Purchases and Sales Made in Q4 2025 in 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) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.46K+ 14.73% |
N/A
|
26.9K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
304+ 1.14% |
N/A
|
27K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-200- 13.79% |
N/A
|
1.25K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-342- 4.07% |
N/A
|
8.05K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-652- 2.43% |
N/A
|
26.2K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.65K- 4.75% |
N/A
|
53K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-3.88K- 9.69% |
N/A
|
36.1K
$0
|
|