Purchases and Sales Made in Q1 2023 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.18% |
$489 - $522
|
1.65K
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.04% |
$489 - $522
|
8.53K
$0
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
3+ 0.03% |
$489 - $522
|
9.7K
$0
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.54% |
$163 - $174
|
185
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.86% |
$163 - $174
|
117
$0
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$163 - $174
|
151
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 0.23% |
$163 - $174
|
435
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 0.58% |
$163 - $174
|
170
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2- 0.01% |
$326 - $348
|
14.9K
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3- 6.25% |
$489 - $522
|
45
$0
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-18- 3.73% |
$2.93K - $3.13K
|
465
$0
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-24- 1.36% |
$3.91K - $4.17K
|
1.74K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-28- 0.84% |
$4.56K - $4.87K
|
3.3K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-39- 2.27% |
$6.36K - $6.78K
|
1.68K
$0
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-42- 0.38% |
$6.85K - $7.3K
|
11.1K
$0
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-67- 0.82% |
$10.9K - $11.6K
|
8.13K
$0
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
SELL
|
- |
-77- 0.51% |
$12.6K - $13.4K
|
15.1K
$0
|
|
|
May 01, 2023
Q1 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-83- 0.92% |
$13.5K - $14.4K
|
8.97K
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-83- 2.1% |
$13.5K - $14.4K
|
3.87K
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-85- 32.57% |
$13.9K - $14.8K
|
176
$0
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-89- 0.56% |
$14.5K - $15.5K
|
15.9K
$0
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-113- 2.27% |
$18.4K - $19.6K
|
4.87K
$0
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-116- 80.0% |
$18.9K - $20.2K
|
29
$0
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-143- 4.4% |
$23.3K - $24.9K
|
3.11K
$0
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-145- 1.33% |
$23.6K - $25.2K
|
10.7K
$0
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-147- 0.86% |
$24K - $25.6K
|
16.9K
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-256- 4.91% |
$41.7K - $44.5K
|
4.96K
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-272- 17.84% |
$44.3K - $47.3K
|
1.25K
$0
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-330- 11.92% |
$53.8K - $57.4K
|
2.44K
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-385- 24.52% |
$62.8K - $66.9K
|
1.19K
$0
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-491- 11.46% |
$80K - $85.4K
|
3.79K
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-718- 1.72% |
$117K - $125K
|
41K
$0
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-788- 10.29% |
$128K - $137K
|
6.87K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-1.05K- 23.65% |
$172K - $183K
|
3.4K
$0
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-1.1K- 3.23% |
$180K - $192K
|
33K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-1.49K- 13.99% |
$243K - $260K
|
9.18K
$0
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.69K- 40.47% |
$275K - $293K
|
2.48K
$0
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.96K- 77.6% |
$320K - $341K
|
567
$0
|
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.1K- 53.85% |
$342K - $365K
|
1.8K
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.3K- 8.97% |
$375K - $400K
|
23.3K
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.46K- 14.02% |
$400K - $427K
|
15.1K
$0
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.25K- 31.99% |
$529K - $564K
|
6.9K
$0
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.36K- 40.74% |
$548K - $585K
|
4.89K
$0
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.53K- 70.99% |
$575K - $613K
|
1.44K
$0
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.59K- 11.79% |
$584K - $623K
|
26.8K
$0
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.67K- 48.0% |
$598K - $638K
|
3.98K
$0
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.96K- 22.63% |
$645K - $688K
|
13.5K
$0
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.43K- 3.15% |
$723K - $771K
|
136K
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.75K- 30.84% |
$937K - $999K
|
12.9K
$0
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.44K- 23.11% |
$1.05M - $1.12M
|
21.4K
$0
|