Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
9+ 0.16% |
$0 - $297
|
5.81K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
9+ 0.13% |
$0 - $297
|
7.21K
$0
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
8+ 0.05% |
$0 - $264
|
17.6K
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$0 - $231
|
6.33K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
7+ 0.12% |
$0 - $231
|
5.68K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 0.12% |
$0 - $198
|
4.95K
$0
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
5+ 0.03% |
$0 - $165
|
19.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.01% |
$0 - $132
|
33.7K
$0
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3+ 0.03% |
$0 - $98.9
|
9.55K
$0
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
2+ 0.03% |
$0 - $66
|
7.02K
$0
|
|
|
May 15, 2024
Q1 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
2+ 0.0% |
$0 - $66
|
71.5K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1+ 0.01% |
$0 - $33
|
8.88K
$0
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1+ 0.2% |
$0 - $33
|
501
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-2- 0.02% |
$0 - $66
|
8.88K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-7- 0.09% |
$0 - $231
|
7.52K
$0
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-8- 0.07% |
$0 - $264
|
10.8K
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-9- 0.09% |
$0 - $297
|
9.59K
$0
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-28- 0.83% |
$0 - $923
|
3.35K
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-37- 1.35% |
$0 - $1.22K
|
2.71K
$0
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-87- 0.6% |
$0 - $2.87K
|
14.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-100- 5.35% |
$0 - $3.3K
|
1.77K
$0
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-134- 0.82% |
$0 - $4.42K
|
16.3K
$0
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-139- 0.49% |
$0 - $4.58K
|
28K
$0
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-163- 2.37% |
$0 - $5.38K
|
6.71K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-171- 1.07% |
$0 - $5.64K
|
15.9K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-208- 0.3% |
$0 - $6.86K
|
69K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-210- 2.1% |
$0 - $6.93K
|
9.81K
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-220- 1.53% |
$0 - $7.26K
|
14.1K
$0
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-274- 0.53% |
$0 - $9.04K
|
51.2K
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-275- 4.12% |
$0 - $9.07K
|
6.41K
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-285- 66.43% |
$0 - $9.4K
|
144
$0
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-300- 1.37% |
$0 - $9.89K
|
21.6K
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-300- 0.63% |
$0 - $9.89K
|
47.2K
$0
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-320- 0.84% |
$0 - $10.6K
|
37.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-327- 0.17% |
$0 - $10.8K
|
197K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-330- 12.89% |
$0 - $10.9K
|
2.23K
$0
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-404- 2.11% |
$0 - $13.3K
|
18.7K
$0
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-411- 0.36% |
$0 - $13.6K
|
115K
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-417- 6.41% |
$0 - $13.8K
|
6.08K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-439- 2.68% |
$0 - $14.5K
|
15.9K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-487- 1.75% |
$0 - $16.1K
|
27.4K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-532- 0.8% |
$0 - $17.5K
|
65.7K
$0
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-572- 7.64% |
$0 - $18.9K
|
6.91K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-589- 5.99% |
$0 - $19.4K
|
9.25K
$0
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-606- 2.71% |
$0 - $20K
|
21.8K
$0
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-691- 5.68% |
$0 - $22.8K
|
11.5K
$0
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-699- 4.37% |
$0 - $23.1K
|
15.3K
$0
|