Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
42.6K+ 860.4% |
$0 - $12.7M
|
47.5K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.2K+ 899.4% |
$0 - $12.6M
|
46.9K
$0
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
41.9K+ 1050.0% |
$0 - $12.5M
|
45.9K
$0
|
|
Oct 27, 2023
Q3 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
39.3K+ 887.68% |
$0 - $11.8M
|
43.8K
$0
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
38KNew |
$0 - $11.4M
|
38K
$0
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
37.9K+ 865.32% |
$0 - $11.3M
|
42.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
37KNew |
$0 - $11.1M
|
37K
$0
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
35.1KNew |
$0 - $10.5M
|
35.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
34.5K+ 900.0% |
$0 - $10.3M
|
38.3K
$0
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
34.3K+ 950.18% |
$0 - $10.2M
|
37.9K
$0
|
|
Oct 19, 2023
Q3 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
29.6K+ 1012.4% |
$0 - $8.86M
|
32.6K
$0
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.2K+ 899.63% |
$0 - $8.72M
|
32.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27K+ 900.0% |
$0 - $8.08M
|
30.1K
$0
|
|
Oct 19, 2023
Q3 2023
|
Eagle Capital Management, LLC
|
BUY
|
- |
27K+ 908.56% |
$0 - $8.06M
|
29.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
27K+ 659.49% |
$0 - $8.06M
|
31K
$0
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
26.1K+ 900.0% |
$0 - $7.8M
|
29K
$0
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26K+ 832.84% |
$0 - $7.77M
|
29.1K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
25.7K+ 900.35% |
$0 - $7.68M
|
28.5K
$0
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
24.8KNew |
$0 - $7.42M
|
24.8K
$0
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.1K+ 895.29% |
$0 - $7.21M
|
26.8K
$0
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
22.8K+ 936.76% |
$0 - $6.8M
|
25.2K
$0
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
22.3K+ 893.2% |
$0 - $6.67M
|
24.8K
$0
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
21.1K+ 900.0% |
$0 - $6.29M
|
23.4K
$0
|
|
Oct 24, 2023
Q3 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
20.9KNew |
$0 - $6.24M
|
20.9K
$0
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
20.5K+ 903.13% |
$0 - $6.11M
|
22.7K
$0
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.2K+ 1034.73% |
$0 - $6.04M
|
22.2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
18.2K+ 1110.64% |
$0 - $5.43M
|
19.8K
$0
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
18.1K+ 900.0% |
$0 - $5.41M
|
20.1K
$0
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
17.4K+ 900.0% |
$0 - $5.21M
|
19.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
17.2K+ 888.53% |
$0 - $5.14M
|
19.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 1161.34% |
$0 - $5.02M
|
18.2K
$0
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.6K+ 921.47% |
$0 - $4.95M
|
18.4K
$0
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
16.4K+ 900.0% |
$0 - $4.9M
|
18.2K
$0
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.7K+ 924.43% |
$0 - $4.71M
|
17.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
15.6K+ 845.46% |
$0 - $4.67M
|
17.5K
$0
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
15.6K+ 900.0% |
$0 - $4.67M
|
17.4K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.6K+ 900.0% |
$0 - $4.67M
|
17.4K
$0
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
15.6K+ 900.17% |
$0 - $4.66M
|
17.3K
$0
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15.6K+ 897.12% |
$0 - $4.66M
|
17.3K
$0
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.5K+ 511.13% |
$0 - $4.64M
|
18.6K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.2K+ 866.99% |
$0 - $4.55M
|
17K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.8KNew |
$0 - $4.42M
|
14.8K
$0
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
14.5K+ 899.88% |
$0 - $4.34M
|
16.1K
$0
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.4K+ 835.75% |
$0 - $4.31M
|
16.2K
$0
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
14.1K+ 899.68% |
$0 - $4.21M
|
15.7K
$0
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
13K+ 829.29% |
$0 - $3.88M
|
14.6K
$0
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.7K+ 869.85% |
$0 - $3.79M
|
14.1K
$0
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.5KNew |
$0 - $3.74M
|
12.5K
$0
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.5KNew |
$0 - $3.73M
|
12.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
12.3KNew |
$0 - $3.68M
|
12.3K
$0
|