Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
17+ 0.36% |
$2.37K - $2.54K
|
4.79K
$838K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
16+ 0.92% |
$2.23K - $2.39K
|
1.75K
$306K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
16+ 1.06% |
$2.23K - $2.39K
|
1.52K
$266K
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
16+ 0.45% |
$2.23K - $2.39K
|
3.56K
$622K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
14+ 0.9% |
$1.95K - $2.09K
|
1.57K
$275K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.44% |
$1.81K - $1.95K
|
2.99K
$523K
|
|
|
Aug 01, 2023
Q2 2023
|
Renasant Bank
|
BUY
|
- |
13+ 0.29% |
$1.81K - $1.95K
|
4.55K
$797K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.51% |
$1.81K - $1.95K
|
2.54K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
13+ 0.72% |
$1.81K - $1.95K
|
1.83K
$319K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
12+ 1.96% |
$1.68K - $1.8K
|
625
$109K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
11+ 0.42% |
$1.54K - $1.65K
|
2.61K
$457K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11+ 0.03% |
$1.54K - $1.65K
|
43.4K
$7.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10+ 0.38% |
$1.4K - $1.5K
|
2.64K
$461K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
10+ 0.43% |
$1.4K - $1.5K
|
2.31K
$405K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
10+ 0.21% |
$1.4K - $1.5K
|
4.8K
$839K
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
10+ 0.08% |
$1.4K - $1.5K
|
13.2K
$2.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10+ 76.92% |
$1.4K - $1.5K
|
23
$4.02K
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10+ 0.58% |
$1.4K - $1.5K
|
1.74K
$304K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9New |
$1.26K - $1.35K
|
9
$1.57K
|
|
|
Jul 21, 2023
Q2 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.47% |
$1.26K - $1.35K
|
1.93K
$338K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9+ 0.03% |
$1.26K - $1.35K
|
31.9K
$5.58M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
9+ 0.07% |
$1.26K - $1.35K
|
13K
$2.27M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.28% |
$1.12K - $1.2K
|
2.9K
$506K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
8+ 0.37% |
$1.12K - $1.2K
|
2.17K
$380K
|
|
|
Aug 09, 2023
Q2 2023
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.42% |
$1.12K - $1.2K
|
1.91K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
8+ 0.46% |
$1.12K - $1.2K
|
1.74K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.2% |
$1.12K - $1.2K
|
4.08K
$714K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8+ 0.09% |
$1.12K - $1.2K
|
8.58K
$1.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
7+ 0.16% |
$977 - $1.05K
|
4.37K
$764K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.26% |
$977 - $1.05K
|
2.71K
$474K
|
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
7+ 0.4% |
$977 - $1.05K
|
1.74K
$304K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
6+ 0.05% |
$838 - $898
|
12.5K
$2.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6+ 0.2% |
$838 - $898
|
3.06K
$535K
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
6+ 0.21% |
$838 - $898
|
2.8K
$490K
|
|
|
Aug 03, 2023
Q2 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5+ 0.01% |
$698 - $748
|
39K
$6.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.14% |
$698 - $748
|
3.47K
$606K
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.5% |
$698 - $748
|
1.01K
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.28% |
$698 - $748
|
1.82K
$318K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4+ 0.24% |
$558 - $599
|
1.69K
$296K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
4+ 0.11% |
$558 - $599
|
3.77K
$660K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
4+ 0.25% |
$558 - $599
|
1.64K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
4+ 0.15% |
$558 - $599
|
2.62K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.13% |
$558 - $599
|
3K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4+ 0.25% |
$558 - $599
|
1.63K
$286K
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4+ 0.28% |
$558 - $599
|
1.44K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3+ 0.08% |
$419 - $449
|
3.9K
$682K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
2+ 0.07% |
$279 - $299
|
2.68K
$468K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.03% |
$279 - $299
|
6.87K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
2+ 0.14% |
$279 - $299
|
1.4K
$245K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
2+ 0.05% |
$279 - $299
|
4.09K
$715K
|