Purchases and Sales Made in Q4 2025 in Invesco S&P 500 Equal Weight U (RYU)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight U (RYU) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT U.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.2K+ 139.42% |
N/A
|
7.22K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
BUY
|
- |
2.89KNew |
N/A
|
2.89K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.11K+ 3.47% |
N/A
|
33.2K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
894+ 1.92% |
N/A
|
47.5K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
727+ 3.59% |
N/A
|
21K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
393+ 2.15% |
N/A
|
18.7K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
136+ 0.42% |
N/A
|
32.6K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
107New |
N/A
|
107
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
42+ 0.57% |
N/A
|
7.37K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 3.59% |
N/A
|
1.07K
$0
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 0.66% |
N/A
|
1.68K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2+ 0.05% |
N/A
|
3.84K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-55- 1.21% |
N/A
|
4.48K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Fearless Solutions, LLC Dba Best Invest
San Antonio, TX |
SELL
|
- |
-80- 2.33% |
N/A
|
3.35K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-267- 8.53% |
N/A
|
2.86K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-326- 5.0% |
N/A
|
6.19K
$0
|
|