Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-195- 0.71% |
N/A
|
27.5K
$0
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 2.77% |
N/A
|
7.02K
$0
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-230- 2.18% |
N/A
|
10.3K
$0
|
|
Jan 13, 2025
Q4 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-307- 3.31% |
N/A
|
8.97K
$0
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-338- 3.77% |
N/A
|
8.62K
$0
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-361- 5.03% |
N/A
|
6.82K
$0
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-371- 1.57% |
N/A
|
23.3K
$0
|
|
Jan 31, 2025
Q4 2024
|
Summit Place Financial Advisors, LLC
|
SELL
|
- |
-390- 2.17% |
N/A
|
17.6K
$0
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-440- 2.15% |
N/A
|
20K
$0
|
|
Jan 16, 2025
Q4 2024
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-500- 1.67% |
N/A
|
29.5K
$0
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-604- 0.65% |
N/A
|
91.9K
$0
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-624- 2.36% |
N/A
|
25.8K
$0
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-648- 10.21% |
N/A
|
5.7K
$0
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-651- 4.97% |
N/A
|
12.5K
$0
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
SELL
|
- |
-770- 6.24% |
N/A
|
11.6K
$0
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-1.14K- 6.68% |
N/A
|
15.9K
$0
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.18K- 31.86% |
N/A
|
2.52K
$0
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.19K- 8.49% |
N/A
|
12.8K
$0
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.39K- 15.59% |
N/A
|
7.5K
$0
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.55K- 5.39% |
N/A
|
27.1K
$0
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-1.65K- 1.92% |
N/A
|
84.4K
$0
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.7K- 1.35% |
N/A
|
124K
$0
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.95K- 6.41% |
N/A
|
28.5K
$0
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-2.15K- 2.93% |
N/A
|
71.3K
$0
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.69K- 7.96% |
N/A
|
31.1K
$0
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.95K- 4.96% |
N/A
|
56.5K
$0
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
SELL
|
- |
-2.97K- 3.91% |
N/A
|
72.9K
$0
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-3.06K- 2.12% |
N/A
|
141K
$0
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-3.15K- 7.95% |
N/A
|
36.5K
$0
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.64K- 0.96% |
N/A
|
373K
$0
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-4.24K- 37.63% |
N/A
|
7.03K
$0
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.64K- 13.89% |
N/A
|
28.7K
$0
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.06K- 98.04% |
N/A
|
101
$0
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.46K- 38.26% |
N/A
|
8.81K
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.25K- 3.72% |
N/A
|
162K
$0
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-6.78K- 16.59% |
N/A
|
34.1K
$0
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7.03K- 4.0% |
N/A
|
169K
$0
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.14K- 12.13% |
N/A
|
51.7K
$0
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.96K- 6.42% |
N/A
|
116K
$0
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-9.89K- 30.62% |
N/A
|
22.4K
$0
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.4K- 30.53% |
N/A
|
26K
$0
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.2K- 18.52% |
N/A
|
53.5K
$0
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-13.2K- 5.79% |
N/A
|
215K
$0
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-14.2K- 7.81% |
N/A
|
168K
$0
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-14.4K- 3.11% |
N/A
|
447K
$0
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-19.4K- 50.1% |
N/A
|
19.3K
$0
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-25.2K- 9.52% |
N/A
|
239K
$0
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-29.2K- 94.53% |
N/A
|
1.69K
$0
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-52.5K- 16.54% |
N/A
|
265K
$0
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-91.4K- 5.82% |
N/A
|
1.48M
$0
|