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 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.58K- 11.42% |
$361K - $387K
|
20K
$3.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.63K- 28.72% |
$367K - $393K
|
6.52K
$1.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 46.02% |
$372K - $399K
|
3.13K
$574K
|
|
|
Aug 07, 2023
Q2 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-2.69K- 49.37% |
$375K - $402K
|
2.76K
$505K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-2.71K- 8.22% |
$378K - $405K
|
30.2K
$5.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-2.72K- 9.35% |
$379K - $407K
|
26.3K
$4.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 4.48% |
$382K - $409K
|
58.4K
$10.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.75K- 9.81% |
$384K - $411K
|
25.2K
$4.63M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.75K- 4.06% |
$384K - $412K
|
65.1K
$11.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.77K- 14.76% |
$387K - $415K
|
16K
$2.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.79K- 8.03% |
$390K - $418K
|
32K
$5.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.8K- 8.28% |
$391K - $419K
|
31K
$5.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.82K- 1.41% |
$393K - $422K
|
197K
$36.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-2.85K- 5.89% |
$397K - $426K
|
45.5K
$8.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.93K- 2.44% |
$409K - $438K
|
117K
$21.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-2.93K- 16.4% |
$409K - $439K
|
14.9K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.94K- 39.62% |
$411K - $440K
|
4.49K
$822K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.01K- 11.67% |
$421K - $451K
|
22.8K
$4.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.02K- 8.93% |
$422K - $452K
|
30.8K
$5.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-3.06K- 16.57% |
$427K - $458K
|
15.4K
$2.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.08K- 5.79% |
$430K - $461K
|
50.1K
$9.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.11K- 11.03% |
$434K - $465K
|
25.1K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.19K- 6.05% |
$445K - $477K
|
49.5K
$9.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-3.2K- 60.48% |
$447K - $479K
|
2.09K
$383K
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-3.2K- 3.31% |
$447K - $479K
|
93.6K
$17.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-3.26K- 70.48% |
$455K - $488K
|
1.37K
$250K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.33K- 31.27% |
$465K - $499K
|
7.32K
$1.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
SELL
|
- |
-3.33K- 62.68% |
$465K - $499K
|
1.99K
$364K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.34K- 4.29% |
$466K - $499K
|
74.3K
$13.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-3.34K- 9.98% |
$467K - $500K
|
30.2K
$5.53M
|
|
|
Jul 28, 2023
Q2 2023
|
Braun Stacey Associates Inc
|
SELL
|
- |
-3.44K- 50.0% |
$480K - $514K
|
3.44K
$630K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-3.44K- 59.19% |
$480K - $514K
|
2.37K
$434K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-3.45K- 29.03% |
$482K - $516K
|
8.44K
$1.55M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.66K- 12.6% |
$510K - $547K
|
25.4K
$4.65M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-3.71K- 18.89% |
$518K - $556K
|
15.9K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.74K- 7.02% |
$522K - $559K
|
49.5K
$9.08M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.74K- 6.97% |
$522K - $560K
|
49.9K
$9.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-3.77K- 68.9% |
$526K - $564K
|
1.7K
$312K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-3.89K- 1.86% |
$543K - $582K
|
205K
$37.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-3.91K- 37.3% |
$546K - $585K
|
6.58K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-4K- 48.19% |
$558K - $599K
|
4.3K
$788K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.11K- 7.78% |
$573K - $615K
|
48.7K
$8.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.17K- 11.66% |
$582K - $624K
|
31.6K
$5.79M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-4.28K- 5.11% |
$598K - $641K
|
79.5K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.36K- 24.57% |
$609K - $653K
|
13.4K
$2.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-4.37K- 62.47% |
$611K - $654K
|
2.63K
$482K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.38K- 4.31% |
$612K - $656K
|
97.4K
$17.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
SELL
|
- |
-4.39K- 22.02% |
$613K - $657K
|
15.5K
$2.85M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.44K- 5.32% |
$620K - $665K
|
79.1K
$14.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-4.59K- 14.37% |
$641K - $687K
|
27.4K
$5.01M
|