Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
185+ 1.16% |
N/A
|
16.2K
$0
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
BUY
|
- |
167New |
N/A
|
167
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
76+ 0.37% |
N/A
|
20.5K
$0
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
59New |
N/A
|
59
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
58+ 62.37% |
N/A
|
151
$0
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
41+ 0.24% |
N/A
|
17.1K
$0
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
31+ 0.8% |
N/A
|
3.89K
$0
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
23+ 1.31% |
N/A
|
1.78K
$0
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
22+ 0.47% |
N/A
|
4.72K
$0
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
21+ 0.18% |
N/A
|
11.9K
$0
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
20+ 2.04% |
N/A
|
1K
$0
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2+ 1.36% |
N/A
|
149
$0
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.02% |
N/A
|
8.53K
$0
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.12% |
N/A
|
1.65K
$0
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2+ 0.11% |
N/A
|
1.86K
$0
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 1.75% |
N/A
|
116
$0
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.32% |
N/A
|
318
$0
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1- 0.69% |
N/A
|
144
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-6- 0.28% |
N/A
|
2.14K
$0
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14- 16.87% |
N/A
|
69
$0
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-17- 0.83% |
N/A
|
2.03K
$0
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-20- 9.52% |
N/A
|
190
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26- 0.39% |
N/A
|
6.71K
$0
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-45- 1.35% |
N/A
|
3.29K
$0
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-65Closed |
N/A
|
0
$0
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-84- 7.23% |
N/A
|
1.08K
$0
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-113- 0.63% |
N/A
|
17.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-114- 5.91% |
N/A
|
1.81K
$0
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
SELL
|
- |
-123- 1.54% |
N/A
|
7.89K
$0
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-130- 53.06% |
N/A
|
115
$0
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-142- 6.79% |
N/A
|
1.95K
$0
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-238- 8.0% |
N/A
|
2.74K
$0
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-291- 3.16% |
N/A
|
8.91K
$0
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-300- 8.6% |
N/A
|
3.19K
$0
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
SELL
|
- |
-304- 12.95% |
N/A
|
2.04K
$0
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
SELL
|
- |
-336- 2.15% |
N/A
|
15.3K
$0
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
SELL
|
- |
-338- 2.86% |
N/A
|
11.5K
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-340- 3.25% |
N/A
|
10.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-384- 4.3% |
N/A
|
8.55K
$0
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-490- 2.48% |
N/A
|
19.2K
$0
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-523- 2.57% |
N/A
|
19.8K
$0
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-576- 16.62% |
N/A
|
2.89K
$0
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-657- 3.89% |
N/A
|
16.2K
$0
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-681- 10.78% |
N/A
|
5.64K
$0
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-681- 10.78% |
N/A
|
5.64K
$0
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-849- 12.09% |
N/A
|
6.17K
$0
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-986- 20.13% |
N/A
|
3.91K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.05K- 2.47% |
N/A
|
41.6K
$0
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.2K- 18.32% |
N/A
|
5.37K
$0
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 32.72% |
N/A
|
2.78K
$0
|