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 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
72+ 1.62% |
$9.16K - $11K
|
4.5K
$774K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
71+ 37.17% |
$9.04K - $10.8K
|
262
$45K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
70+ 0.81% |
$8.91K - $10.7K
|
8.67K
$1.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
70+ 0.28% |
$8.91K - $10.7K
|
24.7K
$4.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
67+ 0.65% |
$8.53K - $10.2K
|
10.4K
$1.78M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
65+ 25.59% |
$8.27K - $9.91K
|
319
$54.8K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 1.47% |
$8.15K - $9.75K
|
4.42K
$759K
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
64+ 4.09% |
$8.15K - $9.75K
|
1.63K
$280K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
64+ 3.3% |
$8.15K - $9.75K
|
2.01K
$344K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
62+ 0.49% |
$7.89K - $9.45K
|
12.8K
$2.21M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
61+ 0.88% |
$7.76K - $9.3K
|
7K
$1.2M
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
60+ 0.15% |
$7.64K - $9.14K
|
41K
$7.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
59+ 0.76% |
$7.51K - $8.99K
|
7.82K
$1.34M
|
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
58+ 0.84% |
$7.38K - $8.84K
|
6.98K
$1.2M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
54New |
$6.87K - $8.23K
|
54
$9.28K
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
51+ 0.98% |
$6.49K - $7.77K
|
5.28K
$907K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
51+ 3.1% |
$6.49K - $7.77K
|
1.7K
$292K
|
|
|
Nov 14, 2022
Q3 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
49+ 1.38% |
$6.24K - $7.47K
|
3.6K
$619K
|
|
|
Oct 18, 2022
Q3 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
45+ 2.36% |
$5.73K - $6.86K
|
1.95K
$335K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45New |
$5.73K - $6.86K
|
45
$7.73K
|
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
45+ 0.55% |
$5.73K - $6.86K
|
8.17K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40New |
$5.09K - $6.1K
|
40
$6.87K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
40New |
$5.09K - $6.1K
|
40
$6.87K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
39+ 0.04% |
$4.96K - $5.94K
|
91.7K
$15.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
39+ 1.01% |
$4.96K - $5.94K
|
3.89K
$669K
|
|
|
Nov 15, 2022
Q3 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
39+ 3.29% |
$4.96K - $5.94K
|
1.23K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
38+ 0.23% |
$4.84K - $5.79K
|
16.6K
$2.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
36+ 0.77% |
$4.58K - $5.49K
|
4.73K
$812K
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
33+ 0.58% |
$4.2K - $5.03K
|
5.7K
$980K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
32+ 14.68% |
$4.07K - $4.88K
|
250
$43K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
30+ 3.93% |
$3.82K - $4.57K
|
793
$136K
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
30+ 1.38% |
$3.82K - $4.57K
|
2.2K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
29+ 1.56% |
$3.69K - $4.42K
|
1.88K
$324K
|
|
|
Oct 13, 2022
Q3 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
28+ 0.47% |
$3.56K - $4.27K
|
5.93K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
26+ 0.46% |
$3.31K - $3.96K
|
5.63K
$966K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
25New |
$3.18K - $3.81K
|
25
$4.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.93% |
$3.18K - $3.81K
|
2.73K
$468K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
24+ 0.13% |
$3.05K - $3.66K
|
18.9K
$3.24M
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
24+ 0.93% |
$3.05K - $3.66K
|
2.61K
$448K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
22+ 0.39% |
$2.8K - $3.35K
|
5.61K
$964K
|
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
BUY
|
- |
20+ 2.98% |
$2.55K - $3.05K
|
692
$119K
|
|
|
Oct 21, 2022
Q3 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
20+ 1.0% |
$2.55K - $3.05K
|
2.01K
$346K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
18+ 16.67% |
$2.29K - $2.74K
|
126
$21.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
17+ 0.12% |
$2.16K - $2.59K
|
14.3K
$2.45M
|
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
17+ 1.0% |
$2.16K - $2.59K
|
1.72K
$295K
|
|
|
Nov 14, 2022
Q3 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
16+ 0.98% |
$2.04K - $2.44K
|
1.66K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
15+ 5.12% |
$1.91K - $2.29K
|
308
$52.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
15+ 11.72% |
$1.91K - $2.29K
|
143
$24.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
15+ 0.03% |
$1.91K - $2.29K
|
50.1K
$8.61M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
14+ 1.32% |
$1.78K - $2.13K
|
1.08K
$185K
|