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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-59- 28.92% |
$8.24K - $8.83K
|
145
$26.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-60- 3.87% |
$8.38K - $8.98K
|
1.49K
$272K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-61- 0.14% |
$8.52K - $9.13K
|
43.5K
$7.95M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-62- 21.75% |
$8.66K - $9.28K
|
223
$40.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-63- 4.32% |
$8.8K - $9.43K
|
1.4K
$255K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-63- 1.76% |
$8.8K - $9.43K
|
3.52K
$643K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-67- 0.86% |
$9.35K - $10K
|
7.72K
$1.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-69- 2.13% |
$9.63K - $10.3K
|
3.18K
$581K
|
|
|
Aug 03, 2023
Q2 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-70- 2.23% |
$9.77K - $10.5K
|
3.08K
$562K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-71- 2.23% |
$9.91K - $10.6K
|
3.11K
$569K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-72- 2.65% |
$10.1K - $10.8K
|
2.64K
$483K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-72- 3.64% |
$10.1K - $10.8K
|
1.91K
$349K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-74- 2.41% |
$10.3K - $11.1K
|
3K
$548K
|
|
|
Aug 07, 2023
Q2 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
SELL
|
- |
-74- 1.78% |
$10.3K - $11.1K
|
4.08K
$745K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-76- 9.6% |
$10.6K - $11.4K
|
716
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-80- 2.03% |
$11.2K - $12K
|
3.86K
$706K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-85- 3.73% |
$11.9K - $12.7K
|
2.19K
$401K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-87- 0.44% |
$12.1K - $13K
|
19.5K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-88- 0.1% |
$12.3K - $13.2K
|
84K
$15.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-89- 1.18% |
$12.4K - $13.3K
|
7.48K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-95- 0.44% |
$13.3K - $14.2K
|
21.6K
$3.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-97- 1.49% |
$13.5K - $14.5K
|
6.41K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-99- 3.03% |
$13.8K - $14.8K
|
3.17K
$579K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 37.74% |
$14K - $15K
|
165
$30.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-100- 0.82% |
$14K - $15K
|
12.1K
$2.21M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-100- 1.14% |
$14K - $15K
|
8.68K
$1.59M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 0.54% |
$14K - $15K
|
18.3K
$3.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 2.42% |
$14K - $15K
|
4.03K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-101- 2.04% |
$14.1K - $15.1K
|
4.86K
$888K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-103- 1.9% |
$14.4K - $15.4K
|
5.32K
$973K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-104- 0.63% |
$14.5K - $15.6K
|
16.4K
$3M
|
|
|
Jul 31, 2023
Q2 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-107- 0.53% |
$14.9K - $16K
|
20K
$3.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-111- 7.33% |
$15.5K - $16.6K
|
1.4K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-111- 5.06% |
$15.5K - $16.6K
|
2.08K
$381K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-113- 0.59% |
$15.8K - $16.9K
|
19K
$3.47M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-115- 51.34% |
$16.1K - $17.2K
|
109
$19.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-120- 0.32% |
$16.8K - $18K
|
37.8K
$6.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-120- 0.13% |
$16.8K - $18K
|
92.9K
$17M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-121- 0.88% |
$16.9K - $18.1K
|
13.7K
$2.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-125- 0.76% |
$17.5K - $18.7K
|
16.4K
$3M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-125- 1.78% |
$17.5K - $18.7K
|
6.89K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 27.78% |
$17.5K - $18.7K
|
325
$59.4K
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-125- 1.78% |
$17.5K - $18.7K
|
6.89K
$1.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-128- 1.65% |
$17.9K - $19.2K
|
7.63K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-131- 2.07% |
$18.3K - $19.6K
|
6.2K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-132- 3.84% |
$18.4K - $19.8K
|
3.31K
$604K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-133- 1.17% |
$18.6K - $19.9K
|
11.3K
$2.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-133- 2.11% |
$18.6K - $19.9K
|
6.16K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-134- 5.82% |
$18.7K - $20.1K
|
2.17K
$396K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-138- 0.27% |
$19.3K - $20.7K
|
51.6K
$9.43M
|