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
|
Diligent Investors, LLC
|
SELL
|
- |
-323- 3.45% |
$45.1K - $48.3K
|
9.05K
$1.66M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-337- 3.08% |
$47K - $50.4K
|
10.6K
$1.94M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-338- 55.59% |
$47.2K - $50.6K
|
270
$49.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-343- 11.04% |
$47.9K - $51.3K
|
2.76K
$506K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-349- 17.39% |
$48.7K - $52.2K
|
1.66K
$304K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-349- 2.08% |
$48.7K - $52.2K
|
16.4K
$3.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-350- 3.35% |
$48.9K - $52.4K
|
10.1K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-351- 0.39% |
$49K - $52.5K
|
90.7K
$16.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-353- 1.13% |
$49.3K - $52.8K
|
30.9K
$5.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-360- 2.76% |
$50.3K - $53.9K
|
12.7K
$2.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-362- 10.47% |
$50.5K - $54.2K
|
3.09K
$567K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-374- 5.44% |
$52.2K - $56K
|
6.5K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-388- 0.73% |
$54.2K - $58.1K
|
52.9K
$9.69M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-397- 4.1% |
$55.4K - $59.4K
|
9.29K
$1.7M
|
|
|
Sep 11, 2024
Q2 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-397- 6.27% |
$55.4K - $59.4K
|
5.94K
$1.09M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-398- 5.15% |
$55.6K - $59.6K
|
7.32K
$1.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-399- 1.63% |
$55.7K - $59.7K
|
24K
$4.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-400- 44.44% |
$55.8K - $59.9K
|
500
$91.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-407- 3.09% |
$56.8K - $60.9K
|
12.8K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-412- 8.57% |
$57.5K - $61.7K
|
4.39K
$805K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-418- 1.56% |
$58.4K - $62.5K
|
26.5K
$4.85M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-421- 77.25% |
$58.8K - $63K
|
124
$22.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-424- 1.99% |
$59.2K - $63.4K
|
20.9K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-427- 4.03% |
$59.6K - $63.9K
|
10.2K
$1.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-430- 2.08% |
$60K - $64.3K
|
20.2K
$3.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-431- 0.72% |
$60.2K - $64.5K
|
59.6K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
SELL
|
- |
-433- 0.46% |
$60.5K - $64.8K
|
93.1K
$17.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-439- 78.25% |
$61.3K - $65.7K
|
122
$22.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-447- 12.65% |
$62.4K - $66.9K
|
3.09K
$566K
|
|
|
Jul 21, 2023
Q2 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-450- 5.01% |
$62.8K - $67.3K
|
8.53K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-454- 0.49% |
$63.4K - $67.9K
|
92.5K
$17M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
SELL
|
- |
-456- 0.82% |
$63.7K - $68.2K
|
55.2K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-467- 3.75% |
$65.2K - $69.9K
|
12K
$2.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-475- 82.32% |
$66.3K - $71.1K
|
102
$18.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-482- 2.32% |
$67.3K - $72.1K
|
20.3K
$3.72M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-496- 3.15% |
$69.2K - $74.2K
|
15.3K
$2.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-497- 6.57% |
$69.4K - $74.4K
|
7.07K
$1.3M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-500- 16.7% |
$69.8K - $74.8K
|
2.49K
$457K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-500- 5.66% |
$69.8K - $74.8K
|
8.34K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-507- 4.47% |
$70.8K - $75.9K
|
10.8K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-509- 3.08% |
$71.1K - $76.2K
|
16K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-510- 1.72% |
$71.2K - $76.3K
|
29.1K
$5.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-514- 22.99% |
$71.8K - $76.9K
|
1.72K
$316K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-520- 2.02% |
$72.6K - $77.8K
|
25.2K
$4.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-520- 13.06% |
$72.6K - $77.8K
|
3.46K
$634K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-546- 8.9% |
$76.2K - $81.7K
|
5.59K
$1.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-555- 4.41% |
$77.5K - $83.1K
|
12K
$2.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-569- 3.18% |
$79.4K - $85.1K
|
17.3K
$3.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-572- 4.94% |
$79.9K - $85.6K
|
11K
$2.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-573- 0.68% |
$80K - $85.7K
|
84K
$15.4M
|