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 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3New |
$423 - $465
|
3
$557
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 0.44% |
$282 - $310
|
455
$84.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
2New |
$282 - $310
|
2
$371
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$282 - $310
|
11.4K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2+ 0.05% |
$282 - $310
|
4.31K
$800K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$282 - $310
|
4.98K
$923K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.51% |
$141 - $155
|
199
$36.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.75% |
$141 - $155
|
58
$10.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 0.45% |
$141 - $155
|
225
$41.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.02% |
$141 - $155
|
5.98K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
1+ 0.04% |
$141 - $155
|
2.62K
$486K
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.75% |
$141 - $155
|
134
$24.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 0.12% |
$141 - $155
|
821
$152K
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1+ 0.03% |
$141 - $155
|
3.03K
$562K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.02% |
$141 - $155
|
4.89K
$906K
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
BUY
|
- |
1+ 0.11% |
$141 - $155
|
930
$173K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$141 - $155
|
17.7K
$3.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1+ 0.02% |
$141 - $155
|
4.39K
$815K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.3% |
$141 - $155
|
78
$14.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-1- 0.06% |
$141 - $155
|
1.61K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1- 0.02% |
$141 - $155
|
4.08K
$756K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1- 0.07% |
$141 - $155
|
1.49K
$276K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2- 0.99% |
$282 - $310
|
200
$37.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-4- 0.06% |
$564 - $620
|
6.46K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5- 0.06% |
$705 - $775
|
8.69K
$1.61M
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-5- 0.12% |
$705 - $775
|
4.24K
$787K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.28% |
$705 - $775
|
1.75K
$325K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-5- 0.14% |
$705 - $775
|
3.62K
$671K
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-6- 0.05% |
$846 - $930
|
12.5K
$2.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-6- 0.05% |
$846 - $930
|
12.3K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-7- 0.41% |
$987 - $1.09K
|
1.69K
$313K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-8- 0.37% |
$1.13K - $1.24K
|
2.16K
$401K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-11- 0.68% |
$1.55K - $1.71K
|
1.61K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-13- 38.24% |
$1.83K - $2.02K
|
21
$3.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-15- 0.32% |
$2.12K - $2.33K
|
4.68K
$868K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-16- 0.21% |
$2.26K - $2.48K
|
7.61K
$1.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-18- 0.28% |
$2.54K - $2.79K
|
6.47K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-19- 0.23% |
$2.68K - $2.95K
|
8.32K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-19- 14.07% |
$2.68K - $2.95K
|
116
$21.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-20- 1.2% |
$2.82K - $3.1K
|
1.64K
$305K
|
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-20- 0.31% |
$2.82K - $3.1K
|
6.35K
$1.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-21- 0.07% |
$2.96K - $3.26K
|
29.1K
$5.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-23- 0.23% |
$3.24K - $3.57K
|
10.1K
$1.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-25- 0.57% |
$3.53K - $3.88K
|
4.34K
$806K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-25- 0.81% |
$3.53K - $3.88K
|
3.07K
$569K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-25- 0.37% |
$3.53K - $3.88K
|
6.68K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-26- 0.27% |
$3.67K - $4.03K
|
9.45K
$1.75M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-26- 0.9% |
$3.67K - $4.03K
|
2.87K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.63% |
$3.95K - $4.34K
|
4.39K
$814K
|
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-30- 0.69% |
$4.23K - $4.65K
|
4.35K
$806K
|