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 61 institutions that hold shares in the stock, with a total of 1.55 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
185
shares
|
$0
0.0% of portfolio
|
Q4 2024
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 |
Feb 14, 2025 Q4 2024 |
67
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
47
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
45
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 40.63%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
31
shares
|
$0
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|