Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-652- 24.24% |
$104K - $110K
|
2.04K
$373K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-656- 2.76% |
$104K - $110K
|
23.1K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-659- 66.23% |
$105K - $111K
|
336
$61.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-662- 12.28% |
$105K - $111K
|
4.73K
$865K
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-663- 8.09% |
$106K - $112K
|
7.54K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-663- 12.04% |
$106K - $112K
|
4.84K
$887K
|
|
|
Aug 13, 2024
Q2 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 18.48% |
$111K - $118K
|
3.09K
$565K
|
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-710- 2.15% |
$113K - $120K
|
32.3K
$5.91M
|
|
|
Aug 08, 2024
Q2 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-712- 0.37% |
$113K - $120K
|
194K
$35.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-714- 17.46% |
$114K - $120K
|
3.38K
$618K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-715- 8.28% |
$114K - $120K
|
7.92K
$1.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-722- 4.37% |
$115K - $122K
|
15.8K
$2.89M
|
|
|
Jul 25, 2024
Q2 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-731- 1.56% |
$116K - $123K
|
46.2K
$8.47M
|
|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-745- 5.64% |
$119K - $125K
|
12.5K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-751- 3.85% |
$120K - $126K
|
18.8K
$3.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-765- 0.46% |
$122K - $129K
|
165K
$30.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-767- 6.6% |
$122K - $129K
|
10.8K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-769- 4.77% |
$122K - $129K
|
15.4K
$2.81M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-773- 0.81% |
$123K - $130K
|
95.2K
$17.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-774- 6.08% |
$123K - $130K
|
12K
$2.19M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-774- 24.04% |
$123K - $130K
|
2.45K
$448K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-776- 2.2% |
$124K - $131K
|
34.6K
$6.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-777- 3.34% |
$124K - $131K
|
22.5K
$4.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-782- 7.9% |
$125K - $132K
|
9.12K
$1.67M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-786- 5.03% |
$125K - $132K
|
14.9K
$2.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-794- 9.87% |
$126K - $134K
|
7.25K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-798- 14.67% |
$127K - $134K
|
4.64K
$850K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-800- 10.98% |
$127K - $135K
|
6.49K
$1.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-805- 28.05% |
$128K - $136K
|
2.07K
$378K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-817- 5.86% |
$130K - $138K
|
13.1K
$2.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-833- 12.17% |
$133K - $140K
|
6.01K
$1.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-841- 8.09% |
$134K - $142K
|
9.56K
$1.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-843- 2.82% |
$134K - $142K
|
29.1K
$5.32M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-853- 6.37% |
$136K - $144K
|
12.5K
$2.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-860- 28.88% |
$137K - $145K
|
2.12K
$388K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-880- 2.01% |
$140K - $148K
|
42.8K
$7.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-898- 37.64% |
$143K - $151K
|
1.49K
$272K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-904- 22.22% |
$144K - $152K
|
3.16K
$579K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-923- 0.6% |
$147K - $155K
|
154K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-949- 7.67% |
$151K - $160K
|
11.4K
$2.09M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-963- 0.93% |
$153K - $162K
|
102K
$18.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-978- 13.26% |
$156K - $165K
|
6.4K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-984- 34.43% |
$157K - $166K
|
1.87K
$343K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1K- 11.1% |
$159K - $168K
|
8.01K
$1.47M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 22.61% |
$163K - $173K
|
3.51K
$642K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.03K- 12.24% |
$164K - $174K
|
7.41K
$1.36M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.05K- 39.0% |
$167K - $177K
|
1.64K
$300K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.06K- 1.01% |
$169K - $179K
|
104K
$19M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.1K- 6.25% |
$175K - $185K
|
16.5K
$3.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 42.33% |
$175K - $185K
|
1.5K
$275K
|