Purchases and Sales Made in Q2 2024 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 2024. 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 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.25K- 5.49% |
$518K - $548K
|
56K
$10.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.28K- 1.75% |
$522K - $552K
|
184K
$34.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.31K- 14.26% |
$527K - $557K
|
19.9K
$3.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.4K- 10.8% |
$541K - $572K
|
28.1K
$5.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-3.51K- 23.16% |
$559K - $591K
|
11.7K
$2.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.61K- 9.97% |
$574K - $607K
|
32.6K
$6.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.63K- 7.09% |
$577K - $611K
|
47.5K
$8.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-3.65K- 47.92% |
$581K - $614K
|
3.96K
$741K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.84K- 2.39% |
$611K - $646K
|
157K
$29.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.86K- 31.33% |
$615K - $650K
|
8.46K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4K- 5.47% |
$636K - $673K
|
69.1K
$12.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-4.07K- 17.87% |
$648K - $686K
|
18.7K
$3.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.09K- 8.36% |
$651K - $689K
|
44.9K
$8.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-4.1K- 1.13% |
$653K - $690K
|
358K
$66.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.15K- 1.93% |
$660K - $698K
|
211K
$39.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.16K- 7.98% |
$662K - $700K
|
47.9K
$8.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.32K- 18.56% |
$687K - $727K
|
18.9K
$3.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.34K- 39.26% |
$691K - $731K
|
6.71K
$1.26M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.36K- 10.26% |
$694K - $734K
|
38.1K
$7.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.39K- 66.22% |
$699K - $739K
|
2.24K
$419K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-4.41K- 65.58% |
$703K - $743K
|
2.32K
$433K
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-4.41K- 20.19% |
$703K - $743K
|
17.4K
$3.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.5K- 30.13% |
$717K - $758K
|
10.4K
$1.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-4.61K- 1.85% |
$733K - $776K
|
244K
$45.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-4.67K- 21.47% |
$743K - $785K
|
17.1K
$3.19M
|
|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-4.8K- 6.09% |
$764K - $808K
|
74.1K
$13.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.89K- 3.67% |
$779K - $824K
|
128K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 16.01% |
$796K - $842K
|
26.2K
$4.91M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5K- 2.98% |
$796K - $842K
|
163K
$30.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-5.25K- 57.5% |
$836K - $884K
|
3.88K
$726K
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-5.26K- 4.49% |
$838K - $886K
|
112K
$20.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-5.28K- 57.66% |
$840K - $888K
|
3.87K
$725K
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-5.29KClosed |
$842K - $890K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-5.61K- 11.46% |
$893K - $945K
|
43.3K
$8.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.67K- 16.39% |
$903K - $954K
|
28.9K
$5.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.7K- 7.08% |
$907K - $959K
|
74.8K
$14M
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-5.82K- 23.71% |
$926K - $979K
|
18.7K
$3.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.84K- 39.96% |
$929K - $983K
|
8.77K
$1.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.89K- 5.85% |
$938K - $992K
|
94.7K
$17.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.92K- 16.31% |
$943K - $997K
|
30.4K
$5.69M
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-5.96K- 47.63% |
$948K - $1M
|
6.55K
$1.23M
|
|
|
May 29, 2025
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-5.96K- 18.52% |
$949K - $1M
|
26.2K
$4.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.06K- 4.68% |
$964K - $1.02M
|
123K
$23.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.15K- 24.77% |
$978K - $1.03M
|
18.7K
$3.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-6.15K- 13.53% |
$979K - $1.04M
|
39.3K
$7.36M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-6.18K- 71.31% |
$984K - $1.04M
|
2.49K
$465K
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-6.34K- 0.47% |
$1.01M - $1.07M
|
1.33M
$249M
|
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-6.46K- 5.76% |
$1.03M - $1.09M
|
106K
$19.8M
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6.48K- 93.5% |
$1.03M - $1.09M
|
450
$84.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.5K- 80.31% |
$1.04M - $1.1M
|
1.6K
$298K
|