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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.46KNew |
$206K - $227K
|
1.46K
$271K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.46KNew |
$205K - $226K
|
1.46K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.46K+ 9.28% |
$205K - $226K
|
17.1K
$3.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
1.45K+ 7.89% |
$205K - $225K
|
19.8K
$3.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.45K+ 67.11% |
$204K - $225K
|
3.61K
$669K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.45K+ 3.84% |
$204K - $224K
|
39.1K
$7.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.44KNew |
$203K - $223K
|
1.44K
$267K
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.43K+ 5.66% |
$201K - $221K
|
26.6K
$4.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.43KNew |
$201K - $221K
|
1.43K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.42KNew |
$200K - $220K
|
1.42K
$263K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
1.41K+ 2.93% |
$199K - $219K
|
49.5K
$9.18M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
1.37KNew |
$193K - $212K
|
1.37K
$254K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.37K+ 2.02% |
$193K - $212K
|
69.1K
$12.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.36K+ 33.19% |
$191K - $210K
|
5.44K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.35K+ 20.16% |
$190K - $209K
|
8.05K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.34KNew |
$188K - $207K
|
1.34K
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.29K+ 60.7% |
$181K - $199K
|
3.4K
$631K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.25K+ 48.77% |
$176K - $193K
|
3.8K
$705K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.23K+ 21.0% |
$174K - $191K
|
7.1K
$1.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.23K+ 41.09% |
$173K - $190K
|
4.21K
$781K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 6.12% |
$173K - $190K
|
21.2K
$3.94M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
1.22K+ 22.94% |
$172K - $190K
|
6.55K
$1.22M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.19K+ 9.22% |
$168K - $185K
|
14.1K
$2.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.19K+ 30.78% |
$168K - $184K
|
5.05K
$937K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.18K+ 17.28% |
$166K - $182K
|
7.98K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
1.17K+ 36.81% |
$164K - $181K
|
4.33K
$803K
|
|
|
Nov 14, 2023
Q3 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.14K+ 19.68% |
$161K - $177K
|
6.94K
$1.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.13K+ 21.77% |
$159K - $175K
|
6.32K
$1.17M
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.13K+ 1.05% |
$159K - $175K
|
108K
$20M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.12K+ 3.61% |
$158K - $173K
|
32.1K
$5.96M
|
|
|
Nov 01, 2023
Q3 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.12K+ 21.43% |
$158K - $173K
|
6.33K
$1.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.11K+ 20.87% |
$156K - $171K
|
6.41K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.09K+ 0.69% |
$154K - $169K
|
161K
$29.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
1.08K+ 2.48% |
$152K - $167K
|
44.5K
$8.26M
|
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.06K+ 7.55% |
$150K - $165K
|
15.1K
$2.81M
|
|
|
Oct 31, 2023
Q3 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.05K+ 66.46% |
$148K - $163K
|
2.63K
$488K
|
|
|
Nov 03, 2023
Q3 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.04K+ 20.44% |
$146K - $160K
|
6.1K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.03K+ 59.81% |
$145K - $160K
|
2.75K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.03K+ 2.08% |
$145K - $159K
|
50.3K
$9.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
1.02KNew |
$144K - $158K
|
1.02K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.02K+ 24.94% |
$144K - $158K
|
5.1K
$946K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1K+ 2.55% |
$141K - $155K
|
40.3K
$7.47M
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1K+ 0.71% |
$141K - $155K
|
142K
$26.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1K+ 12.03% |
$141K - $155K
|
9.31K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1K+ 49.73% |
$141K - $155K
|
3.01K
$559K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
993+ 3.75% |
$140K - $154K
|
27.5K
$5.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
977+ 6.11% |
$138K - $151K
|
17K
$3.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
944+ 5.28% |
$133K - $146K
|
18.8K
$3.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
914+ 21.18% |
$129K - $142K
|
5.23K
$970K
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
914New |
$129K - $142K
|
914
$170K
|