Institutional Ownership Invesco S&P 500 Equal Weight M (RTM)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight M (RTM). We have compiled data on the 88 institutions that hold shares in the stock, with a total of 2.01 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 |
---|---|---|---|---|---|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
265
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
190
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
155
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
115
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
83
shares
|
$0
0.0% of portfolio
|
Q2 2024
Reduced 47.8%
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
55
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
35
shares
|
$0
0.0% of portfolio
|
Q1 2024
Reduced 53.33%
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 183.33%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
23
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
19
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 66.07%
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|