Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
30+ 2.37% |
$8.31K - $9.12K
|
1.29K
$0
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
26+ 1.86% |
$7.2K - $7.9K
|
1.42K
$0
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
25New |
$6.92K - $7.6K
|
25
$0
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12New |
$3.32K - $3.65K
|
12
$0
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
12New |
$3.32K - $3.65K
|
12
$0
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
10+ 0.51% |
$2.77K - $3.04K
|
1.97K
$0
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10+ 0.58% |
$2.77K - $3.04K
|
1.75K
$0
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
7+ 2.23% |
$1.94K - $2.13K
|
321
$0
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5+ 0.38% |
$1.38K - $1.52K
|
1.32K
$0
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
5+ 0.06% |
$1.38K - $1.52K
|
7.81K
$0
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
4+ 1.39% |
$1.11K - $1.22K
|
292
$0
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
2+ 0.07% |
$554 - $608
|
2.85K
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1+ 50.0% |
$277 - $304
|
3
$0
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1+ 0.12% |
$277 - $304
|
828
$0
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1+ 0.1% |
$277 - $304
|
970
$0
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.15% |
$277 - $304
|
664
$0
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.19% |
$277 - $304
|
514
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2- 1.92% |
$554 - $608
|
102
$0
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-2- 0.22% |
$554 - $608
|
915
$0
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.19% |
$831 - $912
|
1.57K
$0
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-3- 0.22% |
$831 - $912
|
1.34K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9- 0.52% |
$2.49K - $2.74K
|
1.73K
$0
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-14- 1.85% |
$3.88K - $4.25K
|
742
$0
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-16- 0.42% |
$4.43K - $4.86K
|
3.84K
$0
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-16- 0.25% |
$4.43K - $4.86K
|
6.51K
$0
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-20- 2.1% |
$5.54K - $6.08K
|
931
$0
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-25- 2.99% |
$6.92K - $7.6K
|
810
$0
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-26- 3.19% |
$7.2K - $7.9K
|
789
$0
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-27- 1.93% |
$7.48K - $8.21K
|
1.37K
$0
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-28- 82.35% |
$7.75K - $8.51K
|
6
$0
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34- 0.71% |
$9.41K - $10.3K
|
4.79K
$0
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-35- 7.22% |
$9.69K - $10.6K
|
450
$0
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-39- 70.91% |
$10.8K - $11.9K
|
16
$0
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-39- 5.34% |
$10.8K - $11.9K
|
692
$0
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-44- 36.36% |
$12.2K - $13.4K
|
77
$0
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-52- 0.47% |
$14.4K - $15.8K
|
11K
$0
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-62- 3.1% |
$17.2K - $18.8K
|
1.94K
$0
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-64- 2.77% |
$17.7K - $19.5K
|
2.25K
$0
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-70- 2.19% |
$19.4K - $21.3K
|
3.12K
$0
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-72- 7.6% |
$19.9K - $21.9K
|
875
$0
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-73- 1.94% |
$20.2K - $22.2K
|
3.68K
$0
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-103- 5.34% |
$28.5K - $31.3K
|
1.83K
$0
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-107- 3.81% |
$29.6K - $32.5K
|
2.7K
$0
|
|
Apr 13, 2023
Q1 2023
|
Eagle Capital Management, LLC
|
SELL
|
- |
-108- 3.47% |
$29.9K - $32.8K
|
3K
$0
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-108- 0.85% |
$29.9K - $32.8K
|
12.6K
$0
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-120- 11.19% |
$33.2K - $36.5K
|
952
$0
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-140- 7.68% |
$38.8K - $42.5K
|
1.68K
$0
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-167- 0.08% |
$46.2K - $50.8K
|
216K
$0
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-171- 90.0% |
$47.4K - $52K
|
19
$0
|