Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
285+ 1.61% |
$0 - $8.66K
|
17.9K
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
251+ 0.36% |
$0 - $7.63K
|
69.1K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
203New |
$0 - $6.17K
|
203
$0
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
185+ 0.24% |
$0 - $5.62K
|
77.8K
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
150+ 2.68% |
$0 - $4.56K
|
5.75K
$0
|
|
|
May 09, 2024
Q1 2024
|
Socha Financial Group, LLC
Corning, NY |
BUY
|
- |
137+ 0.18% |
$0 - $4.16K
|
76.8K
$0
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
117+ 1.6% |
$0 - $3.55K
|
7.42K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
100New |
$0 - $3.04K
|
100
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
81+ 0.36% |
$0 - $2.46K
|
22.6K
$0
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
71+ 0.29% |
$0 - $2.16K
|
24.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
17+ 0.02% |
$0 - $516
|
75.5K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 0.14% |
$0 - $365
|
8.76K
$0
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10+ 0.06% |
$0 - $304
|
18K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
7+ 0.16% |
$0 - $213
|
4.51K
$0
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
7+ 0.05% |
$0 - $213
|
14.3K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
6+ 0.12% |
$0 - $182
|
5.17K
$0
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6+ 0.03% |
$0 - $182
|
18.2K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$0 - $152
|
27.7K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
4+ 0.02% |
$0 - $122
|
16.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4+ 0.16% |
$0 - $122
|
2.49K
$0
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.29% |
$0 - $60.8
|
695
$0
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
2+ 0.18% |
$0 - $60.8
|
1.13K
$0
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1+ 0.1% |
$0 - $30.4
|
1.03K
$0
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.21% |
$0 - $30.4
|
479
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.22% |
$0 - $30.4
|
465
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-10- 0.26% |
$0 - $304
|
3.84K
$0
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-14- 0.35% |
$0 - $425
|
3.96K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19- 0.4% |
$0 - $577
|
4.67K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-50- 0.47% |
$0 - $1.52K
|
10.7K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-80- 0.28% |
$0 - $2.43K
|
28.5K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-92- 1.21% |
$0 - $2.79K
|
7.5K
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-149- 70.28% |
$0 - $4.53K
|
63
$0
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 2.59% |
$0 - $6.08K
|
7.53K
$0
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-283- 29.21% |
$0 - $8.6K
|
686
$0
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-343- 23.97% |
$0 - $10.4K
|
1.09K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-425- 5.83% |
$0 - $12.9K
|
6.87K
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-434- 1.23% |
$0 - $13.2K
|
34.9K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-502- 5.37% |
$0 - $15.3K
|
8.84K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-603- 1.28% |
$0 - $18.3K
|
46.5K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-609- 3.72% |
$0 - $18.5K
|
15.7K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-629- 7.01% |
$0 - $19.1K
|
8.34K
$0
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-680- 3.93% |
$0 - $20.7K
|
16.6K
$0
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-703- 0.21% |
$0 - $21.4K
|
335K
$0
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-727- 1.47% |
$0 - $22.1K
|
48.9K
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-811- 60.25% |
$0 - $24.6K
|
535
$0
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-823- 9.06% |
$0 - $25K
|
8.26K
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-927- 5.77% |
$0 - $28.2K
|
15.1K
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.07K- 6.59% |
$0 - $32.4K
|
15.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.11K- 2.9% |
$0 - $33.7K
|
37.2K
$0
|