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
IFP Advisors 282k $9.5M 20% Dec 2025
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Raymond James Financial 174k $5.9M 8% Dec 2025
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LPL Financial 110k $3.7M -55% Dec 2025
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Sound Income Strategies 53k $1.9M -5% Dec 2025
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Equitable Holdings 48k $1.6M 16% Dec 2025
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Gerber Kawasaki Wealth & Investment Management 43k $1.5M -3% Dec 2025
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Cetera Investment Advisers 39k $1.3M 3% Dec 2025
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Capital Management Associates 36k $1.2M -10% Dec 2025
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Goldman Sachs Group 36k $1.2M -1% Dec 2025
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Farther Finance Advisors 27k $910k 1% Dec 2025
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Sheets Smith Wealth Management 27k $905k 15% Dec 2025
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Interactive Financial Advisors 27k $904k 0% Dec 2025
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Sykon Capital 27k $898k 100% Dec 2025
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Burns Matteson Capital Management 26k $882k -2% Dec 2025
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Envestnet Asset Management 18k $610k -6% Dec 2025
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Arkadios Wealth Advisors 17k $554k -1% Dec 2025
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Oxinas Partners Wealth Management 16k $542k -19% Dec 2025
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James Investment Research 16k $541k -2% Dec 2025
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UBS Group 13k $446k -19% Dec 2025
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Mml Investors Services 11k $375k 3% Dec 2025
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Lido Advisors 11k $384k 0% Dec 2025
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Royal Bank of Canada 11k $557k 0% Sep 2025
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Triad Wealth Partners 11k $356k 100% Dec 2025
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Summit Financial 10k $346k 100% Dec 2025
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Bnp Paribas Arbitrage, Snc 10k $336k 0% Dec 2025
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Quantinno Capital Management 9.2k $309k -18% Dec 2025
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Collaborative Wealth Managment 9.0k $302k -30% Dec 2025
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Fielder Capital Group 8.6k $289k 100% Dec 2025
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Hartland & Co 8.3k $279k 100% Dec 2025
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Walker Asset Management 8.1k $271k -4% Dec 2025
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Jane Street 7.9k $265k -30% Dec 2025
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Envestnet Portfolio Solutions 7.7k $258k 100% Dec 2025
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Koshinski Asset Management 7.5k $253k 1% Dec 2025
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Advisor Group Holdings 7.2k $243k -8% Dec 2025
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Flow Traders US 7.1k $238k 100% Dec 2025
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Green Harvest Asset Management 6.9k $232k 0% Dec 2025
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Seek First 6.2k $209k 1% Dec 2025
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Meridian Financial Partners 6.1k $212k 0% Dec 2025
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Geneos Wealth Management 3.3k $112k -18% Dec 2025
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Wells Fargo & Company 2.6k $87k -7% Dec 2025
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Noble Wealth Management PBC 1.3k $42k -14% Dec 2025
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Steward Partners Investment Advisory 884.00 $30k 12529% Dec 2025
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MAI Wealth Advisors 681.00 $23k 0% Dec 2025
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Horizon Investments 420.00 $14k 100% Dec 2025
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Bogart Wealth 324.00 $11k 1% Dec 2025
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Financial Freedom 284.00 $9.5k 0% Dec 2025
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Quaker Wealth Management 191.00 $6.4k -66% Dec 2025
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CWM 166.00 $6.0k -21% Dec 2025
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Costello Asset Management 150.00 $5.0k 0% Dec 2025
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Harbour Investments 147.00 $4.9k 0% Dec 2025
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AlphaCore Capital 49.00 $1.6k 0% Dec 2025
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Key FInancial 31.00 $1.0k 0% Dec 2025
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Global Retirement Partners 25.00 $834.000000 0% Dec 2025
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Scarborough Advisors 5.00 $168.000000 0% Dec 2025
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Aptus Capital Advisors 1.00 $34.000000 -100% Dec 2025
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AE Wealth Management 0 $0 -100% Dec 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
Private Advisor Sep 2025 24k $854k
Citadel Advisors Jun 2025 12k $402k
Fortem Financial Group Sep 2025 9.0k $320k
Evergreen Capital Management Sep 2025 8.1k $287k
Kickstand Ventures Sep 2025 6.7k $237k
Berger Financial Group Sep 2025 5.8k $205k
Wealth Advisory Team Jun 2025 5.7k $201k
Principal Securities Sep 2025 5.6k $198k
Private Trust Co Na Sep 2025 4.3k $151k
Larson Financial Group Sep 2025 143.00 $5.1k
Financial Gravity Wealth Sep 2025 32.00 $1.1k
Jones Financial Companies, L.L Sep 2025 29.00 $1.0k
FMR Jun 2025 2.00 $70.000000