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
|
V Wealth Advisors LLC
|
BUY
|
- |
7.9K+ 15.53% |
$1.01M - $1.18M
|
58.8K
$10.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.82K+ 7.14% |
$1M - $1.16M
|
117K
$21.4M
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
7.79KNew |
$997K - $1.16M
|
7.79K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.77KNew |
$995K - $1.16M
|
7.77K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
7.73KNew |
$990K - $1.15M
|
7.73K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
7.71KNew |
$987K - $1.15M
|
7.71K
$1.41M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.7K+ 11.22% |
$985K - $1.15M
|
76.3K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.68KNew |
$983K - $1.14M
|
7.68K
$1.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
7.66K+ 107.7% |
$981K - $1.14M
|
14.8K
$2.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
7.63KNew |
$977K - $1.14M
|
7.63K
$1.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
7.62KNew |
$976K - $1.14M
|
7.62K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
BUY
|
- |
7.54K+ 17.42% |
$965K - $1.12M
|
50.8K
$9.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.45K+ 247.67% |
$953K - $1.11M
|
10.5K
$1.91M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.33K+ 29.19% |
$938K - $1.09M
|
32.4K
$5.93M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.24K+ 4.55% |
$927K - $1.08M
|
166K
$30.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
7KNew |
$897K - $1.04M
|
7K
$1.28M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
6.95KNew |
$889K - $1.04M
|
6.95K
$1.27M
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.94K+ 157.12% |
$888K - $1.03M
|
11.4K
$2.08M
|
|
|
Feb 06, 2023
Q4 2022
|
Tmd Wealth Management, LLC
|
BUY
|
- |
6.85KNew |
$877K - $1.02M
|
6.85K
$1.25M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.82K+ 75.13% |
$873K - $1.02M
|
15.9K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
6.7K+ 46.86% |
$858K - $999K
|
21K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
6.7KNew |
$857K - $998K
|
6.7K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
6.64K+ 2.76% |
$850K - $990K
|
247K
$45.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
6.58K+ 356.31% |
$842K - $981K
|
8.43K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.54K+ 9.79% |
$838K - $975K
|
73.4K
$13.4M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
6.49K+ 7.76% |
$831K - $967K
|
90.1K
$16.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.45K+ 848.95% |
$826K - $962K
|
7.21K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
6.43KNew |
$823K - $958K
|
6.43K
$1.17M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.16K+ 7.47% |
$789K - $918K
|
88.6K
$16.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.1K+ 6.09% |
$781K - $909K
|
106K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
5.93K+ 80.36% |
$759K - $883K
|
13.3K
$2.43M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.88K+ 13.63% |
$752K - $876K
|
49K
$8.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.83K+ 7.69% |
$746K - $869K
|
81.6K
$14.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.82KNew |
$745K - $867K
|
5.82K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.81K+ 11.84% |
$744K - $866K
|
54.9K
$10M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.8K+ 8.8% |
$743K - $865K
|
71.7K
$13.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
5.77KNew |
$738K - $859K
|
5.77K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.77K+ 4.87% |
$738K - $859K
|
124K
$22.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
5.76KNew |
$737K - $858K
|
5.76K
$1.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
5.76K+ 9.17% |
$737K - $858K
|
68.5K
$12.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
5.74KNew |
$735K - $856K
|
5.74K
$1.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
5.7K+ 19.06% |
$729K - $849K
|
35.6K
$6.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.7K+ 10.08% |
$729K - $849K
|
62.2K
$11.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.69K+ 13.01% |
$728K - $848K
|
49.4K
$9.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
BUY
|
- |
5.65KNew |
$723K - $842K
|
5.65K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.52K+ 32.17% |
$706K - $822K
|
22.7K
$4.14M
|
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.45KNew |
$698K - $812K
|
5.45K
$996K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5.37K+ 2.25% |
$688K - $801K
|
245K
$44.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Congress Park Capital LLC
|
BUY
|
- |
5.26KNew |
$673K - $784K
|
5.26K
$961K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
5.25KNew |
$672K - $782K
|
5.25K
$959K
|