Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.8K+ 1108.31% |
$0 - $13.5M
|
48.9K
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
BUY
|
- |
44.1K+ 905.7% |
$0 - $13.3M
|
49K
$0
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
44K+ 434.93% |
$0 - $13.3M
|
54.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
43.7K+ 900.64% |
$0 - $13.2M
|
48.6K
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.4K+ 1143.6% |
$0 - $13.1M
|
47.2K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
43.4K+ 821.03% |
$0 - $13.1M
|
48.7K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
43.2K+ 317.03% |
$0 - $13M
|
56.8K
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
42.7K+ 878.39% |
$0 - $12.9M
|
47.5K
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
40.1K+ 837.41% |
$0 - $12.1M
|
44.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
39.7K+ 772.5% |
$0 - $12M
|
44.9K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39.5K+ 708.31% |
$0 - $11.9M
|
45K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
38.6K+ 1052.73% |
$0 - $11.6M
|
42.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
37.1K+ 900.0% |
$0 - $11.2M
|
41.2K
$0
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
36.9KNew |
$0 - $11.1M
|
36.9K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
35.9K+ 908.87% |
$0 - $10.8M
|
39.8K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
35K+ 899.28% |
$0 - $10.6M
|
38.9K
$0
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
34K+ 900.0% |
$0 - $10.3M
|
37.8K
$0
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.2K+ 899.73% |
$0 - $10M
|
36.9K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
32.7K+ 900.0% |
$0 - $9.87M
|
36.3K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
32.2K+ 1061.08% |
$0 - $9.71M
|
35.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
31.9K+ 990.08% |
$0 - $9.64M
|
35.2K
$0
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
30.3K+ 860.72% |
$0 - $9.14M
|
33.8K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
30KNew |
$0 - $9.06M
|
30K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
29.4K+ 900.0% |
$0 - $8.88M
|
32.7K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
28.4K+ 906.38% |
$0 - $8.59M
|
31.6K
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
28.1K+ 901.09% |
$0 - $8.5M
|
31.3K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
27.8K+ 891.99% |
$0 - $8.41M
|
31K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.6K+ 1547.11% |
$0 - $8.33M
|
29.4K
$0
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
26K+ 852.72% |
$0 - $7.85M
|
29.1K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
25.9K+ 938.11% |
$0 - $7.84M
|
28.7K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
25.7K+ 839.1% |
$0 - $7.76M
|
28.7K
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.7K+ 934.68% |
$0 - $7.46M
|
27.4K
$0
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
24.5K+ 845.96% |
$0 - $7.4M
|
27.4K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
24.1KNew |
$0 - $7.27M
|
24.1K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
23.4K+ 819.61% |
$0 - $7.08M
|
26.3K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22.8K+ 900.67% |
$0 - $6.87M
|
25.3K
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
22.5K+ 741.12% |
$0 - $6.8M
|
25.6K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
22.5K+ 900.0% |
$0 - $6.79M
|
25K
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.4K+ 628.65% |
$0 - $6.78M
|
26K
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
21K+ 969.25% |
$0 - $6.34M
|
23.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
20.5K+ 2652.92% |
$0 - $6.18M
|
21.2K
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
20.4K+ 1122.14% |
$0 - $6.15M
|
22.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
20.2K+ 936.2% |
$0 - $6.11M
|
22.4K
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
20K+ 851.15% |
$0 - $6.05M
|
22.4K
$0
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
19.8K+ 895.48% |
$0 - $5.98M
|
22K
$0
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
19.8K+ 900.0% |
$0 - $5.98M
|
22K
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.6KNew |
$0 - $5.9M
|
19.6K
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
19.1K+ 770.03% |
$0 - $5.76M
|
21.6K
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
18.5K+ 1089.62% |
$0 - $5.58M
|
20.2K
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 929.18% |
$0 - $5.56M
|
20.4K
$0
|