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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
5K+ 23.5% |
$686K - $774K
|
26.3K
$4.92M
|
|
|
May 15, 2023
Q1 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
4.98K+ 3.11% |
$684K - $772K
|
165K
$30.9M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.96K+ 47.42% |
$681K - $768K
|
15.4K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.88K+ 38.25% |
$670K - $756K
|
17.6K
$3.3M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
4.85K+ 28.56% |
$665K - $751K
|
21.8K
$4.08M
|
|
|
Apr 13, 2023
Q1 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
4.76K+ 61.66% |
$654K - $738K
|
12.5K
$2.34M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.69K+ 3.19% |
$643K - $726K
|
152K
$28.4M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
4.66K+ 9.72% |
$640K - $722K
|
52.6K
$9.85M
|
|
|
Apr 21, 2023
Q1 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
4.66K+ 15.39% |
$640K - $722K
|
34.9K
$6.54M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.61K+ 1.3% |
$633K - $714K
|
359K
$67.2M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.59K+ 10.82% |
$631K - $712K
|
47K
$8.81M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
BUY
|
- |
4.54KNew |
$624K - $704K
|
4.54K
$850K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
4.51K+ 6.39% |
$620K - $699K
|
75.1K
$14.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.5KNew |
$617K - $697K
|
4.5K
$842K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
4.48KNew |
$616K - $695K
|
4.48K
$839K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 28.57% |
$609K - $687K
|
20K
$3.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
4.41K+ 14.76% |
$606K - $684K
|
34.3K
$6.42M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4.41K+ 8.89% |
$605K - $683K
|
54K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.37K+ 33.65% |
$600K - $676K
|
17.3K
$3.25M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.31KNew |
$591K - $667K
|
4.31K
$806K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
4.24K+ 4.45% |
$582K - $656K
|
99.4K
$18.6M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.22K+ 6.78% |
$580K - $654K
|
66.4K
$12.4M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.2KNew |
$577K - $651K
|
4.2K
$786K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
4.18KNew |
$574K - $647K
|
4.18K
$782K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
4.09KNew |
$562K - $634K
|
4.09K
$766K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4K+ 112.3% |
$549K - $620K
|
7.56K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.91K+ 7.71% |
$537K - $606K
|
54.6K
$10.2M
|
|
|
May 02, 2023
Q1 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
3.9K+ 2.3% |
$535K - $604K
|
174K
$32.5M
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
3.84K+ 1.95% |
$527K - $595K
|
200K
$37.5M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.82K+ 4.95% |
$524K - $592K
|
80.9K
$15.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
BUY
|
- |
3.78K+ 49.56% |
$519K - $586K
|
11.4K
$2.14M
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
BUY
|
- |
3.73K+ 74.0% |
$513K - $579K
|
8.78K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.72K+ 11.29% |
$510K - $576K
|
36.6K
$6.86M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
3.66K+ 1.22% |
$502K - $567K
|
303K
$56.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.65K+ 73.43% |
$501K - $566K
|
8.62K
$1.61M
|
|
|
May 04, 2023
Q1 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
3.49K+ 50.97% |
$480K - $541K
|
10.3K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
3.47K+ 15.58% |
$477K - $538K
|
25.8K
$4.82M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.47K+ 3.82% |
$476K - $538K
|
94.3K
$17.7M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.46K+ 0.68% |
$475K - $536K
|
514K
$96.2M
|
|
|
May 08, 2023
Q1 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.44K+ 100.0% |
$472K - $532K
|
6.87K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
3.43K+ 9.09% |
$471K - $531K
|
41.1K
$7.7M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.39K+ 6.79% |
$465K - $525K
|
53.3K
$9.97M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.27K+ 55.47% |
$449K - $506K
|
9.16K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.26K+ 8.4% |
$448K - $506K
|
42.1K
$7.88M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.24KNew |
$445K - $502K
|
3.24K
$606K
|
|
|
May 04, 2023
Q1 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.22K+ 9.45% |
$442K - $498K
|
37.2K
$6.97M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
3.21K+ 23.16% |
$441K - $498K
|
17.1K
$3.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.18K+ 204.57% |
$436K - $492K
|
4.73K
$885K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3.14K+ 29.67% |
$431K - $487K
|
13.7K
$2.57M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.05K+ 33.75% |
$419K - $473K
|
12.1K
$2.27M
|