $297K
|
1.52K
$0
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.75K- 13.19% |
$287K - $310K
|
11.5K
$0
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
SELL
|
- |
-2.32K- 32.86% |
$381K - $411K
|
4.74K
$0
|