Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
82+ 4.49% |
$11.6K - $12.7K
|
1.91K
$354K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
79+ 3.79% |
$11.1K - $12.2K
|
2.16K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
76+ 2.7% |
$10.7K - $11.8K
|
2.9K
$537K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
74+ 1.69% |
$10.4K - $11.5K
|
4.45K
$826K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
73+ 0.18% |
$10.3K - $11.3K
|
41.5K
$7.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
71+ 0.22% |
$10K - $11K
|
32.1K
$5.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
70New |
$9.87K - $10.9K
|
70
$13K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
69+ 1.42% |
$9.73K - $10.7K
|
4.93K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
69New |
$9.73K - $10.7K
|
69
$12.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
68+ 1.27% |
$9.59K - $10.5K
|
5.44K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
67+ 7.38% |
$9.45K - $10.4K
|
975
$181K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
66New |
$9.31K - $10.2K
|
66
$12.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
65+ 0.19% |
$9.17K - $10.1K
|
34.2K
$6.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Horrell Capital Management, Inc.
|
BUY
|
- |
63New |
$8.89K - $9.77K
|
63
$11.7K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
63+ 2.56% |
$8.89K - $9.77K
|
2.53K
$468K
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
61+ 0.39% |
$8.6K - $9.46K
|
15.6K
$2.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
60+ 7.48% |
$8.46K - $9.3K
|
862
$160K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
59+ 26.22% |
$8.32K - $9.15K
|
284
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
57+ 0.43% |
$8.04K - $8.84K
|
13.2K
$2.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
56+ 1.31% |
$7.9K - $8.68K
|
4.32K
$801K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
56+ 0.45% |
$7.9K - $8.68K
|
12.5K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
55+ 20.37% |
$7.76K - $8.53K
|
325
$60.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
55+ 0.09% |
$7.76K - $8.53K
|
59.7K
$11.1M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
51+ 0.08% |
$7.19K - $7.91K
|
60.3K
$11.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
50+ 1.76% |
$7.05K - $7.75K
|
2.89K
$537K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
50+ 0.78% |
$7.05K - $7.75K
|
6.46K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
50+ 2.55% |
$7.05K - $7.75K
|
2.01K
$373K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
48+ 0.4% |
$6.77K - $7.44K
|
12K
$2.23M
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
46+ 0.09% |
$6.49K - $7.13K
|
50.6K
$9.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
45+ 0.04% |
$6.35K - $6.98K
|
102K
$19M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
45New |
$6.35K - $6.98K
|
45
$8.35K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
43New |
$6.06K - $6.67K
|
43
$7.98K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
40+ 19.61% |
$5.64K - $6.2K
|
244
$45.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
39+ 19.31% |
$5.5K - $6.05K
|
241
$44.7K
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
37+ 0.06% |
$5.22K - $5.74K
|
59.4K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
35+ 0.38% |
$4.94K - $5.43K
|
9.34K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
35+ 1.9% |
$4.94K - $5.43K
|
1.88K
$348K
|
|
|
Nov 03, 2023
Q3 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
34+ 0.4% |
$4.8K - $5.27K
|
8.57K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
34+ 0.11% |
$4.8K - $5.27K
|
31.6K
$5.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
30+ 1.84% |
$4.23K - $4.65K
|
1.66K
$308K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
27+ 1.87% |
$3.81K - $4.19K
|
1.47K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
26+ 0.4% |
$3.67K - $4.03K
|
6.55K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
26+ 2.12% |
$3.67K - $4.03K
|
1.25K
$232K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
22+ 0.24% |
$3.1K - $3.41K
|
9.07K
$1.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
22+ 0.43% |
$3.1K - $3.41K
|
5.17K
$959K
|
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
22+ 0.41% |
$3.1K - $3.41K
|
5.34K
$991K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
20+ 0.92% |
$2.82K - $3.1K
|
2.19K
$406K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20+ 1.16% |
$2.82K - $3.1K
|
1.74K
$323K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.24% |
$2.82K - $3.1K
|
8.28K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
20+ 0.11% |
$2.82K - $3.1K
|
19K
$3.53M
|