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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.05KNew |
$390K - $454K
|
3.05K
$557K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.05KNew |
$390K - $454K
|
3.05K
$556K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.01K+ 19.84% |
$385K - $449K
|
18.2K
$3.32M
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.98K+ 83.7% |
$382K - $445K
|
6.55K
$1.2M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.98KNew |
$382K - $444K
|
2.98K
$545K
|
|
|
Jan 10, 2023
Q4 2022
|
Mcia Inc
|
BUY
|
- |
2.97K+ 2.98% |
$381K - $443K
|
103K
$18.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
2.97K+ 15.37% |
$380K - $442K
|
22.3K
$4.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
2.92K+ 12.82% |
$374K - $435K
|
25.7K
$4.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
2.9K+ 5.15% |
$371K - $432K
|
59.2K
$10.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
2.9KNew |
$371K - $432K
|
2.9K
$529K
|
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.82KNew |
$361K - $421K
|
2.82K
$516K
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.8KNew |
$359K - $418K
|
2.8K
$512K
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.73K+ 6.8% |
$350K - $407K
|
42.9K
$7.84M
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.72K+ 8.69% |
$348K - $405K
|
34K
$6.22M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.7K+ 1.31% |
$346K - $402K
|
208K
$38.1M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.67K+ 36.34% |
$342K - $398K
|
10K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.67K+ 75.2% |
$342K - $398K
|
6.22K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.66K+ 8.7% |
$341K - $397K
|
33.3K
$6.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2.66K+ 18.58% |
$340K - $396K
|
17K
$3.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.64KNew |
$338K - $394K
|
2.64K
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.6K+ 12.0% |
$333K - $387K
|
24.3K
$4.43M
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
2.6K+ 9.51% |
$332K - $387K
|
29.9K
$5.46M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.6KNew |
$332K - $387K
|
2.6K
$474K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2.55K+ 12.33% |
$326K - $380K
|
23.2K
$4.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.55K+ 8.9% |
$326K - $380K
|
31.2K
$5.7M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.54KNew |
$325K - $378K
|
2.54K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$323K - $376K
|
2.53K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.46KNew |
$315K - $367K
|
2.46K
$450K
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.41K+ 76.35% |
$308K - $359K
|
5.56K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 1254.45% |
$307K - $357K
|
2.59K
$473K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.39K+ 7.56% |
$305K - $355K
|
34K
$6.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
2.34K+ 30.26% |
$300K - $349K
|
10.1K
$1.84M
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.34K+ 106.38% |
$299K - $348K
|
4.53K
$828K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.28K+ 12.01% |
$292K - $340K
|
21.3K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.26KNew |
$289K - $337K
|
2.26K
$413K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.24KNew |
$286K - $333K
|
2.24K
$409K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$281K - $328K
|
2.2K
$402K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.2K+ 1.62% |
$281K - $327K
|
138K
$25.2M
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
BUY
|
- |
2.19KNew |
$280K - $327K
|
2.19K
$400K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.19KNew |
$280K - $326K
|
2.19K
$400K
|
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
2.17K+ 114.88% |
$278K - $323K
|
4.06K
$742K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.17K+ 1.11% |
$277K - $323K
|
198K
$36.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.15KNew |
$276K - $321K
|
2.15K
$393K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.14KNew |
$274K - $320K
|
2.14K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.12KNew |
$271K - $315K
|
2.12K
$387K
|
|
|
Feb 14, 2023
Q4 2022
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.05KNew |
$263K - $306K
|
2.05K
$375K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.04K+ 13.25% |
$261K - $304K
|
17.5K
$3.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.04K+ 1.88% |
$261K - $304K
|
111K
$20.2M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.03K+ 47.1% |
$260K - $302K
|
6.33K
$1.16M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.03KNew |
$259K - $302K
|
2.03K
$370K
|