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 68 institutions that hold shares in the stock, with a total of 1.6 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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
680
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 267.57%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
555
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 98.08%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
322
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
284
shares
|
$0
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
211
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 245.9%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
150
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
147
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 70.42%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
143
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
49
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
39
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 13.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
38
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
32
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 28.89%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
31
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
29
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
7
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
5
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|