Latest Institutional Purchases of Invesco S&P 500 Equal Weight I (RGI)
This list provides information on the latest institutional transactions involving Invesco S&P 500 Equal Weight I (RGI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
61.7KNew |
N/A
|
61.7K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.61K+ 0.73% |
N/A
|
633K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
2.7K+ 1.6% |
N/A
|
172K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.48K+ 4.99% |
N/A
|
52.2K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.1K+ 10.17% |
N/A
|
22.8K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.94K+ 9.54% |
N/A
|
22.2K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.86K+ 1.09% |
N/A
|
172K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.69KNew |
N/A
|
1.69K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.17K+ 30.53% |
N/A
|
4.98K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.06K+ 0.82% |
N/A
|
130K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
628+ 24.25% |
N/A
|
3.22K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
463+ 0.74% |
N/A
|
63.1K
$0
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
148+ 0.33% |
N/A
|
45.6K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
141New |
N/A
|
141
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
32+ 0.23% |
N/A
|
13.7K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.17% |
N/A
|
4.7K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.16% |
N/A
|
4.86K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 0.17% |
N/A
|
2.97K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.15% |
N/A
|
2.65K
$0
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
472K+ 188.0% |
N/A
|
722K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
152KNew |
N/A
|
152K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
90.5K+ 11.06% |
N/A
|
909K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Treasure Coast Financial Planning
|
BUY
|
- |
28K+ 620.76% |
N/A
|
32.6K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.4K+ 42.85% |
N/A
|
74.7K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 4.24% |
N/A
|
405K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
7.93K+ 24.38% |
N/A
|
40.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.57K+ 3.33% |
N/A
|
235K
$0
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.57KNew |
N/A
|
7.57K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.18KNew |
N/A
|
4.18K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.84K+ 1.04% |
N/A
|
275K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.8K+ 2.2% |
N/A
|
130K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.75K+ 17.06% |
N/A
|
18.8K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 5.82% |
N/A
|
48.5K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.97K+ 10.24% |
N/A
|
21.2K
$0
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.8K+ 902.0% |
N/A
|
2K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.72KNew |
N/A
|
1.72K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.49K+ 31.24% |
N/A
|
6.26K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.45K+ 0.57% |
N/A
|
258K
$0
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09K+ 15.41% |
N/A
|
8.19K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
807+ 1.74% |
N/A
|
47.1K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
751+ 2.97% |
N/A
|
26.1K
$0
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
437+ 291.33% |
N/A
|
587
$0
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
416+ 1.21% |
N/A
|
34.8K
$0
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
385+ 5.57% |
N/A
|
7.3K
$0
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
339+ 3.69% |
N/A
|
9.52K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
170+ 100.0% |
N/A
|
340
$0
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
164New |
N/A
|
164
$0
|
|