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 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-142- 1.89% |
$19.8K - $21.2K
|
7.37K
$1.35M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-143- 0.14% |
$20K - $21.4K
|
102K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-145- 1.06% |
$20.2K - $21.7K
|
13.5K
$2.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 53.62% |
$20.7K - $22.1K
|
128
$23.4K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-148- 53.62% |
$20.7K - $22.1K
|
128
$23.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-153- 0.77% |
$21.4K - $22.9K
|
19.8K
$3.62M
|
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-153- 6.38% |
$21.4K - $22.9K
|
2.24K
$410K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-161- 3.58% |
$22.5K - $24.1K
|
4.34K
$793K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-162- 3.16% |
$22.6K - $24.2K
|
4.96K
$907K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-166- 1.24% |
$23.2K - $24.8K
|
13.2K
$2.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-168- 8.96% |
$23.5K - $25.1K
|
1.71K
$312K
|
|
|
Jul 14, 2023
Q2 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-173- 4.21% |
$24.2K - $25.9K
|
3.94K
$720K
|
|
|
Aug 04, 2023
Q2 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-175- 9.05% |
$24.4K - $26.2K
|
1.76K
$322K
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-182- 0.8% |
$25.4K - $27.2K
|
22.7K
$4.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-184- 2.77% |
$25.7K - $27.5K
|
6.46K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-186- 8.76% |
$26K - $27.8K
|
1.94K
$354K
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-189- 0.93% |
$26.4K - $28.3K
|
20.1K
$3.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-189- 2.19% |
$26.4K - $28.3K
|
8.43K
$1.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-195- 93.3% |
$27.2K - $29.2K
|
14
$2.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-197- 0.87% |
$27.5K - $29.5K
|
22.4K
$4.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-198- 6.67% |
$27.6K - $29.6K
|
2.77K
$507K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-200- 2.08% |
$27.9K - $29.9K
|
9.4K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-202- 1.61% |
$28.2K - $30.2K
|
12.3K
$2.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-203- 0.46% |
$28.3K - $30.4K
|
43.5K
$7.95M
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-204- 3.1% |
$28.5K - $30.5K
|
6.37K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-209- 7.0% |
$29.2K - $31.3K
|
2.78K
$507K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-211- 4.47% |
$29.5K - $31.6K
|
4.51K
$825K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-212- 4.02% |
$29.6K - $31.7K
|
5.06K
$926K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-213- 4.47% |
$29.7K - $31.9K
|
4.56K
$833K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-215- 8.3% |
$30K - $32.2K
|
2.38K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-223- 30.8% |
$31.1K - $33.4K
|
501
$91.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-232- 8.64% |
$32.4K - $34.7K
|
2.45K
$448K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-234- 2.4% |
$32.7K - $35K
|
9.53K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-242- 0.66% |
$33.8K - $36.2K
|
36.4K
$6.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-250- 14.29% |
$34.9K - $37.4K
|
1.5K
$274K
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-251- 1.05% |
$35K - $37.6K
|
23.7K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-251- 1.5% |
$35K - $37.6K
|
16.5K
$3.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-255- 6.22% |
$35.6K - $38.2K
|
3.84K
$703K
|
|
|
Aug 07, 2023
Q2 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-269- 2.91% |
$37.6K - $40.3K
|
8.97K
$1.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-272- 8.78% |
$38K - $40.7K
|
2.83K
$516K
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-273- 2.1% |
$38.1K - $40.9K
|
12.7K
$2.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-280- 14.13% |
$39.1K - $41.9K
|
1.7K
$311K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-283- 12.03% |
$39.5K - $42.3K
|
2.07K
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-286- 4.29% |
$39.9K - $42.8K
|
6.37K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-299- 1.66% |
$41.7K - $44.7K
|
17.7K
$3.23M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-309- 2.52% |
$43.1K - $46.2K
|
12K
$2.19M
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-310- 4.84% |
$43.3K - $46.4K
|
6.1K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-311- 2.77% |
$43.4K - $46.5K
|
10.9K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-312- 1.43% |
$43.6K - $46.7K
|
21.5K
$3.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-313- 0.06% |
$43.7K - $46.8K
|
498K
$91.1M
|