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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-580- 5.77% |
$14.7K - $17.3K
|
9.47K
$0
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-602- 2.65% |
$15.2K - $18K
|
22.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-668- 0.2% |
$16.9K - $19.9K
|
336K
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-680- 8.51% |
$17.2K - $20.3K
|
7.31K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-700- 8.3% |
$17.7K - $20.9K
|
7.73K
$0
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-703- 7.27% |
$17.8K - $21K
|
8.97K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-706- 6.89% |
$17.9K - $21.1K
|
9.55K
$0
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-712- 11.28% |
$18K - $21.3K
|
5.6K
$0
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-872- 7.69% |
$22.1K - $26K
|
10.5K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1K- 66.67% |
$25.3K - $29.9K
|
500
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.05K- 1.26% |
$26.5K - $31.3K
|
82.1K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.08K- 13.4% |
$27.3K - $32.2K
|
6.98K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.19K- 3.39% |
$30.1K - $35.5K
|
33.9K
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.29K- 7.38% |
$32.6K - $38.4K
|
16.2K
$0
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.34K- 0.57% |
$33.9K - $40K
|
232K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.38K- 52.47% |
$34.9K - $41.2K
|
1.25K
$0
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.4K- 4.79% |
$35.3K - $41.6K
|
27.7K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.56K- 11.05% |
$39.5K - $46.6K
|
12.6K
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.6K- 1.3% |
$40.5K - $47.8K
|
122K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.64K- 9.01% |
$41.5K - $49K
|
16.6K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.94K- 32.01% |
$49.1K - $57.9K
|
4.12K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2K- 3.77% |
$50.6K - $59.7K
|
51K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-2.05K- 10.74% |
$51.9K - $61.2K
|
17K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.17K- 11.92% |
$55K - $64.9K
|
16.1K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.13K- 1.05% |
$79.2K - $93.4K
|
294K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.4K- 19.6% |
$86K - $101K
|
14K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.66K- 28.96% |
$92.6K - $109K
|
8.98K
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.68K- 3.46% |
$93.2K - $110K
|
103K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.78K- 2.12% |
$121K - $143K
|
221K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.84K- 26.09% |
$123K - $145K
|
13.7K
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-5.03K- 0.73% |
$127K - $150K
|
682K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.08K- 3.38% |
$129K - $152K
|
145K
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-5.35K- 14.08% |
$135K - $160K
|
32.6K
$0
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-6.28K- 57.61% |
$159K - $187K
|
4.62K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-6.37K- 6.07% |
$161K - $190K
|
98.6K
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.93K- 2.43% |
$201K - $237K
|
318K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-9.37K- 16.75% |
$237K - $280K
|
46.6K
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-10.3K- 24.28% |
$260K - $306K
|
32K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-12.1K- 25.27% |
$306K - $361K
|
35.8K
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.3K- 22.82% |
$311K - $367K
|
41.5K
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-12.4K- 3.49% |
$313K - $369K
|
342K
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-16.8K- 18.96% |
$424K - $500K
|
71.6K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-21K- 35.68% |
$532K - $628K
|
37.9K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-23.8K- 25.82% |
$602K - $711K
|
68.4K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28K- 5.07% |
$708K - $836K
|
525K
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-38.1K- 15.27% |
$963K - $1.14M
|
211K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.1K- 4.46% |
$990K - $1.17M
|
839K
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-51.2K- 59.22% |
$1.3M - $1.53M
|
35.3K
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-60.8K- 98.43% |
$1.54M - $1.81M
|
969
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-62.4K- 24.14% |
$1.58M - $1.86M
|
196K
$0
|