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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-30- 0.69% |
$4.23K - $4.65K
|
4.35K
$814K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-30- 0.26% |
$4.23K - $4.65K
|
11.7K
$2.19M
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-31- 0.23% |
$4.37K - $4.81K
|
13.2K
$2.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-36- 0.68% |
$5.08K - $5.58K
|
5.29K
$990K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-36- 0.58% |
$5.08K - $5.58K
|
6.16K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-37- 1.36% |
$5.22K - $5.74K
|
2.68K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-37- 0.31% |
$5.22K - $5.74K
|
12K
$2.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-40- 6.07% |
$5.64K - $6.2K
|
619
$116K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-40- 0.12% |
$5.64K - $6.2K
|
33.5K
$6.28M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.66% |
$5.64K - $6.2K
|
2.37K
$443K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-42- 0.2% |
$5.92K - $6.51K
|
21.4K
$4.01M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-44- 0.18% |
$6.21K - $6.82K
|
24.5K
$4.58M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-44- 3.15% |
$6.21K - $6.82K
|
1.35K
$253K
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-47- 0.97% |
$6.63K - $7.29K
|
4.79K
$896K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 5.22% |
$6.77K - $7.44K
|
871
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-48- 0.98% |
$6.77K - $7.44K
|
4.85K
$908K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-49- 1.13% |
$6.91K - $7.6K
|
4.29K
$803K
|
|
|
Oct 20, 2023
Q3 2023
|
Atwood & Palmer Inc
|
SELL
|
- |
-50- 10.04% |
$7.05K - $7.75K
|
448
$83.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-50- 0.76% |
$7.05K - $7.75K
|
6.53K
$1.22M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50- 0.3% |
$7.05K - $7.75K
|
16.9K
$3.16M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-51- 33.33% |
$7.19K - $7.91K
|
102
$19.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-55- 64.71% |
$7.76K - $8.53K
|
30
$5.62K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-55- 56.7% |
$7.76K - $8.53K
|
42
$7.86K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-56- 2.74% |
$7.9K - $8.68K
|
1.99K
$373K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-57- 0.71% |
$8.04K - $8.84K
|
7.98K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-58- 2.17% |
$8.18K - $8.99K
|
2.62K
$490K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-58- 1.38% |
$8.18K - $8.99K
|
4.15K
$777K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-60- 2.53% |
$8.46K - $9.3K
|
2.31K
$433K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-63- 3.6% |
$8.89K - $9.77K
|
1.69K
$316K
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-63- 0.28% |
$8.89K - $9.77K
|
22.8K
$4.26M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-63- 3.62% |
$8.89K - $9.77K
|
1.68K
$314K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-65- 1.06% |
$9.17K - $10.1K
|
6.09K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
SELL
|
- |
-66- 0.06% |
$9.31K - $10.2K
|
102K
$19.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-67- 3.15% |
$9.45K - $10.4K
|
2.06K
$386K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-68- 54.84% |
$9.59K - $10.5K
|
56
$10.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-71- 2.78% |
$10K - $11K
|
2.49K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-71- 0.61% |
$10K - $11K
|
11.6K
$2.17M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-74- 2.67% |
$10.4K - $11.5K
|
2.7K
$506K
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-75- 13.81% |
$10.6K - $11.6K
|
468
$87.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-83- 4.18% |
$11.7K - $12.9K
|
1.9K
$356K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-84- 2.64% |
$11.8K - $13K
|
3.09K
$579K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-86- 0.61% |
$12.1K - $13.3K
|
14K
$2.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-86- 5.31% |
$12.1K - $13.3K
|
1.53K
$287K
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-86- 0.57% |
$12.1K - $13.3K
|
15.1K
$2.83M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-86- 0.41% |
$12.1K - $13.3K
|
21.1K
$3.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-87- 4.63% |
$12.3K - $13.5K
|
1.79K
$336K
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-88- 0.46% |
$12.4K - $13.6K
|
18.9K
$3.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-90- 3.94% |
$12.7K - $14K
|
2.19K
$411K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-92- 3.48% |
$13K - $14.3K
|
2.55K
$477K
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-92- 15.92% |
$13K - $14.3K
|
486
$91K
|