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 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.29K- 15.81% |
$352K - $387K
|
12.2K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.36K- 48.13% |
$364K - $400K
|
2.55K
$452K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-2.39K- 33.28% |
$368K - $405K
|
4.79K
$851K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.49K- 33.03% |
$383K - $422K
|
5.05K
$897K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.51K- 38.01% |
$386K - $425K
|
4.09K
$726K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-2.65K- 45.02% |
$407K - $448K
|
3.23K
$574K
|
|
|
Apr 19, 2024
Q1 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-2.65K- 80.92% |
$408K - $449K
|
625
$111K
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-2.67K- 26.83% |
$411K - $453K
|
7.29K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-2.84K- 2.95% |
$437K - $481K
|
93.5K
$16.6M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.95K- 11.05% |
$454K - $500K
|
23.8K
$4.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.96K- 5.87% |
$455K - $501K
|
47.5K
$8.43M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 12.33% |
$475K - $523K
|
21.9K
$3.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.11K- 27.98% |
$478K - $526K
|
8K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.12K- 13.99% |
$480K - $529K
|
19.2K
$3.41M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.13K- 6.6% |
$482K - $530K
|
44.3K
$7.88M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 9.63% |
$499K - $549K
|
30.4K
$5.4M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.26K- 28.16% |
$502K - $552K
|
8.32K
$1.48M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.31K- 17.52% |
$508K - $560K
|
15.6K
$2.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.42K- 2.21% |
$527K - $580K
|
152K
$26.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.68K- 42.56% |
$566K - $623K
|
4.97K
$882K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-3.68K- 21.19% |
$566K - $624K
|
13.7K
$2.43M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-3.97K- 13.8% |
$611K - $673K
|
24.8K
$4.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.07K- 8.21% |
$626K - $689K
|
45.5K
$8.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-4.08K- 37.19% |
$628K - $691K
|
6.9K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.13K- 13.53% |
$636K - $700K
|
26.4K
$4.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-4.24K- 26.46% |
$652K - $717K
|
11.8K
$2.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-4.42K- 4.1% |
$680K - $749K
|
103K
$18.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 24.41% |
$692K - $762K
|
13.9K
$2.48M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.65K- 3.67% |
$715K - $787K
|
122K
$21.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.84K- 2.8% |
$745K - $820K
|
168K
$29.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.87K- 12.49% |
$749K - $825K
|
34.1K
$6.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.93K- 4.88% |
$758K - $835K
|
96.1K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.94K- 47.72% |
$760K - $837K
|
5.41K
$961K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-5.07K- 46.39% |
$780K - $859K
|
5.86K
$1.04M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.08K- 10.69% |
$782K - $861K
|
42.5K
$7.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-5.08K- 51.11% |
$782K - $861K
|
4.86K
$864K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.18K- 64.19% |
$796K - $877K
|
2.89K
$513K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.22K- 12.6% |
$804K - $885K
|
36.2K
$6.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.27K- 9.71% |
$811K - $893K
|
49K
$8.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.27K- 12.18% |
$811K - $893K
|
38K
$6.75M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-5.28K- 43.05% |
$812K - $894K
|
6.98K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.38K- 1.3% |
$828K - $912K
|
408K
$72.4M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.43K- 7.65% |
$835K - $920K
|
65.6K
$11.6M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.48K- 11.08% |
$843K - $928K
|
44K
$7.81M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-5.5K- 5.6% |
$846K - $932K
|
92.7K
$16.5M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.55K- 14.66% |
$854K - $940K
|
32.3K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.66K- 26.74% |
$870K - $958K
|
15.5K
$2.75M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.77K- 17.93% |
$888K - $977K
|
26.4K
$4.69M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.92K- 6.59% |
$911K - $1M
|
83.9K
$14.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-5.94K- 3.94% |
$914K - $1.01M
|
145K
$25.7M
|