Security Name: INVESCO S&P 500 EQUAL WEIGHT E
Ticker: -
Security Type: STUB_TYPE
Exchange: -
CUSIP: 46137v357

Historical Stats

Period Total Value Value Change Total Holders Holder Change
2024-06-30 $0.09B - 15 -
2024-09-30 $0.08B -11.7% 14 -6.7%
2024-12-31 $0.26B +241.0% 13 -7.1%

Current Major Holders for Period: 2024-12-31

Institution Value Shares % of Portfolio
PRINCIPAL STREET PARTNERS, LLC $16.0M 91K 3.1%
BBR PARTNERS, LLC $22.7M 129K 1.6%
CASTLEKEEP INVESTMENT ADVISORS LLC $189.2M 50K 0.5%
VAUGHAN DAVID INVESTMENTS LLC/IL $17.8M 101K 0.4%
MOLONEY SECURITIES ASSET MANAGEMENT, LLC $3.1M 17K 0.4%
SLATESTONE WEALTH, LLC $2.0M 11K 0.2%
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL $0.5M 3K 0.2%
AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC $4.3M 24K 0.2%
SMITH SHELLNUT WILSON LLC /ADV $0.4M 2K 0.2%
ANCORA ADVISORS LLC $6.7M 38K 0.2%
WESTBOURNE INVESTMENT ADVISORS, INC. $0.3M 1K 0.1%
JMG FINANCIAL GROUP, LTD. $1.0M 5K 0.0%
SVB WEALTH LLC $0.8M 4K 0.0%

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