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 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$923 - $1.02K
|
2.82K
$527K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6+ 0.03% |
$923 - $1.02K
|
20.1K
$3.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.14% |
$769 - $847
|
3.48K
$651K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$769 - $847
|
3.07K
$575K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.17% |
$769 - $847
|
2.95K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
5+ 3.07% |
$769 - $847
|
168
$31.4K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
5+ 0.28% |
$769 - $847
|
1.8K
$337K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.04% |
$615 - $677
|
9.13K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.22% |
$615 - $677
|
1.83K
$343K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$615 - $677
|
3.01K
$563K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.11% |
$462 - $508
|
2.62K
$491K
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.21% |
$462 - $508
|
1.44K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
3+ 7.89% |
$462 - $508
|
41
$7.67K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
3+ 0.43% |
$462 - $508
|
700
$131K
|
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
3+ 0.07% |
$462 - $508
|
4.54K
$849K
|
|
|
Mar 25, 2025
Q1 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3+ 0.15% |
$462 - $508
|
1.95K
$365K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$308 - $339
|
4.05K
$758K
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2+ 0.04% |
$308 - $339
|
4.45K
$832K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.14% |
$308 - $339
|
1.42K
$265K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
2+ 0.12% |
$308 - $339
|
1.73K
$324K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.44% |
$308 - $339
|
459
$85.9K
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2+ 0.08% |
$308 - $339
|
2.4K
$450K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.01% |
$308 - $339
|
15.9K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.45% |
$308 - $339
|
449
$84K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.03% |
$154 - $169
|
2.87K
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
1+ 0.03% |
$154 - $169
|
3.31K
$618K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$154 - $169
|
1.57K
$293K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.07% |
$154 - $169
|
1.49K
$279K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1+ 0.05% |
$154 - $169
|
1.87K
$350K
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1+ 0.01% |
$154 - $169
|
14.1K
$2.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1+ 0.02% |
$154 - $169
|
6.27K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.44% |
$154 - $169
|
227
$42.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.75% |
$154 - $169
|
135
$25.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1+ 0.01% |
$154 - $169
|
12.2K
$2.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1+ 1.85% |
$154 - $169
|
55
$10.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$154 - $169
|
2.63K
$491K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1+ 0.05% |
$154 - $169
|
1.84K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.12% |
$154 - $169
|
804
$150K
|
|
|
May 03, 2024
Q1 2024
|
Emfo, LLC
|
BUY
|
- |
1+ 0.11% |
$154 - $169
|
933
$175K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.5% |
$154 - $169
|
200
$37.4K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$154 - $169
|
503
$94.1K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1+ 1.1% |
$154 - $169
|
92
$17.2K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1+ 0.3% |
$154 - $169
|
339
$63.4K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.2% |
$154 - $169
|
503
$94.1K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1- 0.2% |
$154 - $169
|
502
$93.9K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3- 0.19% |
$462 - $508
|
1.55K
$289K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3- 0.1% |
$462 - $508
|
3.15K
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4- 0.02% |
$615 - $677
|
25.2K
$4.71M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-4- 57.14% |
$615 - $677
|
3
$561
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-6- 0.43% |
$923 - $1.02K
|
1.37K
$257K
|