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 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.45K+ 12.14% |
$202K - $217K
|
13.4K
$2.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.44KNew |
$201K - $215K
|
1.44K
$263K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.44K+ 3.95% |
$200K - $215K
|
37.8K
$6.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.44K+ 41.65% |
$200K - $215K
|
4.88K
$893K
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.43K+ 0.96% |
$200K - $214K
|
151K
$27.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 4.17% |
$200K - $214K
|
35.7K
$6.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.43KNew |
$199K - $214K
|
1.43K
$261K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.43K+ 54.99% |
$199K - $213K
|
4.02K
$734K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.42KNew |
$198K - $212K
|
1.42K
$259K
|
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
1.41KNew |
$197K - $211K
|
1.41K
$258K
|
|
|
Aug 29, 2023
Q2 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.41KNew |
$197K - $211K
|
1.41K
$258K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.41KNew |
$196K - $211K
|
1.41K
$257K
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
1.38K+ 77.61% |
$193K - $207K
|
3.17K
$578K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.38KNew |
$193K - $207K
|
1.38K
$252K
|
|
|
Jul 10, 2023
Q2 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.38K+ 2.02% |
$193K - $206K
|
69.6K
$12.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.37KNew |
$191K - $205K
|
1.37K
$250K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.37KNew |
$191K - $204K
|
1.37K
$250K
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.35KNew |
$189K - $202K
|
1.35K
$247K
|
|
|
Jul 11, 2023
Q2 2023
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$188K - $202K
|
1.35K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 9.35% |
$188K - $202K
|
15.7K
$2.88M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.32K+ 17.7% |
$184K - $198K
|
8.78K
$1.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.31K+ 43.62% |
$183K - $196K
|
4.31K
$788K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.31K+ 1.97% |
$183K - $196K
|
67.7K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.3K+ 6.69% |
$182K - $195K
|
20.7K
$3.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.3K+ 197.27% |
$181K - $195K
|
1.96K
$358K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.3KNew |
$181K - $195K
|
1.3K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Chai Trust CO LLC
Chicago, IL |
BUY
|
- |
1.3K+ 0.79% |
$181K - $194K
|
166K
$30.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
1.3K+ 12.41% |
$181K - $194K
|
11.7K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
1.28K+ 12.6% |
$178K - $191K
|
11.4K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.26K+ 29.65% |
$176K - $189K
|
5.51K
$1.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
BUY
|
- |
1.24K+ 15.91% |
$174K - $186K
|
9.07K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.24K+ 7.79% |
$173K - $186K
|
17.2K
$3.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.23K+ 100.16% |
$172K - $184K
|
2.46K
$450K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1.23K+ 26.9% |
$172K - $184K
|
5.8K
$1.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.23K+ 43.18% |
$171K - $184K
|
4.07K
$744K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
BUY
|
- |
1.22K+ 24.34% |
$170K - $183K
|
6.23K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.22K+ 16.15% |
$170K - $182K
|
8.76K
$1.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.21K+ 735.15% |
$169K - $182K
|
1.38K
$252K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.2KNew |
$168K - $180K
|
1.2K
$219K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.19K+ 0.23% |
$166K - $178K
|
515K
$94.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.18K+ 69.77% |
$164K - $176K
|
2.86K
$523K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.15K+ 1.64% |
$160K - $171K
|
71.1K
$13M
|
|
|
Jul 20, 2023
Q2 2023
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.15K+ 3.28% |
$160K - $171K
|
36.1K
$6.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.14K+ 4.35% |
$159K - $171K
|
27.4K
$5.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.14K+ 51.82% |
$159K - $170K
|
3.33K
$608K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.14K+ 5.11% |
$158K - $170K
|
23.4K
$4.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.13K+ 60.78% |
$157K - $169K
|
2.98K
$545K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
1.08K+ 38.98% |
$150K - $161K
|
3.84K
$702K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.07K+ 6.67% |
$149K - $160K
|
17.1K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.06K+ 5.84% |
$147K - $158K
|
19.1K
$3.5M
|