Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.32KNew |
$202K - $223K
|
1.32K
$239K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.3K+ 36.96% |
$200K - $221K
|
4.83K
$875K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.3K+ 39.55% |
$200K - $220K
|
4.59K
$831K
|
|
|
Apr 23, 2024
Q1 2024
|
Sky Investment Group LLC
|
BUY
|
- |
1.29KNew |
$198K - $218K
|
1.29K
$234K
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
1.29KNew |
$198K - $218K
|
1.29K
$234K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
1.28K+ 2.18% |
$197K - $217K
|
59.9K
$10.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.27K+ 3.94% |
$196K - $216K
|
33.6K
$6.09M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.27K+ 9.43% |
$196K - $216K
|
14.8K
$2.68M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.27K+ 142.28% |
$196K - $215K
|
2.17K
$393K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.27KNew |
$195K - $215K
|
1.27K
$230K
|
|
|
Apr 15, 2024
Q1 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1.27KNew |
$195K - $214K
|
1.27K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.27K+ 16.23% |
$195K - $214K
|
9.06K
$1.64M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1.26K+ 31.62% |
$194K - $213K
|
5.24K
$949K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.26KNew |
$193K - $213K
|
1.26K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
1.25K+ 72.17% |
$192K - $212K
|
2.98K
$540K
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
1.25KNew |
$192K - $212K
|
1.25K
$226K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.24KNew |
$191K - $210K
|
1.24K
$225K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.24KNew |
$190K - $209K
|
1.24K
$224K
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
1.23KNew |
$190K - $209K
|
1.23K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$188K - $207K
|
1.23K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
1.22KNew |
$188K - $207K
|
1.22K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
1.22KNew |
$188K - $207K
|
1.22K
$221K
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$188K - $206K
|
1.22K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.21K+ 64.41% |
$186K - $205K
|
3.09K
$560K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.2KNew |
$185K - $204K
|
1.2K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.2K+ 4.85% |
$185K - $204K
|
26K
$4.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.2K+ 18.8% |
$185K - $203K
|
7.59K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
1.2KNew |
$185K - $203K
|
1.2K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
1.2KNew |
$185K - $203K
|
1.2K
$217K
|
|
|
May 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
BUY
|
- |
1.2KNew |
$184K - $202K
|
1.2K
$217K
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.19K+ 7.41% |
$184K - $202K
|
17.3K
$3.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
1.19KNew |
$183K - $202K
|
1.19K
$216K
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1.19KNew |
$183K - $201K
|
1.19K
$215K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.19K+ 2.61% |
$183K - $201K
|
46.6K
$8.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.18K+ 5.17% |
$182K - $201K
|
24.1K
$4.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.18KNew |
$182K - $200K
|
1.18K
$214K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.18K+ 6.01% |
$182K - $200K
|
20.8K
$3.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.18KNew |
$182K - $200K
|
1.18K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.18K+ 2.87% |
$182K - $200K
|
42.3K
$7.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
1.16K+ 53.92% |
$178K - $196K
|
3.3K
$598K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.15K+ 3.65% |
$176K - $194K
|
32.5K
$5.89M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.14K+ 127.82% |
$175K - $192K
|
2.02K
$367K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.12K+ 0.14% |
$173K - $190K
|
780K
$141M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
1.12K+ 87.32% |
$172K - $189K
|
2.39K
$434K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.11K+ 27.82% |
$171K - $189K
|
5.12K
$928K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.1K+ 5.2% |
$169K - $186K
|
22.2K
$4.03M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.08K+ 22.78% |
$166K - $183K
|
5.83K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
1.08K+ 14.15% |
$165K - $182K
|
8.67K
$1.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1.06K+ 95.5% |
$163K - $180K
|
2.17K
$393K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 1.75% |
$163K - $180K
|
61.6K
$11.2M
|