Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-317- 0.91% |
$40.3K - $48.3K
|
34.7K
$6.28M
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-320- 0.34% |
$40.7K - $48.8K
|
94.4K
$17.1M
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-323- 0.65% |
$41.1K - $49.2K
|
49.4K
$8.95M
|
|
Nov 09, 2022
Q3 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-329- 0.49% |
$41.9K - $50.1K
|
67.4K
$12.2M
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-330- 1.87% |
$42K - $50.3K
|
17.4K
$3.14M
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-331- 0.28% |
$42.1K - $50.4K
|
120K
$21.7M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-334- 12.91% |
$42.5K - $50.9K
|
2.25K
$408K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-337- 3.87% |
$42.9K - $51.4K
|
8.38K
$1.52M
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-345- 11.44% |
$43.9K - $52.6K
|
2.67K
$483K
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-345- 38.12% |
$43.9K - $52.6K
|
560
$101K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-350- 3.91% |
$44.5K - $53.3K
|
8.6K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-359Closed |
$45.7K - $54.7K
|
0
$0
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-360- 4.32% |
$45.8K - $54.9K
|
7.98K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-370- 10.23% |
$47.1K - $56.4K
|
3.25K
$588K
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-383- 39.28% |
$48.7K - $58.4K
|
592
$107K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-384- 1.3% |
$48.9K - $58.5K
|
29.1K
$5.26M
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-390- 7.49% |
$49.6K - $59.4K
|
4.81K
$872K
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-400- 14.22% |
$50.9K - $61K
|
2.41K
$437K
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-405- 0.53% |
$51.5K - $61.7K
|
75.8K
$13.7M
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-421- 11.32% |
$53.6K - $64.2K
|
3.3K
$597K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-423- 2.42% |
$53.8K - $64.5K
|
17.1K
$3.09M
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-429- 1.85% |
$54.6K - $65.4K
|
22.7K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-447- 8.38% |
$56.9K - $68.1K
|
4.89K
$885K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-448- 17.05% |
$57K - $68.3K
|
2.18K
$395K
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-450- 2.43% |
$57.3K - $68.6K
|
18K
$3.27M
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-460- 10.47% |
$58.5K - $70.1K
|
3.94K
$713K
|
|
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-468- 0.33% |
$59.6K - $71.3K
|
141K
$25.5M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-471- 3.19% |
$59.9K - $71.8K
|
14.3K
$2.59M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-480- 1.06% |
$61.1K - $73.1K
|
45K
$8.14M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-488- 3.76% |
$62.1K - $74.4K
|
12.5K
$2.26M
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-488- 2.46% |
$62.1K - $74.4K
|
19.3K
$3.5M
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-490- 2.35% |
$62.4K - $74.7K
|
20.4K
$3.69M
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-500- 5.97% |
$63.6K - $76.2K
|
7.88K
$1.43M
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-500- 41.67% |
$63.6K - $76.2K
|
700
$127K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-510- 1.99% |
$64.9K - $77.7K
|
25.1K
$4.54M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-526- 1.82% |
$66.9K - $80.2K
|
28.3K
$5.13M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-527- 22.49% |
$67.1K - $80.3K
|
1.82K
$329K
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-534- 4.68% |
$68K - $81.4K
|
10.9K
$1.97M
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-542- 1.21% |
$69K - $82.6K
|
44.1K
$7.99M
|
|
Nov 14, 2022
Q3 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-546- 9.81% |
$69.5K - $83.2K
|
5.02K
$909K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-564- 1.24% |
$71.8K - $85.9K
|
44.8K
$8.12M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-565- 15.33% |
$71.9K - $86.1K
|
3.12K
$565K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-567- 0.68% |
$72.2K - $86.4K
|
82.8K
$15M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-594- 27.12% |
$75.6K - $90.5K
|
1.6K
$289K
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-600- 1.79% |
$76.4K - $91.4K
|
33K
$5.98M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-606- 4.75% |
$77.1K - $92.3K
|
12.1K
$2.2M
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-608- 2.97% |
$77.4K - $92.7K
|
19.9K
$3.6M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-609- 8.0% |
$77.5K - $92.8K
|
7K
$1.27M
|
|
Oct 25, 2022
Q3 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-610- 8.55% |
$77.6K - $93K
|
6.52K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-617- 2.77% |
$78.5K - $94K
|
21.7K
$3.92M
|