Purchases and Sales Made in Q4 2024 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 2024. 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 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-425- 12.25% |
$74K - $79.7K
|
3.04K
$541K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-434- 1.08% |
$75.6K - $81.4K
|
39.6K
$7.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-446- 1.88% |
$77.7K - $83.7K
|
23.3K
$4.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-450- 8.44% |
$78.4K - $84.4K
|
4.88K
$868K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-451- 73.93% |
$78.6K - $84.6K
|
159
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-451- 5.71% |
$78.6K - $84.6K
|
7.45K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 0.21% |
$79.1K - $85.2K
|
216K
$38.3M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-459- 34.64% |
$80K - $86.1K
|
866
$154K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-465- 51.04% |
$81K - $87.2K
|
446
$79.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-476- 2.49% |
$82.9K - $89.3K
|
18.6K
$3.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-482- 3.97% |
$84K - $90.4K
|
11.7K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-484- 3.46% |
$84.3K - $90.8K
|
13.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-493- 13.04% |
$85.9K - $92.5K
|
3.29K
$584K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-497- 2.73% |
$86.6K - $93.2K
|
17.7K
$3.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-499- 3.31% |
$86.9K - $93.6K
|
14.6K
$2.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-501- 9.98% |
$87.3K - $94K
|
4.52K
$803K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-511- 29.71% |
$89K - $95.9K
|
1.21K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-512- 5.8% |
$89.2K - $96.1K
|
8.32K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-513- 2.3% |
$89.4K - $96.2K
|
21.8K
$3.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-522- 27.19% |
$90.9K - $97.9K
|
1.4K
$248K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-530- 26.93% |
$92.3K - $99.4K
|
1.44K
$255K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-533- 2.48% |
$92.9K - $100K
|
21K
$3.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-539- 15.26% |
$93.9K - $101K
|
2.99K
$532K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-555- 4.12% |
$96.7K - $104K
|
12.9K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-555- 1.87% |
$96.7K - $104K
|
29.1K
$5.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-577- 18.92% |
$101K - $108K
|
2.47K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-577- 16.75% |
$101K - $108K
|
2.87K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-578- 37.85% |
$101K - $108K
|
949
$169K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-579- 0.96% |
$101K - $109K
|
59.9K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-599- 7.35% |
$104K - $112K
|
7.56K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-613- 19.36% |
$107K - $115K
|
2.55K
$454K
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-613- 2.83% |
$107K - $115K
|
21.1K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-617- 9.42% |
$107K - $116K
|
5.94K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-622- 2.67% |
$108K - $117K
|
22.7K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-625- 4.29% |
$109K - $117K
|
14K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-626- 3.16% |
$109K - $117K
|
19.2K
$3.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-631- 20.4% |
$110K - $118K
|
2.46K
$437K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-636- 0.31% |
$111K - $119K
|
203K
$36.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-637- 3.48% |
$111K - $120K
|
17.7K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-640- 12.19% |
$112K - $120K
|
4.61K
$819K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-643- 5.33% |
$112K - $121K
|
11.4K
$2.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-644- 11.96% |
$112K - $121K
|
4.74K
$842K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-645- 11.37% |
$112K - $121K
|
5.03K
$893K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-675- 5.0% |
$118K - $127K
|
12.8K
$2.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-682- 20.1% |
$119K - $128K
|
2.71K
$482K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-690- 4.49% |
$120K - $129K
|
14.7K
$2.61M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-692- 3.85% |
$121K - $130K
|
17.3K
$3.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-692- 10.86% |
$121K - $130K
|
5.68K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-698- 2.25% |
$122K - $131K
|
30.3K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-707- 3.63% |
$123K - $133K
|
18.8K
$3.33M
|