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
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-536- 1.61% |
$75.6K - $83.1K
|
32.7K
$6.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-538- 20.48% |
$75.9K - $83.4K
|
2.09K
$388K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-542- 1.43% |
$76.4K - $84K
|
37.3K
$6.91M
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-545- 8.0% |
$76.9K - $84.5K
|
6.27K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-548- 22.19% |
$77.3K - $84.9K
|
1.92K
$357K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-549- 7.5% |
$77.4K - $85.1K
|
6.78K
$1.26M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-552- 4.72% |
$77.9K - $85.6K
|
11.1K
$2.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-563- 1.25% |
$79.4K - $87.3K
|
44.3K
$8.22M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-571- 27.88% |
$80.5K - $88.5K
|
1.48K
$274K
|
|
|
Oct 12, 2023
Q3 2023
|
Prairiewood Capital, LLC
|
SELL
|
- |
-581- 2.79% |
$81.9K - $90.1K
|
20.3K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-599- 25.03% |
$84.5K - $92.8K
|
1.79K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-616- 8.04% |
$86.9K - $95.5K
|
7.05K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-619- 23.86% |
$87.3K - $95.9K
|
1.98K
$366K
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-625- 1.25% |
$88.2K - $96.9K
|
49.5K
$9.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-628- 12.86% |
$88.6K - $97.3K
|
4.26K
$790K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-642- 12.04% |
$90.5K - $99.5K
|
4.69K
$870K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-643- 7.54% |
$90.7K - $99.7K
|
7.89K
$1.46M
|
|
|
Oct 18, 2023
Q3 2023
|
Mad River Investors
|
SELL
|
- |
-643- 28.34% |
$90.7K - $99.7K
|
1.63K
$302K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-651- 0.64% |
$91.8K - $101K
|
101K
$18.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-654- 4.24% |
$92.2K - $101K
|
14.8K
$2.74M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-660- 8.55% |
$93.1K - $102K
|
7.06K
$1.31M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-674- 25.57% |
$95.1K - $104K
|
1.96K
$364K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-722- 2.39% |
$102K - $112K
|
29.5K
$5.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-727- 4.46% |
$103K - $113K
|
15.6K
$2.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-738- 4.63% |
$104K - $114K
|
15.2K
$2.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-743- 4.82% |
$105K - $115K
|
14.7K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-743- 2.99% |
$105K - $115K
|
24.1K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-746- 0.44% |
$105K - $116K
|
168K
$31.2M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-761- 9.2% |
$107K - $118K
|
7.51K
$1.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-767- 31.73% |
$108K - $119K
|
1.65K
$306K
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-770- 4.13% |
$109K - $119K
|
17.9K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-779- 9.55% |
$110K - $121K
|
7.38K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-800- 1.02% |
$113K - $124K
|
77.6K
$14.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-802- 0.96% |
$113K - $124K
|
83.2K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-818- 34.49% |
$115K - $127K
|
1.55K
$288K
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-835- 35.16% |
$118K - $129K
|
1.54K
$286K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-843- 20.98% |
$119K - $131K
|
3.18K
$589K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-871- 3.65% |
$123K - $135K
|
23K
$4.26M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-913- 7.04% |
$129K - $142K
|
12.1K
$2.24M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-918- 2.19% |
$129K - $142K
|
40.9K
$7.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-930- 1.8% |
$131K - $144K
|
50.7K
$9.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-974- 2.87% |
$137K - $151K
|
33K
$6.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-988- 8.2% |
$139K - $153K
|
11.1K
$2.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Bfsg, LLC
|
SELL
|
- |
-993- 18.59% |
$140K - $154K
|
4.35K
$807K
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-994- 2.11% |
$140K - $154K
|
46.1K
$8.56M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1K- 4.59% |
$141K - $155K
|
20.8K
$3.85M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-1K- 1.89% |
$141K - $155K
|
51.9K
$9.63M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.01K- 1.17% |
$143K - $157K
|
85.3K
$15.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-1.03K- 2.59% |
$145K - $159K
|
38.6K
$7.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.04K- 15.97% |
$147K - $162K
|
5.48K
$1.02M
|