Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-111- 0.22% |
$15.2K - $17.2K
|
49.6K
$8.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-113- 0.85% |
$15.5K - $17.5K
|
13.2K
$2.39M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-114- 0.93% |
$15.7K - $17.7K
|
12.1K
$2.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-125- 0.57% |
$17.2K - $19.4K
|
22K
$3.99M
|
|
|
May 09, 2023
Q1 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-125- 1.27% |
$17.2K - $19.4K
|
9.74K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-129- 2.81% |
$17.7K - $20K
|
4.46K
$809K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-129- 2.81% |
$17.7K - $20K
|
4.46K
$809K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-131- 1.02% |
$18K - $20.3K
|
12.7K
$2.3M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-132- 6.06% |
$18.1K - $20.5K
|
2.05K
$371K
|
|
|
Apr 24, 2023
Q1 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-134- 4.63% |
$18.4K - $20.8K
|
2.76K
$501K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-135- 1.28% |
$18.5K - $20.9K
|
10.4K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-138- 23.47% |
$19K - $21.4K
|
450
$81.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-139- 0.96% |
$19.1K - $21.5K
|
14.3K
$2.59M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-140- 1.82% |
$19.2K - $21.7K
|
7.57K
$1.37M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-142- 0.85% |
$19.5K - $22K
|
16.5K
$3M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-143- 1.03% |
$19.6K - $22.2K
|
13.8K
$2.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-143- 1.33% |
$19.6K - $22.2K
|
10.6K
$1.92M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-154- 3.55% |
$21.2K - $23.9K
|
4.18K
$759K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-156- 0.2% |
$21.4K - $24.2K
|
79K
$14.3M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-164- 1.2% |
$22.5K - $25.4K
|
13.5K
$2.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-165- 22.24% |
$22.7K - $25.6K
|
577
$105K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
SELL
|
- |
-165- 99.4% |
$22.7K - $25.6K
|
1
$181
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-176- 57.52% |
$24.2K - $27.3K
|
130
$23.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-182- 3.11% |
$25K - $28.2K
|
5.66K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-183- 4.25% |
$25.1K - $28.4K
|
4.12K
$747K
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-184- 2.77% |
$25.3K - $28.5K
|
6.46K
$1.17M
|
|
|
Apr 04, 2023
Q1 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-185- 0.66% |
$25.4K - $28.7K
|
27.7K
$5.02M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-187- 8.57% |
$25.7K - $29K
|
2K
$362K
|
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-188- 3.76% |
$25.8K - $29.1K
|
4.82K
$873K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-191- 48.6% |
$26.2K - $29.6K
|
202
$36.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-197- 0.9% |
$27.1K - $30.5K
|
21.8K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-199- 3.8% |
$27.3K - $30.8K
|
5.04K
$914K
|
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-202- 3.3% |
$27.7K - $31.3K
|
5.92K
$1.07M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-207- 7.33% |
$28.4K - $32.1K
|
2.62K
$474K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-209- 0.6% |
$28.7K - $32.4K
|
34.8K
$6.31M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-217- 2.8% |
$29.8K - $33.6K
|
7.52K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-220- 0.7% |
$30.2K - $34.1K
|
31.2K
$5.66M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-224- 2.71% |
$30.8K - $34.7K
|
8.06K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
SELL
|
- |
-225- 7.91% |
$30.9K - $34.9K
|
2.62K
$475K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-229- 2.97% |
$31.5K - $35.5K
|
7.48K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-230- 0.68% |
$31.6K - $35.6K
|
33.7K
$6.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-239- 59.16% |
$32.8K - $37K
|
165
$29.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-245- 4.39% |
$33.7K - $38K
|
5.33K
$967K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-245- 4.5% |
$33.7K - $38K
|
5.2K
$944K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-254- 50.4% |
$34.9K - $39.4K
|
250
$45.3K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-259- 1.86% |
$35.6K - $40.1K
|
13.7K
$2.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-260- 8.77% |
$35.7K - $40.3K
|
2.71K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-266- 3.37% |
$36.5K - $41.2K
|
7.62K
$1.38M
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
SELL
|
- |
-269- 1.85% |
$36.9K - $41.7K
|
14.2K
$2.58M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-270- 1.78% |
$37.1K - $41.8K
|
14.9K
$2.7M
|