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 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
730+ 6.19% |
$100K - $113K
|
12.5K
$2.32M
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
724New |
$99.4K - $112K
|
724
$134K
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
713+ 16.79% |
$97.9K - $110K
|
4.96K
$920K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
712+ 0.9% |
$97.8K - $110K
|
80.1K
$14.9M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
704+ 2.23% |
$96.7K - $109K
|
32.3K
$5.99M
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
700+ 10.4% |
$96.1K - $108K
|
7.43K
$1.38M
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
689+ 84.44% |
$94.6K - $107K
|
1.51K
$279K
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
666+ 26.22% |
$91.5K - $103K
|
3.21K
$595K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
663+ 1300.0% |
$91.1K - $103K
|
714
$132K
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
661+ 8.46% |
$90.8K - $102K
|
8.47K
$1.57M
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
659+ 0.42% |
$90.5K - $102K
|
156K
$29M
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
655+ 21.79% |
$90K - $101K
|
3.66K
$679K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
643+ 5.72% |
$88.3K - $99.6K
|
11.9K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
631+ 3.97% |
$86.7K - $97.8K
|
16.5K
$3.07M
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
631+ 33.91% |
$86.7K - $97.8K
|
2.49K
$462K
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
617+ 0.42% |
$84.7K - $95.6K
|
149K
$27.7M
|
|
May 15, 2023
Q1 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
600+ 10.62% |
$82.4K - $93K
|
6.25K
$1.16M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
565+ 2.98% |
$77.6K - $87.6K
|
19.5K
$3.62M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
565+ 6.22% |
$77.6K - $87.6K
|
9.65K
$1.79M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
559New |
$76.8K - $86.6K
|
559
$104K
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
553+ 55.3% |
$76K - $85.7K
|
1.55K
$288K
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
543+ 10.68% |
$74.6K - $84.1K
|
5.63K
$1.04M
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
512+ 2.18% |
$70.3K - $79.3K
|
24K
$4.45M
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
512+ 19.75% |
$70.3K - $79.3K
|
3.11K
$576K
|
|
May 08, 2023
Q1 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
509+ 12.54% |
$69.9K - $78.9K
|
4.57K
$848K
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
500+ 17.47% |
$68.7K - $77.5K
|
3.36K
$624K
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
500New |
$68.7K - $77.5K
|
500
$92.8K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
481+ 29.53% |
$66.1K - $74.5K
|
2.11K
$391K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
468+ 12.89% |
$64.3K - $72.5K
|
4.1K
$760K
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
453+ 1.87% |
$62.2K - $70.2K
|
24.7K
$4.59M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
449+ 27.85% |
$61.7K - $69.6K
|
2.06K
$382K
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
439+ 359.84% |
$60.3K - $68K
|
561
$104K
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
413+ 5.32% |
$56.7K - $64K
|
8.18K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
411+ 3.18% |
$56.5K - $63.7K
|
13.3K
$2.47M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
403+ 25.0% |
$55.4K - $62.4K
|
2.02K
$374K
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
403+ 18.75% |
$55.4K - $62.4K
|
2.55K
$473K
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
396+ 18.02% |
$54.4K - $61.4K
|
2.59K
$481K
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
396+ 0.13% |
$54.4K - $61.4K
|
310K
$57.6M
|
|
May 02, 2023
Q1 2023
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
384+ 2.9% |
$52.7K - $59.5K
|
13.6K
$2.52M
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
381+ 1.98% |
$52.3K - $59K
|
19.7K
$3.65M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
377New |
$51.8K - $58.4K
|
377
$69.9K
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
370+ 0.99% |
$50.8K - $57.3K
|
37.9K
$7.03M
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
369+ 22.53% |
$50.7K - $57.2K
|
2.01K
$372K
|
|
May 04, 2023
Q1 2023
|
Darrow Company, Inc.
|
BUY
|
- |
361+ 1.16% |
$49.6K - $55.9K
|
31.4K
$5.83M
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
355+ 11.9% |
$48.8K - $55K
|
3.34K
$619K
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
354+ 6.21% |
$48.6K - $54.9K
|
6.05K
$1.12M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
353+ 173.89% |
$48.5K - $54.7K
|
556
$103K
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
350+ 29.41% |
$48.1K - $54.2K
|
1.54K
$286K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
347+ 9.28% |
$47.7K - $53.8K
|
4.09K
$758K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
347+ 2.87% |
$47.7K - $53.8K
|
12.4K
$2.31M
|