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 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.25K+ 900.0% |
$0 - $679K
|
2.5K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.11K+ 900.0% |
$0 - $636K
|
2.34K
$0
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.1K+ 902.15% |
$0 - $635K
|
2.34K
$0
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.07K+ 900.0% |
$0 - $625K
|
2.3K
$0
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
2.03K+ 900.0% |
$0 - $611K
|
2.25K
$0
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
1.8K+ 900.0% |
$0 - $544K
|
2K
$0
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.79K+ 901.01% |
$0 - $541K
|
1.99K
$0
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.79K+ 11.78% |
$0 - $540K
|
17K
$0
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 1872.63% |
$0 - $537K
|
1.87K
$0
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.68K+ 900.0% |
$0 - $508K
|
1.87K
$0
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.68K+ 900.0% |
$0 - $508K
|
1.87K
$0
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
1.51K+ 900.6% |
$0 - $457K
|
1.68K
$0
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.4K+ 900.0% |
$0 - $421K
|
1.55K
$0
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.17K+ 900.0% |
$0 - $353K
|
1.3K
$0
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
936+ 900.0% |
$0 - $283K
|
1.04K
$0
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
929New |
$0 - $281K
|
929
$0
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
927+ 900.0% |
$0 - $280K
|
1.03K
$0
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
909+ 900.0% |
$0 - $274K
|
1.01K
$0
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
879+ 2.91% |
$0 - $265K
|
31K
$0
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
810+ 900.0% |
$0 - $245K
|
900
$0
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
711+ 900.0% |
$0 - $215K
|
790
$0
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
699+ 896.15% |
$0 - $211K
|
777
$0
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
679+ 905.33% |
$0 - $205K
|
754
$0
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
675+ 900.0% |
$0 - $204K
|
750
$0
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
540+ 900.0% |
$0 - $163K
|
600
$0
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
540+ 900.0% |
$0 - $163K
|
600
$0
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
504+ 900.0% |
$0 - $152K
|
560
$0
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469+ 901.92% |
$0 - $142K
|
521
$0
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
468+ 900.0% |
$0 - $141K
|
520
$0
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
450+ 900.0% |
$0 - $136K
|
500
$0
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
447+ 1146.15% |
$0 - $135K
|
486
$0
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
378+ 900.0% |
$0 - $114K
|
420
$0
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
241+ 831.03% |
$0 - $72.8K
|
270
$0
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
229New |
$0 - $69.2K
|
229
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
225+ 900.0% |
$0 - $67.9K
|
250
$0
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
225+ 1022.73% |
$0 - $67.9K
|
247
$0
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
225+ 900.0% |
$0 - $67.9K
|
250
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
216+ 900.0% |
$0 - $65.2K
|
240
$0
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
186+ 1240.0% |
$0 - $56.2K
|
201
$0
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
175+ 921.05% |
$0 - $52.8K
|
194
$0
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
162+ 900.0% |
$0 - $48.9K
|
180
$0
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
153+ 900.0% |
$0 - $46.2K
|
170
$0
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
140+ 933.33% |
$0 - $42.3K
|
155
$0
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
135+ 900.0% |
$0 - $40.8K
|
150
$0
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
130New |
$0 - $39.3K
|
130
$0
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
126+ 900.0% |
$0 - $38K
|
140
$0
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100New |
$0 - $30.2K
|
100
$0
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
99+ 900.0% |
$0 - $29.9K
|
110
$0
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
90+ 900.0% |
$0 - $27.2K
|
100
$0
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70New |
$0 - $21.1K
|
70
$0
|