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 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.28K+ 1.2% |
$176K - $199K
|
108K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.24K+ 25.33% |
$170K - $192K
|
6.14K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.2K+ 19.28% |
$165K - $186K
|
7.42K
$1.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$164K - $185K
|
1.2K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
1.19K+ 5.23% |
$164K - $185K
|
24K
$4.49M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.18K+ 46.44% |
$162K - $183K
|
3.72K
$696K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.17K+ 9.41% |
$161K - $181K
|
13.6K
$2.55M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1.13K+ 42.53% |
$155K - $175K
|
3.79K
$709K
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.13K+ 2.41% |
$155K - $175K
|
47.9K
$8.97M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
BUY
|
- |
1.11K+ 1.38% |
$152K - $172K
|
81.3K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.07K+ 50.05% |
$147K - $166K
|
3.22K
$602K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
1.07K+ 1.13% |
$147K - $165K
|
95.7K
$17.9M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.05K+ 10.34% |
$145K - $163K
|
11.2K
$2.1M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.04K+ 3.42% |
$143K - $162K
|
31.6K
$5.91M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.04K+ 15.4% |
$143K - $161K
|
7.81K
$1.46M
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.04K+ 8.18% |
$143K - $161K
|
13.8K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.03K+ 3.14% |
$141K - $159K
|
33.8K
$6.33M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.02K+ 4.06% |
$140K - $158K
|
26.1K
$4.89M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.01K+ 3.32% |
$139K - $157K
|
31.4K
$5.88M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
BUY
|
- |
992+ 3.02% |
$136K - $154K
|
33.9K
$6.34M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
982+ 6.31% |
$135K - $152K
|
16.5K
$3.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
980+ 1.89% |
$135K - $152K
|
52.8K
$9.88M
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
979+ 4.66% |
$134K - $152K
|
22K
$4.11M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
968+ 28.14% |
$133K - $150K
|
4.41K
$825K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
962+ 9.29% |
$132K - $149K
|
11.3K
$2.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
955+ 10.07% |
$131K - $148K
|
10.4K
$1.95M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
953+ 8.16% |
$131K - $148K
|
12.6K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
950+ 8.05% |
$130K - $147K
|
12.7K
$2.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Derbend Asset Management
|
BUY
|
- |
947+ 1.6% |
$130K - $147K
|
60.1K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
947+ 2.08% |
$130K - $147K
|
46.5K
$8.71M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
910+ 1.51% |
$125K - $141K
|
61.1K
$11.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
896+ 2.53% |
$123K - $139K
|
36.4K
$6.81M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
880+ 2.97% |
$121K - $136K
|
30.5K
$5.71M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
877+ 17.79% |
$120K - $136K
|
5.81K
$1.09M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
848+ 7.07% |
$116K - $131K
|
12.8K
$2.4M
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
846New |
$116K - $131K
|
846
$158K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
845+ 33.47% |
$116K - $131K
|
3.37K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
845+ 2.29% |
$116K - $131K
|
37.7K
$7.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
831+ 1.52% |
$114K - $129K
|
55.6K
$10.4M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
811+ 2.33% |
$111K - $126K
|
35.6K
$6.67M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
797+ 44.45% |
$109K - $124K
|
2.59K
$485K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
790+ 4.68% |
$109K - $122K
|
17.7K
$3.31M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
776New |
$107K - $120K
|
776
$145K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
773+ 8.74% |
$106K - $120K
|
9.62K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
767+ 11.56% |
$105K - $119K
|
7.4K
$1.39M
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
767+ 2.46% |
$105K - $119K
|
31.9K
$5.98M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
762+ 24.34% |
$105K - $118K
|
3.89K
$729K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
760+ 7.73% |
$104K - $118K
|
10.6K
$1.98M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
758+ 0.85% |
$104K - $117K
|
89.5K
$16.8M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
758+ 0.55% |
$104K - $117K
|
140K
$26.1M
|