Purchases and Sales Made in Q1 2023 in Invesco S&P 500 Equal Weight E (RSP)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight E (RSP) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-638- 24.88% |
$87.6K - $98.9K
|
1.93K
$361K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-640- 0.82% |
$87.9K - $99.2K
|
77.7K
$14.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-641- 1.31% |
$88K - $99.3K
|
48.3K
$9.05M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-654- 11.01% |
$89.8K - $101K
|
5.29K
$990K
|
|
|
Apr 24, 2023
Q1 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-658- 15.53% |
$90.4K - $102K
|
3.58K
$670K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-663- 79.21% |
$91.1K - $103K
|
174
$32.6K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-664- 0.62% |
$91.2K - $103K
|
106K
$19.8M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-666- 16.44% |
$91.5K - $103K
|
3.39K
$634K
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-678Closed |
$93.1K - $105K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-686- 13.45% |
$94.2K - $106K
|
4.42K
$827K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-686- 7.79% |
$94.2K - $106K
|
8.12K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-691- 1.56% |
$94.9K - $107K
|
43.7K
$8.18M
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-700- 8.89% |
$96.1K - $108K
|
7.18K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-724- 1.58% |
$99.4K - $112K
|
45K
$8.43M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-734- 3.3% |
$101K - $114K
|
21.5K
$4.03M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-751- 1.21% |
$103K - $116K
|
61.1K
$11.4M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-752- 4.3% |
$103K - $117K
|
16.7K
$3.13M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-760- 3.34% |
$104K - $118K
|
22K
$4.11M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-761- 1.11% |
$105K - $118K
|
67.9K
$12.7M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-762- 1.59% |
$105K - $118K
|
47.1K
$8.82M
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-772- 1.63% |
$106K - $120K
|
46.5K
$8.71M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-774- 73.85% |
$106K - $120K
|
274
$51.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-777- 43.55% |
$107K - $120K
|
1.01K
$189K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-788- 10.79% |
$108K - $122K
|
6.52K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-793- 1.55% |
$109K - $123K
|
50.3K
$9.41M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-812- 1.19% |
$112K - $126K
|
67.7K
$12.7M
|
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-820- 0.79% |
$113K - $127K
|
103K
$19.4M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-822- 16.6% |
$113K - $127K
|
4.13K
$773K
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-850- 14.24% |
$117K - $132K
|
5.12K
$959K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-860- 4.06% |
$118K - $133K
|
20.3K
$3.8M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-866- 0.44% |
$119K - $134K
|
196K
$36.6M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-867- 4.58% |
$119K - $134K
|
18.1K
$3.38M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-872- 7.41% |
$120K - $135K
|
10.9K
$2.04M
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-875- 4.46% |
$120K - $136K
|
18.8K
$3.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-877- 1.22% |
$120K - $136K
|
70.8K
$13.3M
|
|
|
Jun 06, 2023
Q1 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-886- 9.19% |
$122K - $137K
|
8.76K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-894- 8.39% |
$123K - $139K
|
9.76K
$1.83M
|
|
|
May 10, 2023
Q1 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-910- 18.61% |
$125K - $141K
|
3.98K
$745K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-917- 64.67% |
$126K - $142K
|
501
$93.8K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-923- 65.6% |
$127K - $143K
|
484
$90.6K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-928- 33.11% |
$127K - $144K
|
1.88K
$351K
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-930- 0.91% |
$128K - $144K
|
101K
$18.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-942- 2.48% |
$129K - $146K
|
37.1K
$6.94M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-946- 5.03% |
$130K - $147K
|
17.9K
$3.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-951- 0.37% |
$131K - $147K
|
254K
$47.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-963- 4.53% |
$132K - $149K
|
20.3K
$3.8M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-979- 0.97% |
$134K - $152K
|
100K
$18.8M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1K- 10.39% |
$138K - $155K
|
8.65K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.01K- 60.61% |
$139K - $157K
|
659
$123K
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-1.03K- 6.52% |
$141K - $159K
|
14.8K
$2.76M
|