Purchases and Sales Made in Q1 2024 in Invesco S&P 500 Equal Weight U (RYU)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight U (RYU) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.6K+ 10.4% |
$0 - $1.59M
|
303K
$0
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.7KNew |
$0 - $1.32M
|
23.7K
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15KNew |
$0 - $839K
|
15K
$0
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
11.4KNew |
$0 - $636K
|
11.4K
$0
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
11K+ 109.95% |
$0 - $614K
|
21K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.2KNew |
$0 - $569K
|
10.2K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
10.1K+ 29.43% |
$0 - $566K
|
44.6K
$0
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.39K+ 6.3% |
$0 - $524K
|
158K
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
8.92KNew |
$0 - $498K
|
8.92K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.87K+ 139.82% |
$0 - $495K
|
15.2K
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
6.35K+ 28.55% |
$0 - $355K
|
28.6K
$0
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.9KNew |
$0 - $329K
|
5.9K
$0
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.55KNew |
$0 - $254K
|
4.55K
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.46K+ 91.39% |
$0 - $249K
|
9.33K
$0
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.1K+ 78.44% |
$0 - $229K
|
9.33K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.05K+ 44.29% |
$0 - $226K
|
13.2K
$0
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.63KNew |
$0 - $203K
|
3.63K
$0
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
3.61KNew |
$0 - $202K
|
3.61K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.56KNew |
$0 - $199K
|
3.56K
$0
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.71K+ 10.42% |
$0 - $152K
|
28.8K
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 24.72% |
$0 - $112K
|
10.1K
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.83K+ 2.07% |
$0 - $102K
|
90.1K
$0
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.63K+ 0.65% |
$0 - $91.1K
|
252K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
1.5K+ 3.83% |
$0 - $83.5K
|
40.5K
$0
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
922New |
$0 - $51.5K
|
922
$0
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
879+ 16.93% |
$0 - $49.1K
|
6.07K
$0
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
535+ 7.91% |
$0 - $29.9K
|
7.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
404+ 29.4% |
$0 - $22.6K
|
1.78K
$0
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
318+ 4.03% |
$0 - $17.8K
|
8.22K
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 71.94% |
$0 - $11.2K
|
478
$0
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
200+ 30.21% |
$0 - $11.2K
|
862
$0
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
157New |
$0 - $8.77K
|
157
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148+ 29.02% |
$0 - $8.26K
|
658
$0
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
89+ 0.49% |
$0 - $4.97K
|
18.2K
$0
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
80+ 80.0% |
$0 - $4.47K
|
180
$0
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
80New |
$0 - $4.47K
|
80
$0
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 15.0% |
$0 - $3.35K
|
460
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
47+ 0.65% |
$0 - $2.62K
|
7.29K
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
9+ 0.56% |
$0 - $502
|
1.61K
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.48% |
$0 - $167
|
632
$0
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.01% |
$0 - $167
|
21.3K
$0
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-14- 0.21% |
$0 - $782
|
6.72K
$0
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 76.92% |
$0 - $1.12K
|
6
$0
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-42- 0.59% |
$0 - $2.34K
|
7.07K
$0
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50- 1.18% |
$0 - $2.79K
|
4.2K
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-52- 0.39% |
$0 - $2.9K
|
13.4K
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-53- 39.55% |
$0 - $2.96K
|
81
$0
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-80- 2.17% |
$0 - $4.47K
|
3.61K
$0
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-86- 41.75% |
$0 - $4.8K
|
120
$0
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-164- 6.16% |
$0 - $9.16K
|
2.5K
$0
|