Purchases and Sales Made in Q1 2022 in Invesco S&P 500 Equal Weight T (RYT)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight T (RYT) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT T.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284+ 9.48% |
$74.7K - $92.5K
|
3.28K
$0
|
|
May 05, 2022
Q1 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
277+ 7.7% |
$72.8K - $90.2K
|
3.87K
$0
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
234+ 7.24% |
$61.5K - $76.2K
|
3.47K
$0
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
231+ 3.41% |
$60.7K - $75.2K
|
7K
$0
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
171New |
$45K - $55.7K
|
171
$0
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157+ 23.29% |
$41.3K - $51.1K
|
831
$0
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
157+ 23.29% |
$41.3K - $51.1K
|
831
$0
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
154+ 20.51% |
$40.5K - $50.2K
|
905
$0
|
|
Apr 05, 2022
Q1 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
150+ 1.17% |
$39.4K - $48.9K
|
13K
$0
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
147+ 2.35% |
$38.7K - $47.9K
|
6.41K
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126+ 5.8% |
$33.1K - $41K
|
2.3K
$0
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
121+ 2.83% |
$31.8K - $39.4K
|
4.39K
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
101+ 9.95% |
$26.6K - $32.9K
|
1.12K
$0
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
100+ 1.42% |
$26.3K - $32.6K
|
7.15K
$0
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
90+ 115.38% |
$23.7K - $29.3K
|
168
$0
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
85New |
$22.4K - $27.7K
|
85
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
75+ 7.78% |
$19.7K - $24.4K
|
1.04K
$0
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
64+ 3.28% |
$16.8K - $20.8K
|
2.02K
$0
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
47+ 2.72% |
$12.4K - $15.3K
|
1.77K
$0
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
34+ 1.34% |
$8.94K - $11.1K
|
2.57K
$0
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
25+ 3.47% |
$6.57K - $8.14K
|
745
$0
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
22+ 2.73% |
$5.79K - $7.17K
|
827
$0
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19+ 1.26% |
$5K - $6.19K
|
1.53K
$0
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
16+ 1.63% |
$4.21K - $5.21K
|
997
$0
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 1.59% |
$4.21K - $5.21K
|
1.02K
$0
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
15+ 1.69% |
$3.94K - $4.89K
|
900
$0
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.3% |
$3.68K - $4.56K
|
4.65K
$0
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
13+ 2.22% |
$3.42K - $4.23K
|
598
$0
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
12+ 0.67% |
$3.16K - $3.91K
|
1.8K
$0
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
8+ 1.06% |
$2.1K - $2.61K
|
763
$0
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
5New |
$1.31K - $1.63K
|
5
$0
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
5New |
$1.31K - $1.63K
|
5
$0
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
4+ 0.08% |
$1.05K - $1.3K
|
5.15K
$0
|
|
May 02, 2022
Q1 2022
|
Ntb Financial Corp
Centennial, CO |
BUY
|
- |
3+ 0.36% |
$789 - $977
|
834
$0
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.1% |
$526 - $651
|
2.05K
$0
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2+ 0.11% |
$526 - $651
|
1.83K
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$263 - $326
|
3.45K
$0
|
|
May 12, 2022
Q1 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1+ 0.03% |
$263 - $326
|
3.04K
$0
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.09% |
$263 - $326
|
1.07K
$0
|
|
May 04, 2022
Q1 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.11% |
$263 - $326
|
894
$0
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 3.85% |
$263 - $326
|
25
$0
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 6.67% |
$526 - $651
|
28
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4- 0.26% |
$1.05K - $1.3K
|
1.54K
$0
|
|
May 03, 2022
Q1 2022
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-5- 0.08% |
$1.31K - $1.63K
|
6.08K
$0
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-10- 6.62% |
$2.63K - $3.26K
|
141
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-13Closed |
$3.42K - $4.23K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-19- 2.21% |
$5K - $6.19K
|
840
$0
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-20- 5.67% |
$5.26K - $6.51K
|
333
$0
|
|
May 04, 2022
Q1 2022
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-20- 0.51% |
$5.26K - $6.51K
|
3.88K
$0
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-21- 2.81% |
$5.52K - $6.84K
|
727
$0
|