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 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-573- 0.68% |
$80K - $85.7K
|
84K
$15.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-592- 1.16% |
$82.6K - $88.6K
|
50.3K
$9.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-598- 10.11% |
$83.5K - $89.5K
|
5.32K
$964K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-608- 2.32% |
$84.9K - $91K
|
25.6K
$4.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Seelaus Asset Management LLC
|
SELL
|
- |
-610- 5.3% |
$85.2K - $91.3K
|
10.9K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-620- 2.58% |
$86.6K - $92.8K
|
23.4K
$4.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-650- 1.54% |
$90.7K - $97.3K
|
41.4K
$7.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-663- 92.86% |
$92.6K - $99.2K
|
51
$9.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-715- 1.36% |
$99.8K - $107K
|
51.9K
$9.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-717- 22.35% |
$100K - $107K
|
2.49K
$452K
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-725- 17.73% |
$101K - $108K
|
3.36K
$610K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-742- 10.02% |
$104K - $111K
|
6.66K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-761- 0.43% |
$106K - $114K
|
176K
$31.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-770- 30.86% |
$107K - $115K
|
1.73K
$313K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-802- 5.88% |
$112K - $120K
|
12.8K
$2.33M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-819- 1.34% |
$114K - $123K
|
60.3K
$10.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-821- 30.5% |
$115K - $123K
|
1.87K
$339K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-845- 9.01% |
$118K - $126K
|
8.54K
$1.55M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-872- 14.33% |
$122K - $130K
|
5.21K
$945K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-875- 48.77% |
$122K - $131K
|
919
$167K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-876- 73.18% |
$122K - $131K
|
321
$58.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-881- 2.7% |
$123K - $132K
|
31.7K
$5.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-900- 14.66% |
$126K - $135K
|
5.24K
$950K
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-911- 1.2% |
$127K - $136K
|
74.8K
$13.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-916- 7.07% |
$128K - $137K
|
12K
$2.18M
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-926- 6.5% |
$129K - $139K
|
13.3K
$2.41M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-934- 29.98% |
$130K - $140K
|
2.18K
$396K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-944- 1.36% |
$132K - $141K
|
68.4K
$12.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-947- 0.88% |
$132K - $142K
|
107K
$19.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-950- 5.31% |
$133K - $142K
|
16.9K
$3.07M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-955- 95.98% |
$133K - $143K
|
40
$7.25K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-958- 11.11% |
$134K - $143K
|
7.67K
$1.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-963- 19.42% |
$134K - $144K
|
4K
$725K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-971- 21.59% |
$136K - $145K
|
3.53K
$639K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-983- 0.95% |
$137K - $147K
|
102K
$18.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-988- 7.79% |
$138K - $148K
|
11.7K
$2.12M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-990- 27.05% |
$138K - $148K
|
2.67K
$484K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 5.92% |
$140K - $151K
|
16K
$2.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.01K- 5.82% |
$141K - $151K
|
16.3K
$2.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.02K- 3.95% |
$143K - $153K
|
24.9K
$4.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.08K- 7.44% |
$151K - $162K
|
13.5K
$2.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.09K- 29.64% |
$151K - $162K
|
2.58K
$467K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-1.09K- 7.4% |
$152K - $163K
|
13.7K
$2.48M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.11K- 6.12% |
$154K - $165K
|
16.9K
$3.07M
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.11K- 23.73% |
$156K - $167K
|
3.58K
$649K
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.13K- 3.23% |
$158K - $169K
|
34K
$6.16M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.15K- 10.12% |
$160K - $171K
|
10.2K
$1.84M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.15K- 7.59% |
$161K - $173K
|
14.1K
$2.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.17K- 7.06% |
$163K - $175K
|
15.4K
$2.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-1.18K- 2.17% |
$165K - $176K
|
53K
$9.62M
|