Purchases and Sales Made in Q3 2025 in Invesco S&P 500 Equal Weight I (RGI)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight I (RGI) during Q3 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT I.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27.6K+ 43.58% |
N/A
|
90.9K
$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 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.4K+ 7.17% |
N/A
|
170K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.93K+ 263.79% |
N/A
|
13.7K
$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 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.95KNew |
N/A
|
6.95K
$0
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
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
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.82KNew |
N/A
|
3.82K
$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
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.52K+ 3353.33% |
N/A
|
2.59K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.21K+ 6.88% |
N/A
|
34.3K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.2K+ 11.93% |
N/A
|
20.7K
$0
|
|
|
Oct 29, 2025
Q3 2025
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
2K+ 8.3% |
N/A
|
26.1K
$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
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.78K+ 14.81% |
N/A
|
13.8K
$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
|
|
|
Oct 23, 2025
Q3 2025
|
G&S Capital LLC
|
BUY
|
- |
1.31K+ 2.28% |
N/A
|
59.1K
$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 15, 2025
Q3 2025
|
Friedenthal Financial
|
BUY
|
- |
805+ 2.92% |
N/A
|
28.4K
$0
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
786+ 14.98% |
N/A
|
6.03K
$0
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
751+ 2.97% |
N/A
|
26.1K
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
675+ 0.4% |
N/A
|
169K
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
609+ 0.74% |
N/A
|
83.3K
$0
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
587+ 2.98% |
N/A
|
20.3K
$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
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
412+ 0.83% |
N/A
|
49.8K
$0
|
|
|
Nov 06, 2025
Q3 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
409+ 0.07% |
N/A
|
629K
$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
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
338+ 0.26% |
N/A
|
129K
$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
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
120+ 26.09% |
N/A
|
580
$0
|
|