Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
4.44K+ 2.88% |
$669K - $723K
|
159K
$29.4M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.41KNew |
$666K - $719K
|
4.41K
$818K
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
4.28K+ 263.83% |
$646K - $698K
|
5.91K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.28KNew |
$645K - $697K
|
4.28K
$793K
|
|
|
Feb 14, 2022
Q4 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
4.23K+ 1.65% |
$638K - $689K
|
261K
$48.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 1.05% |
$638K - $689K
|
405K
$75.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
4.2K+ 3.17% |
$633K - $684K
|
137K
$25.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.16K+ 10.23% |
$628K - $678K
|
44.8K
$8.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
4.13KNew |
$623K - $673K
|
4.13K
$765K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
4.11KNew |
$620K - $670K
|
4.11K
$762K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.08KNew |
$615K - $665K
|
4.08K
$756K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.08K+ 17.79% |
$615K - $664K
|
27K
$5.01M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4.05KNew |
$612K - $661K
|
4.05K
$752K
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
4.03KNew |
$608K - $657K
|
4.03K
$748K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4KNew |
$604K - $652K
|
4K
$742K
|
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3.99KNew |
$602K - $651K
|
3.99K
$740K
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
BUY
|
- |
3.98K+ 22.79% |
$601K - $649K
|
21.4K
$3.98M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 112.11% |
$598K - $646K
|
7.49K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.88K+ 42.68% |
$586K - $633K
|
13K
$2.41M
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
3.86KNew |
$582K - $628K
|
3.86K
$715K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3.85K+ 26.35% |
$580K - $627K
|
18.4K
$3.42M
|
|
|
Feb 10, 2022
Q4 2021
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
3.84KNew |
$579K - $626K
|
3.84K
$712K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.83K+ 6.56% |
$578K - $625K
|
62.3K
$11.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.83K+ 100.0% |
$578K - $624K
|
7.66K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.78K+ 269.88% |
$570K - $616K
|
5.18K
$961K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
3.78KNew |
$570K - $616K
|
3.78K
$701K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.68K+ 7.78% |
$555K - $599K
|
50.9K
$9.45M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
3.61K+ 2.76% |
$545K - $589K
|
135K
$25M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
3.59K+ 10.0% |
$542K - $585K
|
39.5K
$7.32M
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.58K+ 9.73% |
$540K - $583K
|
40.3K
$7.48M
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
3.55K+ 31.09% |
$535K - $578K
|
14.9K
$2.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
3.53KNew |
$533K - $576K
|
3.53K
$655K
|
|
|
Feb 08, 2022
Q4 2021
|
Hedges Asset Management LLC
|
BUY
|
- |
3.5KNew |
$528K - $571K
|
3.5K
$649K
|
|
|
Feb 22, 2022
Q4 2021
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
3.49KNew |
$526K - $568K
|
3.49K
$647K
|
|
|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
3.43K+ 5.86% |
$518K - $559K
|
62K
$11.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.41KNew |
$514K - $556K
|
3.41K
$632K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.37K+ 10.57% |
$508K - $549K
|
35.2K
$6.53M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
3.34K+ 9.42% |
$503K - $544K
|
38.7K
$7.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
3.25K+ 159.35% |
$491K - $530K
|
5.3K
$983K
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.2KNew |
$483K - $522K
|
3.2K
$594K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.18K+ 1.25% |
$479K - $518K
|
258K
$47.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.15K+ 472.97% |
$475K - $513K
|
3.82K
$708K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.14KNew |
$474K - $512K
|
3.14K
$583K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.12K+ 5.42% |
$471K - $509K
|
60.8K
$11.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.11K+ 4.2% |
$469K - $507K
|
77K
$14.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.09K+ 29.88% |
$467K - $504K
|
13.4K
$2.5M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.07KNew |
$463K - $500K
|
3.07K
$570K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 10.28% |
$461K - $498K
|
32.8K
$6.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3.04KNew |
$459K - $496K
|
3.04K
$564K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 5.53% |
$458K - $495K
|
58K
$10.8M
|