Purchases and Sales Made in Q1 2023 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 2023. 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 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
55New |
$13.3K - $15.4K
|
55
$0
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
47+ 0.98% |
$11.3K - $13.1K
|
4.83K
$0
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
42+ 2.51% |
$10.1K - $11.7K
|
1.72K
$0
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
36+ 0.58% |
$8.68K - $10.1K
|
6.22K
$0
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
35New |
$8.44K - $9.79K
|
35
$0
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
33+ 13.58% |
$7.96K - $9.23K
|
276
$0
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
32+ 114.29% |
$7.72K - $8.95K
|
60
$0
|
|
May 01, 2023
Q1 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
31+ 0.4% |
$7.47K - $8.67K
|
7.84K
$0
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
31+ 1.78% |
$7.47K - $8.67K
|
1.77K
$0
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27+ 2.09% |
$6.51K - $7.55K
|
1.32K
$0
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
24New |
$5.79K - $6.71K
|
24
$0
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20New |
$4.82K - $5.59K
|
20
$0
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
20+ 58.82% |
$4.82K - $5.59K
|
54
$0
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
18New |
$4.34K - $5.03K
|
18
$0
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
17New |
$4.1K - $4.75K
|
17
$0
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 1.64% |
$4.1K - $4.75K
|
1.05K
$0
|
|
May 15, 2023
Q1 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
17+ 0.56% |
$4.1K - $4.75K
|
3.05K
$0
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
16New |
$3.86K - $4.47K
|
16
$0
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
14New |
$3.38K - $3.92K
|
14
$0
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7+ 0.63% |
$1.69K - $1.96K
|
1.12K
$0
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
5+ 0.17% |
$1.21K - $1.4K
|
2.97K
$0
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4+ 0.13% |
$964 - $1.12K
|
3.12K
$0
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3+ 0.19% |
$723 - $839
|
1.57K
$0
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2+ 0.09% |
$482 - $559
|
2.17K
$0
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.19% |
$482 - $559
|
1.08K
$0
|
|
Apr 20, 2023
Q1 2023
|
Oak Harvest Investment Services
|
BUY
|
- |
2+ 0.22% |
$482 - $559
|
901
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.43% |
$241 - $280
|
233
$0
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$241 - $280
|
1.6K
$0
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1+ 1.3% |
$241 - $280
|
78
$0
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.2% |
$241 - $280
|
492
$0
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.11% |
$241 - $280
|
919
$0
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.21% |
$241 - $280
|
488
$0
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$241 - $280
|
2.52K
$0
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 0.46% |
$723 - $839
|
646
$0
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-7- 0.07% |
$1.69K - $1.96K
|
9.47K
$0
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9- 0.94% |
$2.17K - $2.52K
|
950
$0
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11- 0.36% |
$2.65K - $3.08K
|
3.08K
$0
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-13- 1.17% |
$3.13K - $3.64K
|
1.1K
$0
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14- 0.26% |
$3.38K - $3.92K
|
5.4K
$0
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-17- 11.18% |
$4.1K - $4.75K
|
135
$0
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-18- 21.18% |
$4.34K - $5.03K
|
67
$0
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-18- 0.37% |
$4.34K - $5.03K
|
4.79K
$0
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-20- 1.54% |
$4.82K - $5.59K
|
1.28K
$0
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-20- 0.04% |
$4.82K - $5.59K
|
44.5K
$0
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-20- 1.06% |
$4.82K - $5.59K
|
1.87K
$0
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.65% |
$5.06K - $5.87K
|
3.23K
$0
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 8.14% |
$6.03K - $6.99K
|
282
$0
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-25- 8.14% |
$6.03K - $6.99K
|
282
$0
|