Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
56+ 1.31% |
$7.17K - $8.35K
|
4.34K
$793K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
54+ 0.96% |
$6.91K - $8.05K
|
5.66K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
53+ 2.25% |
$6.79K - $7.9K
|
2.41K
$440K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
52+ 2.08% |
$6.66K - $7.75K
|
2.55K
$466K
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
BUY
|
- |
52+ 0.4% |
$6.66K - $7.75K
|
13K
$2.37M
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
BUY
|
- |
50+ 0.47% |
$6.4K - $7.45K
|
10.7K
$1.96M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
50+ 0.41% |
$6.4K - $7.45K
|
12.3K
$2.26M
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
48+ 1.55% |
$6.14K - $7.15K
|
3.15K
$575K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
48+ 1.08% |
$6.14K - $7.15K
|
4.48K
$818K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
45New |
$5.76K - $6.71K
|
45
$8.22K
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
BUY
|
- |
43+ 0.09% |
$5.5K - $6.41K
|
46.8K
$8.54M
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
43+ 0.35% |
$5.5K - $6.41K
|
12.2K
$2.23M
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
42+ 0.77% |
$5.38K - $6.26K
|
5.53K
$1.01M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40New |
$5.12K - $5.96K
|
40
$7.31K
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
39+ 0.04% |
$4.99K - $5.81K
|
107K
$19.5M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
33New |
$4.22K - $4.92K
|
33
$6.03K
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
31+ 0.41% |
$3.97K - $4.62K
|
7.6K
$1.39M
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
25+ 41.67% |
$3.2K - $3.73K
|
85
$15.5K
|
|
Feb 07, 2023
Q4 2022
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
24+ 0.4% |
$3.07K - $3.58K
|
5.95K
$1.09M
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
23+ 0.12% |
$2.94K - $3.43K
|
18.9K
$3.46M
|
|
Jan 25, 2023
Q4 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
23+ 0.41% |
$2.94K - $3.43K
|
5.65K
$1.03M
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
22+ 0.31% |
$2.82K - $3.28K
|
7.21K
$1.32M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
21New |
$2.69K - $3.13K
|
21
$3.84K
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
21+ 16.67% |
$2.69K - $3.13K
|
147
$26.9K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
21+ 0.41% |
$2.69K - $3.13K
|
5.1K
$932K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
20+ 1.13% |
$2.56K - $2.98K
|
1.79K
$327K
|
|
Jan 23, 2023
Q4 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
20+ 0.42% |
$2.56K - $2.98K
|
4.75K
$867K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
18+ 0.22% |
$2.3K - $2.68K
|
8.19K
$1.5M
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
17+ 0.37% |
$2.18K - $2.53K
|
4.61K
$843K
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
15+ 0.44% |
$1.92K - $2.24K
|
3.4K
$621K
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
15+ 0.43% |
$1.92K - $2.24K
|
3.52K
$644K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
15+ 0.57% |
$1.92K - $2.24K
|
2.63K
$481K
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
13+ 0.33% |
$1.66K - $1.94K
|
3.94K
$719K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 0.59% |
$1.28K - $1.49K
|
1.71K
$312K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
10+ 2.99% |
$1.28K - $1.49K
|
345
$63K
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
9+ 0.35% |
$1.15K - $1.34K
|
2.61K
$478K
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
9+ 0.45% |
$1.15K - $1.34K
|
2.02K
$370K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8+ 0.27% |
$1.02K - $1.19K
|
3.01K
$549K
|
|
Jan 20, 2023
Q4 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
8+ 0.42% |
$1.02K - $1.19K
|
1.92K
$350K
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
8+ 0.48% |
$1.02K - $1.19K
|
1.66K
$304K
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.39% |
$896 - $1.04K
|
1.78K
$326K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7+ 0.41% |
$896 - $1.04K
|
1.72K
$314K
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
7+ 0.3% |
$896 - $1.04K
|
2.3K
$421K
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.17% |
$896 - $1.04K
|
4.07K
$743K
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
7+ 0.41% |
$896 - $1.04K
|
1.72K
$315K
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.09% |
$640 - $745
|
5.63K
$1.03M
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
5+ 0.28% |
$640 - $745
|
1.81K
$330K
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4+ 0.12% |
$512 - $596
|
3.45K
$631K
|
|
Jan 09, 2023
Q4 2022
|
Founders Capital Management
|
BUY
|
- |
2+ 0.07% |
$256 - $298
|
2.67K
$488K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2+ 0.05% |
$256 - $298
|
4.29K
$785K
|