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 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
240+ 3.66% |
$33.5K - $35.9K
|
6.8K
$1.24M
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
236+ 6.97% |
$32.9K - $35.3K
|
3.62K
$662K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
232+ 178.46% |
$32.4K - $34.7K
|
362
$66.2K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
231+ 6.1% |
$32.2K - $34.6K
|
4.02K
$734K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
224+ 14.95% |
$31.3K - $33.5K
|
1.72K
$315K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
218+ 0.51% |
$30.4K - $32.6K
|
43.3K
$7.91M
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
213+ 2.33% |
$29.7K - $31.9K
|
9.37K
$1.71M
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
205+ 3.03% |
$28.6K - $30.7K
|
6.96K
$1.27M
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
205+ 1.16% |
$28.6K - $30.7K
|
17.9K
$3.27M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
204+ 7.86% |
$28.5K - $30.5K
|
2.8K
$511K
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
200+ 8.37% |
$27.9K - $29.9K
|
2.59K
$473K
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
195+ 1.36% |
$27.2K - $29.2K
|
14.5K
$2.65M
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
193+ 3.71% |
$26.9K - $28.9K
|
5.4K
$986K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
192+ 2.98% |
$26.8K - $28.7K
|
6.64K
$1.21M
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
188New |
$26.2K - $28.1K
|
188
$34.4K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
188+ 0.71% |
$26.2K - $28.1K
|
26.5K
$4.84M
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
184+ 2.85% |
$25.7K - $27.5K
|
6.65K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
183+ 1.51% |
$25.5K - $27.4K
|
12.3K
$2.25M
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
180+ 1.25% |
$25.1K - $26.9K
|
14.5K
$2.66M
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
175+ 0.14% |
$24.4K - $26.2K
|
123K
$22.5M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
167+ 0.94% |
$23.3K - $25K
|
17.9K
$3.27M
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
165+ 1.1% |
$23K - $24.7K
|
15.2K
$2.77M
|
|
Aug 14, 2023
Q2 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
156New |
$21.8K - $23.3K
|
156
$28.5K
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
156+ 1.2% |
$21.8K - $23.3K
|
13.2K
$2.41M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
153New |
$21.4K - $22.9K
|
153
$28K
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
152+ 10.09% |
$21.2K - $22.7K
|
1.66K
$303K
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
152+ 0.3% |
$21.2K - $22.7K
|
50.6K
$9.24M
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
150+ 1.71% |
$20.9K - $22.4K
|
8.91K
$1.63M
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
143+ 3.63% |
$20K - $21.4K
|
4.08K
$746K
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
133+ 5.91% |
$18.6K - $19.9K
|
2.39K
$436K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
132+ 17.01% |
$18.4K - $19.8K
|
908
$166K
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
126+ 48.84% |
$17.6K - $18.9K
|
384
$70.2K
|
|
Aug 04, 2023
Q2 2023
|
Gator Capital Management, LLC
|
BUY
|
- |
123+ 0.65% |
$17.2K - $18.4K
|
19K
$3.48M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
121+ 8.53% |
$16.9K - $18.1K
|
1.54K
$281K
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
117+ 5.14% |
$16.3K - $17.5K
|
2.39K
$437K
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
BUY
|
- |
115+ 0.24% |
$16.1K - $17.2K
|
48K
$8.77M
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 419.23% |
$15.2K - $16.3K
|
135
$24.7K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109+ 419.23% |
$15.2K - $16.3K
|
135
$24.7K
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
108New |
$15.1K - $16.2K
|
108
$19.7K
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
106+ 1.24% |
$14.8K - $15.9K
|
8.63K
$1.58M
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
105+ 1.34% |
$14.7K - $15.7K
|
7.91K
$1.45M
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
105+ 5.4% |
$14.7K - $15.7K
|
2.05K
$374K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
105+ 0.11% |
$14.7K - $15.7K
|
92.7K
$16.9M
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
101+ 4.38% |
$14.1K - $15.1K
|
2.41K
$440K
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
101+ 5.24% |
$14.1K - $15.1K
|
2.03K
$370K
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$14K - $15K
|
100
$18.3K
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
100+ 0.46% |
$14K - $15K
|
22.1K
$4.03M
|
|
Jul 18, 2023
Q2 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
99+ 1.72% |
$13.8K - $14.8K
|
5.85K
$1.07M
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
94+ 3.68% |
$13.1K - $14.1K
|
2.65K
$484K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
93+ 4.62% |
$13K - $13.9K
|
2.11K
$385K
|