Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$3.89M - $4.27M
|
35.7K
$0
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.6K+ 46.63% |
$3.01M - $3.31M
|
86.9K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.9K+ 28.93% |
$2.82M - $3.09M
|
115K
$0
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.4K+ 67.91% |
$2.55M - $2.8M
|
57.8K
$0
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.7K+ 11.61% |
$2.47M - $2.71M
|
218K
$0
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
21.9KNew |
$2.39M - $2.62M
|
21.9K
$0
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
14.4K+ 166.46% |
$1.57M - $1.72M
|
23K
$0
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
13.8K+ 68.22% |
$1.5M - $1.65M
|
34K
$0
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
12.8K+ 56.2% |
$1.4M - $1.54M
|
35.7K
$0
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
10.9KNew |
$1.18M - $1.3M
|
10.9K
$0
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.7K+ 21.18% |
$1.17M - $1.28M
|
61.4K
$0
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
6.31K+ 68.49% |
$688K - $755K
|
15.5K
$0
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.57K+ 11.65% |
$389K - $427K
|
34.2K
$0
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3K+ 4.24% |
$327K - $359K
|
73.7K
$0
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.64K+ 7.71% |
$288K - $316K
|
36.9K
$0
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.52K+ 1.3% |
$274K - $301K
|
196K
$0
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.14KNew |
$233K - $256K
|
2.14K
$0
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.98KNew |
$215K - $237K
|
1.98K
$0
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.96K+ 49.44% |
$213K - $234K
|
5.92K
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.78KNew |
$194K - $213K
|
1.78K
$0
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.78KNew |
$194K - $213K
|
1.78K
$0
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.72KNew |
$188K - $206K
|
1.72K
$0
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.32K+ 7.88% |
$143K - $157K
|
18K
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.01K+ 6.37% |
$110K - $121K
|
16.9K
$0
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
912New |
$99.4K - $109K
|
912
$0
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
835+ 17.4% |
$91K - $99.9K
|
5.63K
$0
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
781+ 17.04% |
$85.1K - $93.5K
|
5.36K
$0
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
536+ 32.7% |
$58.4K - $64.2K
|
2.18K
$0
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
412+ 11.08% |
$44.9K - $49.3K
|
4.13K
$0
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
409+ 0.56% |
$44.6K - $49K
|
73.7K
$0
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
380New |
$41.4K - $45.5K
|
380
$0
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
353+ 3.79% |
$38.5K - $42.3K
|
9.68K
$0
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
295+ 45.88% |
$32.1K - $35.3K
|
938
$0
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
259New |
$28.2K - $31K
|
259
$0
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
244+ 74.16% |
$26.6K - $29.2K
|
573
$0
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
233+ 2.03% |
$25.4K - $27.9K
|
11.7K
$0
|
|
Feb 01, 2023
Q4 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
190+ 5.66% |
$20.7K - $22.7K
|
3.55K
$0
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
177New |
$19.3K - $21.2K
|
177
$0
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
155+ 0.93% |
$16.9K - $18.6K
|
16.8K
$0
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
143+ 6.21% |
$15.6K - $17.1K
|
2.45K
$0
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
132+ 100.0% |
$14.4K - $15.8K
|
264
$0
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
120New |
$13.1K - $14.4K
|
120
$0
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
113New |
$12.3K - $13.5K
|
113
$0
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
82New |
$8.94K - $9.81K
|
82
$0
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
79+ 1.36% |
$8.61K - $9.46K
|
5.88K
$0
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
69+ 0.05% |
$7.52K - $8.26K
|
151K
$0
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 6.23% |
$2.07K - $2.27K
|
324
$0
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
19+ 6.23% |
$2.07K - $2.27K
|
324
$0
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 0.4% |
$2.07K - $2.27K
|
4.77K
$0
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.21% |
$763 - $838
|
324
$0
|