Purchases and Sales Made in Q1 2024 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 2024. 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 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
108+ 0.64% |
$16.6K - $18.3K
|
17K
$3.18M
|
|
|
Mar 21, 2025
Q1 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
108+ 0.58% |
$16.6K - $18.3K
|
18.6K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 0.89% |
$16.5K - $18.1K
|
12.1K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
105New |
$16.2K - $17.8K
|
105
$19.6K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
102+ 0.08% |
$15.7K - $17.3K
|
125K
$23.5M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101New |
$15.5K - $17.1K
|
101
$18.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 7.75% |
$15.4K - $16.9K
|
1.39K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
100+ 0.72% |
$15.4K - $16.9K
|
14K
$2.62M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
99+ 6.2% |
$15.2K - $16.8K
|
1.7K
$317K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
99+ 1.68% |
$15.2K - $16.8K
|
5.98K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
98+ 0.2% |
$15.1K - $16.6K
|
49K
$9.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
95+ 2.27% |
$14.6K - $16.1K
|
4.29K
$802K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
94+ 1.78% |
$14.5K - $15.9K
|
5.38K
$1.01M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
90+ 2.62% |
$13.8K - $15.2K
|
3.53K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
90+ 86.54% |
$13.8K - $15.2K
|
194
$36.3K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
89+ 0.87% |
$13.7K - $15.1K
|
10.3K
$1.93M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
88+ 0.62% |
$13.5K - $14.9K
|
14.4K
$2.69M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
86+ 0.54% |
$13.2K - $14.6K
|
16.1K
$3.02M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
83New |
$12.8K - $14.1K
|
83
$15.5K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
82+ 4.18% |
$12.6K - $13.9K
|
2.04K
$382K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
82+ 0.59% |
$12.6K - $13.9K
|
14K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
82New |
$12.6K - $13.9K
|
82
$15.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
81New |
$12.5K - $13.7K
|
81
$15.2K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
78New |
$12K - $13.2K
|
78
$14.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
75+ 8.23% |
$11.5K - $12.7K
|
986
$184K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
75New |
$11.5K - $12.7K
|
75
$14K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
74+ 1.24% |
$11.4K - $12.5K
|
6.04K
$1.13M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
73+ 3.74% |
$11.2K - $12.4K
|
2.03K
$379K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
70+ 4.22% |
$10.8K - $11.9K
|
1.73K
$323K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
70+ 2.82% |
$10.8K - $11.9K
|
2.56K
$478K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
70+ 0.48% |
$10.8K - $11.9K
|
14.6K
$2.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
68+ 0.65% |
$10.5K - $11.5K
|
10.5K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
66+ 3.24% |
$10.2K - $11.2K
|
2.1K
$393K
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
65+ 1.4% |
$10K - $11K
|
4.7K
$878K
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
65+ 1.87% |
$10K - $11K
|
3.55K
$664K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
64+ 0.49% |
$9.85K - $10.8K
|
13.2K
$2.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
62+ 3.79% |
$9.54K - $10.5K
|
1.7K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
62+ 2.59% |
$9.54K - $10.5K
|
2.46K
$459K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
61+ 4.49% |
$9.38K - $10.3K
|
1.42K
$265K
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
60+ 2.48% |
$9.23K - $10.2K
|
2.48K
$464K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
BUY
|
- |
58+ 3.01% |
$8.92K - $9.82K
|
1.99K
$371K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
56New |
$8.62K - $9.48K
|
56
$10.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
56+ 2.41% |
$8.62K - $9.48K
|
2.38K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
53+ 0.46% |
$8.15K - $8.98K
|
11.6K
$2.18M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
51+ 0.71% |
$7.85K - $8.64K
|
7.22K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
51New |
$7.85K - $8.64K
|
51
$9.54K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
49New |
$7.54K - $8.3K
|
49
$9.17K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
48+ 1.13% |
$7.38K - $8.13K
|
4.31K
$806K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
46+ 3.44% |
$7.08K - $7.79K
|
1.38K
$259K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
41+ 1.42% |
$6.31K - $6.94K
|
2.93K
$549K
|