Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
542+ 2.21% |
$75.7K - $81.1K
|
25K
$4.57M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
542+ 2.08% |
$75.7K - $81.1K
|
26.7K
$4.87M
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
539+ 1382.05% |
$75.2K - $80.7K
|
578
$106K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
522+ 35.06% |
$72.9K - $78.1K
|
2.01K
$367K
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
518+ 3.31% |
$72.3K - $77.5K
|
16.2K
$2.95M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
505New |
$70.5K - $75.6K
|
505
$92.3K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
487+ 11.18% |
$68K - $72.9K
|
4.84K
$885K
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
487+ 15.35% |
$68K - $72.9K
|
3.66K
$669K
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
486+ 1.97% |
$67.9K - $72.7K
|
25.2K
$4.61M
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
476+ 9.96% |
$66.5K - $71.2K
|
5.26K
$960K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
456+ 5.07% |
$63.7K - $68.2K
|
9.45K
$1.73M
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
450+ 13.38% |
$62.8K - $67.3K
|
3.81K
$697K
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
443+ 4.45% |
$61.8K - $66.3K
|
10.4K
$1.9M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
417New |
$58.2K - $62.4K
|
417
$76.2K
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
404+ 7.61% |
$56.4K - $60.5K
|
5.71K
$1.04M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
403New |
$56.3K - $60.3K
|
403
$73.6K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
394+ 2.42% |
$55K - $59K
|
16.7K
$3.05M
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
392+ 9.84% |
$54.7K - $58.7K
|
4.38K
$800K
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
384+ 27.18% |
$53.6K - $57.5K
|
1.8K
$328K
|
|
Jul 27, 2023
Q2 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
379+ 6.68% |
$52.9K - $56.7K
|
6.05K
$1.11M
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
372+ 8.34% |
$51.9K - $55.7K
|
4.83K
$883K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
365+ 4.28% |
$51K - $54.6K
|
8.89K
$1.62M
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
363+ 13.85% |
$50.7K - $54.3K
|
2.98K
$545K
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
362+ 0.33% |
$50.5K - $54.2K
|
109K
$19.9M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
353New |
$49.3K - $52.8K
|
353
$64.5K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
350+ 6.22% |
$48.9K - $52.4K
|
5.98K
$1.09M
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
346+ 2.52% |
$48.3K - $51.8K
|
14.1K
$2.57M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
344+ 16.79% |
$48K - $51.5K
|
2.39K
$437K
|
|
Aug 08, 2023
Q2 2023
|
Unconventional Investor, LLC
|
BUY
|
- |
340+ 16.82% |
$47.5K - $50.9K
|
2.36K
$432K
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
336+ 9.53% |
$46.9K - $50.3K
|
3.86K
$706K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
330New |
$46.1K - $49.4K
|
330
$60.3K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
325New |
$45.4K - $48.6K
|
325
$59.4K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
321+ 21.41% |
$44.8K - $48K
|
1.82K
$333K
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
BUY
|
- |
321+ 0.32% |
$44.8K - $48K
|
102K
$18.6M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
317+ 9.84% |
$44.3K - $47.4K
|
3.54K
$646K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
310+ 6.76% |
$43.3K - $46.4K
|
4.9K
$895K
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
297+ 20.99% |
$41.5K - $44.4K
|
1.71K
$313K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
290+ 1.81% |
$40.5K - $43.4K
|
16.3K
$2.99M
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
276+ 15.16% |
$38.5K - $41.3K
|
2.1K
$383K
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
270+ 10.59% |
$37.7K - $40.4K
|
2.82K
$515K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
267+ 104.3% |
$37.3K - $40K
|
523
$95.6K
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
260+ 8.35% |
$36.3K - $38.9K
|
3.37K
$616K
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
260+ 3.62% |
$36.3K - $38.9K
|
7.44K
$1.36M
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
259New |
$36.2K - $38.8K
|
259
$47.3K
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
259+ 3.32% |
$36.2K - $38.8K
|
8.07K
$1.47M
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
256+ 0.19% |
$35.7K - $38.3K
|
137K
$25M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
256+ 6.21% |
$35.7K - $38.3K
|
4.38K
$800K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
256+ 1.93% |
$35.7K - $38.3K
|
13.5K
$2.47M
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
250+ 4.71% |
$34.9K - $37.4K
|
5.56K
$1.02M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
249+ 2.59% |
$34.8K - $37.3K
|
9.87K
$1.8M
|