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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
14,853
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,552
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
11,627
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 81.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
10,778
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
9,837
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 43.46%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,712
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
9,666
shares
|
$0
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,510
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,610
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
7,471
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,166
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
7,020
shares
|
$0
0.06% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
6,125
shares
|
$0
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,945
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,641
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,458
shares
|
$0
0.01% of portfolio
|
Q4 2020
Reduced 94.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,025
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,266
shares
|
$0
0.0% of portfolio
|
Q2 2024
Added 45.25%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
4,081
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 23.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
1,250
shares
|
$0
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
375
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 792.86%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
316
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
284
shares
|
$0
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
147
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 70.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
67
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|