Purchases and Sales Made in Q1 2021 in Invesco S&P 500 Equal Weight H (RYH)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight H (RYH) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT H.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 29, 2021
Q1 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-806- 2.11% |
$204K - $221K
|
37.4K
$0
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-966- 12.25% |
$245K - $264K
|
6.92K
$0
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.21KClosed |
$308K - $332K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.24K- 7.13% |
$315K - $340K
|
16.2K
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-1.34KClosed |
$339K - $366K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.57K- 14.67% |
$399K - $431K
|
9.15K
$0
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.7K- 97.2% |
$431K - $465K
|
49
$0
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.98K- 25.42% |
$502K - $542K
|
5.81K
$0
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.57KClosed |
$652K - $704K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.64K- 39.36% |
$670K - $723K
|
4.07K
$0
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.94K- 49.81% |
$746K - $805K
|
2.97K
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.27K- 49.21% |
$828K - $894K
|
3.37K
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.68K- 83.52% |
$932K - $1.01M
|
725
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.46K- 35.22% |
$1.13M - $1.22M
|
8.21K
$0
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.05KClosed |
$1.28M - $1.38M
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-5.09K- 37.71% |
$1.29M - $1.39M
|
8.4K
$0
|
|
Jun 28, 2022
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-5.34K- 13.44% |
$1.35M - $1.46M
|
34.4K
$0
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-5.72KClosed |
$1.45M - $1.56M
|
0
$0
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.28KClosed |
$2.1M - $2.27M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-15.7K- 28.37% |
$3.99M - $4.31M
|
39.7K
$0
|