Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
529K+ 761.26% |
$13.4M - $15.8M
|
599K
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
156K+ 18.59% |
$3.95M - $4.66M
|
995K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
97.4K+ 66.11% |
$2.46M - $2.91M
|
245K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
91.7KNew |
$2.32M - $2.74M
|
91.7K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Ov Management LLC
Minneapolis, MN |
BUY
|
- |
82KNew |
$2.07M - $2.45M
|
82K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
78.7KNew |
$1.99M - $2.35M
|
78.7K
$0
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
61.8KNew |
$1.56M - $1.84M
|
61.8K
$0
|
|
|
Mar 11, 2024
Q4 2023
|
Red Mountain Financial, LLC
Fort Collins, CO |
BUY
|
- |
37.6KNew |
$950K - $1.12M
|
37.6K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 0.81% |
$457K - $540K
|
2.25M
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17.7KNew |
$447K - $527K
|
17.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
17.1K+ 7.19% |
$432K - $509K
|
255K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.8K+ 8.18% |
$374K - $442K
|
196K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.4KNew |
$340K - $401K
|
13.4K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 8.32% |
$290K - $342K
|
149K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.7KNew |
$272K - $321K
|
10.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10KNew |
$254K - $300K
|
10K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.29K+ 3.12% |
$235K - $277K
|
307K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.02KNew |
$228K - $269K
|
9.02K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.28K+ 26.66% |
$209K - $247K
|
39.3K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.15KNew |
$206K - $243K
|
8.15K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.84K+ 60.53% |
$198K - $234K
|
20.8K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7.3KNew |
$185K - $218K
|
7.3K
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
7.1KNew |
$180K - $212K
|
7.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
7KNew |
$177K - $209K
|
7K
$0
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6.94KNew |
$175K - $207K
|
6.94K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.92K+ 71.89% |
$175K - $207K
|
16.5K
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
6.9KNew |
$175K - $206K
|
6.9K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.57K+ 121.59% |
$166K - $196K
|
12K
$0
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.5KNew |
$139K - $164K
|
5.5K
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5.33K+ 4.25% |
$135K - $159K
|
131K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.05K+ 28.89% |
$128K - $151K
|
22.5K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.87K+ 52.05% |
$123K - $145K
|
14.2K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.78K+ 50.25% |
$121K - $143K
|
14.3K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.98KNew |
$101K - $119K
|
3.98K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
3.41K+ 3.77% |
$86.1K - $102K
|
93.7K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.54K+ 5.54% |
$64.3K - $75.9K
|
48.4K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
2.22K+ 1.74% |
$56.2K - $66.3K
|
130K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.12K+ 4.84% |
$53.6K - $63.3K
|
45.9K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.04KNew |
$51.5K - $60.8K
|
2.04K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.59K+ 2.86% |
$40.2K - $47.4K
|
57.1K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.52K+ 48.38% |
$38.4K - $45.3K
|
4.66K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 7.41% |
$31.8K - $37.5K
|
18.2K
$0
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$25.3K - $29.9K
|
1K
$0
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1K+ 8.7% |
$25.3K - $29.9K
|
12.5K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
890+ 2.73% |
$22.5K - $26.6K
|
33.5K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
886+ 3.52% |
$22.4K - $26.4K
|
26.1K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
864+ 10.19% |
$21.9K - $25.8K
|
9.34K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
726+ 1.92% |
$18.4K - $21.7K
|
38.6K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
716+ 1.34% |
$18.1K - $21.4K
|
54.1K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
627New |
$15.9K - $18.7K
|
627
$0
|