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 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.92K+ 11.58% |
$263K - $297K
|
18.5K
$3.46M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.87K+ 57.9% |
$257K - $290K
|
5.1K
$954K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.85K+ 33.21% |
$254K - $286K
|
7.41K
$1.39M
|
|
|
Apr 20, 2023
Q1 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
1.84KNew |
$253K - $285K
|
1.84K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
BUY
|
- |
1.83K+ 2.23% |
$252K - $284K
|
84.1K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.82K+ 1.04% |
$250K - $282K
|
177K
$33.1M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.81KNew |
$249K - $281K
|
1.81K
$339K
|
|
|
May 08, 2023
Q1 2023
|
Retirement Capital Strategies
|
BUY
|
- |
1.79KNew |
$246K - $278K
|
1.79K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.79K+ 4.19% |
$245K - $277K
|
44.4K
$8.31M
|
|
|
Apr 06, 2023
Q1 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.76KNew |
$242K - $273K
|
1.76K
$330K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.72KNew |
$237K - $267K
|
1.72K
$323K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.68KNew |
$231K - $261K
|
1.68K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.68K+ 7.76% |
$231K - $260K
|
23.3K
$4.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.68K+ 107.76% |
$231K - $260K
|
3.24K
$606K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.65K+ 6.81% |
$227K - $256K
|
25.9K
$4.85M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.65K+ 9.44% |
$226K - $255K
|
19.1K
$3.58M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.64K+ 28.1% |
$225K - $254K
|
7.46K
$1.4M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.64K+ 10.06% |
$225K - $253K
|
17.9K
$3.35M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
1.63KNew |
$224K - $253K
|
1.63K
$306K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.63KNew |
$224K - $253K
|
1.63K
$305K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.63KNew |
$224K - $252K
|
1.63K
$305K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.62KNew |
$222K - $251K
|
1.62K
$303K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.61K+ 96.45% |
$220K - $249K
|
3.27K
$612K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.6K+ 4.56% |
$220K - $248K
|
36.7K
$6.87M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.58KNew |
$218K - $245K
|
1.58K
$297K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.56KNew |
$214K - $242K
|
1.56K
$292K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.56KNew |
$214K - $242K
|
1.56K
$292K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.56K+ 4.76% |
$214K - $241K
|
34.3K
$6.41M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.54K+ 17.78% |
$212K - $239K
|
10.2K
$1.91M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.53K+ 1.85% |
$211K - $238K
|
84.5K
$15.8M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.52K+ 13.18% |
$209K - $236K
|
13.1K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.52K+ 4.98% |
$209K - $235K
|
32K
$6M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
1.51KNew |
$207K - $233K
|
1.51K
$282K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 3.47% |
$206K - $233K
|
44.8K
$8.39M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.5KNew |
$206K - $232K
|
1.5K
$281K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.49K+ 4.7% |
$204K - $231K
|
33.2K
$6.21M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.47K+ 10.73% |
$202K - $228K
|
15.2K
$2.85M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.47K+ 2.69% |
$202K - $227K
|
56.1K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
1.46KNew |
$201K - $227K
|
1.46K
$274K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.46KNew |
$200K - $226K
|
1.46K
$273K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
1.44KNew |
$198K - $223K
|
1.44K
$270K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
1.43KNew |
$197K - $222K
|
1.43K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.42K+ 15.76% |
$195K - $220K
|
10.4K
$1.95M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.42K+ 9.72% |
$195K - $220K
|
16K
$3M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.42KNew |
$194K - $219K
|
1.42K
$265K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 1.86% |
$194K - $219K
|
77.4K
$14.5M
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
1.41KNew |
$194K - $219K
|
1.41K
$265K
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.4KNew |
$192K - $217K
|
1.4K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.4KNew |
$192K - $216K
|
1.4K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 379.01% |
$179K - $201K
|
1.64K
$308K
|