Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-320- 2.6% |
$0 - $94.7K
|
12K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-329- 8.31% |
$0 - $97.3K
|
3.63K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-350- 6.06% |
$0 - $104K
|
5.43K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-355- 5.3% |
$0 - $105K
|
6.34K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-361- 36.76% |
$0 - $107K
|
621
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-400- 18.18% |
$0 - $118K
|
1.8K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-402- 19.08% |
$0 - $119K
|
1.71K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-478- 30.6% |
$0 - $141K
|
1.08K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-519- 2.6% |
$0 - $154K
|
19.5K
$0
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-525- 2.78% |
$0 - $155K
|
18.3K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-591- 13.47% |
$0 - $175K
|
3.8K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-592- 4.18% |
$0 - $175K
|
13.6K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-620- 0.39% |
$0 - $183K
|
157K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-683- 1.34% |
$0 - $202K
|
50.2K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-695- 2.89% |
$0 - $206K
|
23.4K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-708- 4.2% |
$0 - $209K
|
16.1K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-728- 6.96% |
$0 - $215K
|
9.74K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-752- 8.53% |
$0 - $222K
|
8.06K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-781- 20.44% |
$0 - $231K
|
3.04K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-795- 18.44% |
$0 - $235K
|
3.52K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-799- 6.24% |
$0 - $236K
|
12K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-899- 50.82% |
$0 - $266K
|
870
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.01K- 7.47% |
$0 - $299K
|
12.5K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.15K- 4.32% |
$0 - $340K
|
25.5K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.28K- 1.13% |
$0 - $379K
|
112K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-1.32K- 25.97% |
$0 - $392K
|
3.78K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.72K- 8.91% |
$0 - $510K
|
17.6K
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.4K- 50.61% |
$0 - $709K
|
2.34K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.43K- 48.98% |
$0 - $1.01M
|
3.57K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.46K- 48.39% |
$0 - $1.02M
|
3.69K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.69K- 44.52% |
$0 - $1.68M
|
7.09K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.26K- 12.88% |
$0 - $1.85M
|
42.3K
$0
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-6.48K- 86.65% |
$0 - $1.92M
|
998
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.71K- 38.35% |
$0 - $1.98M
|
10.8K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-8.63K- 19.37% |
$0 - $2.55M
|
35.9K
$0
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-10.5K- 88.46% |
$0 - $3.11M
|
1.37K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.8K- 11.31% |
$0 - $3.18M
|
84.4K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-18.2K- 54.48% |
$0 - $5.4M
|
15.2K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-43K- 86.0% |
$0 - $12.7M
|
7K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-70.3K- 44.32% |
$0 - $20.8M
|
88.4K
$0
|