Who owns Invesco S&p 500 Equal Weight R?

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Analyze quarterly positions in Invesco S&p 500 Equal Weight R with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Invesco S&p 500 Equal Weight R stock

Who bought or sold Invesco S&p 500 Equal Weight R this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
LPL Financial 242k $8.6M 0% Sep 2025
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IFP Advisors 235k $8.3M -24% Sep 2025
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Raymond James Financial 161k $5.7M 27% Sep 2025
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Morgan Stanley 129k $4.5M 100% Jun 2025
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Sound Income Strategies 56k $1.9M 100% Sep 2025
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Gerber Kawasaki Wealth & Investment Management 45k $1.6M 2% Sep 2025
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Equitable Holdings 42k $1.5M 13% Sep 2025
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Capital Management Associates 40k $1.4M 0% Sep 2025
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Cetera Investment Advisers 38k $1.3M 183% Sep 2025
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Goldman Sachs Group 36k $1.3M 43% Sep 2025
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Burns Matteson Capital Management 27k $953k 24% Sep 2025
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Interactive Financial Advisors 27k $951k -2% Sep 2025
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Farther Finance Advisors 27k $948k -3% Sep 2025
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Private Advisor 24k $854k -1% Sep 2025
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Sheets Smith Wealth Management 24k $832k 11% Sep 2025
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H D Vest Advisory Services 23k $821k 8% Jun 2025
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Oxinas Partners Wealth Management 20k $705k -7% Sep 2025
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Envestnet Asset Management 19k $683k 9% Sep 2025
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Arkadios Wealth Advisors 17k $588k -2% Sep 2025
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James Investment Research 17k $584k -10% Sep 2025
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UBS Group 16k $583k 67% Sep 2025
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Collaborative Wealth Managment 13k $455k -24% Sep 2025
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Jane Street 11k $398k 29% Sep 2025
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Quantinno Capital Management 11k $396k -3% Sep 2025
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Mml Investors Services 11k $385k 20% Sep 2025
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Lido Advisors 11k $384k -1% Sep 2025
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Royal Bank of Canada 11k $557k 0% Sep 2025
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Bnp Paribas Arbitrage, Snc 10k $355k 100% Sep 2025
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Fortem Financial Group 9.0k $320k -18% Sep 2025
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Walker Asset Management 8.4k $298k 4% Sep 2025
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Evergreen Capital Management 8.1k $287k 100% Sep 2025
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Advisor Group Holdings 7.9k $279k 5% Sep 2025
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Koshinski Asset Management 7.5k $264k 6% Sep 2025
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Green Harvest Asset Management 6.9k $245k 0% Sep 2025
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Kickstand Ventures 6.7k $237k 0% Sep 2025
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Seek First 6.2k $218k 1% Sep 2025
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Meridian Financial Partners 6.1k $212k 0% Sep 2025
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Berger Financial Group 5.8k $205k 0% Sep 2025
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Wealth Advisory Team 5.7k $201k 100% Jun 2025
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Principal Securities 5.6k $198k 4% Sep 2025
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Private Trust Co Na 4.3k $151k 0% Sep 2025
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Geneos Wealth Management 4.1k $145k 0% Sep 2025
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Aptus Capital Advisors 3.9k $139k -32% Sep 2025
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Wells Fargo & Company 2.8k $98k -6% Sep 2025
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MAI Wealth Advisors 680.00 $24k 0% Sep 2025
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Quaker Wealth Management 555.00 $20k -98% Sep 2025
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Bogart Wealth 322.00 $11k 1% Sep 2025
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Financial Freedom 284.00 $10k 0% Sep 2025
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CWM 211.00 $7.0k 246% Sep 2025
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Costello Asset Management 150.00 $5.3k 0% Sep 2025
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Harbour Investments 147.00 $5.2k 0% Sep 2025
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Larson Financial Group 143.00 $5.1k 100% Sep 2025
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AlphaCore Capital 49.00 $1.7k 0% Sep 2025
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Financial Gravity Companies 39.00 $1.4k 100% Jun 2025
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AE Wealth Management 38.00 $1.3k 100% Sep 2025
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Financial Gravity Wealth 32.00 $1.1k -29% Sep 2025
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Key FInancial 31.00 $1.1k 0% Sep 2025
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Jones Financial Companies, L.L 29.00 $1.0k 100% Sep 2025
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Global Retirement Partners 25.00 $873.000000 4% Sep 2025
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Steward Partners Investment Advisory 7.00 $248.000200 0% Sep 2025
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Scarborough Advisors 5.00 $175.000000 100% Jun 2025
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Who sold out of Invesco S&p 500 Equal Weight R?

Fund or Company Name Date Sold Shares Held Valued At
Kestra Advisory Services Jun 2025 45k $1.6M
Cadent Capital Advisors Jun 2025 23k $800k
Cambridge Investment Research Advisors Jun 2025 15k $517k
Citadel Advisors Jun 2025 12k $402k
Duncan Williams Asset Management Jun 2025 6.7k $234k
NorthRock Partners Mar 2025 3.4k $121k
BlackRock Jun 2025 80.00 $2.8k
EPG Wealth Management Jun 2025 67.00 $2.3k
Twin Peaks Wealth Advisors Jun 2025 65.00 $2.2k