Institutional Ownership Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 1.57 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
272,529
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
239,870
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.65%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
92,801
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
87,973
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
87,957
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 251.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,276
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 66.95%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
60,661
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
58,258
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 243.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
40,618
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
38,973
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
34,297
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,112
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 190.86%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,161
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
27,000
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
26,213
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
25,460
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 29.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
23,831
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
23,167
shares
|
$0
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
21,150
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
20,779
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
19,375
shares
|
$0
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
18,466
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
15,930
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 95.46%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
15,462
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 18.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,366
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|