Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-31- 0.25% |
$0 - $3.63K
|
12.4K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-44- 0.74% |
$0 - $5.15K
|
5.93K
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-101- 31.08% |
$0 - $11.8K
|
224
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-132- 0.62% |
$0 - $15.4K
|
21.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-153- 4.26% |
$0 - $17.9K
|
3.44K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-208- 0.66% |
$0 - $24.3K
|
31.1K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-257- 7.33% |
$0 - $30.1K
|
3.25K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-259- 99.23% |
$0 - $30.3K
|
2
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-296- 9.44% |
$0 - $34.6K
|
2.84K
$0
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-300- 75.0% |
$0 - $35.1K
|
100
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-356- 8.31% |
$0 - $41.7K
|
3.93K
$0
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-518- 8.94% |
$0 - $60.6K
|
5.28K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-588- 13.11% |
$0 - $68.8K
|
3.9K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-652- 5.49% |
$0 - $76.3K
|
11.2K
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-871- 23.91% |
$0 - $102K
|
2.77K
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-885- 11.09% |
$0 - $104K
|
7.1K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-905- 14.01% |
$0 - $106K
|
5.56K
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.08K- 14.94% |
$0 - $127K
|
6.17K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.53K- 36.79% |
$0 - $179K
|
2.62K
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-1.95K- 41.13% |
$0 - $228K
|
2.79K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.02K- 34.79% |
$0 - $236K
|
3.78K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3K- 4.07% |
$0 - $351K
|
70.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.31K- 7.14% |
$0 - $387K
|
43K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.66K- 53.77% |
$0 - $780K
|
5.73K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.89K- 11.8% |
$0 - $1.04M
|
66.4K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-10.8K- 49.27% |
$0 - $1.26M
|
11.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36K- 11.66% |
$0 - $4.21M
|
273K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-112K- 54.85% |
$0 - $13.1M
|
92.2K
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-473K- 97.0% |
$0 - $55.3M
|
14.6K
$0
|