Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-5- 0.91% |
$741 - $821
|
544
$98.5K
|
|
May 16, 2022
Q1 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-5Closed |
$741 - $821
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.33% |
$741 - $821
|
1.52K
$275K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-6- 3.31% |
$890 - $985
|
175
$31.7K
|
|
May 12, 2022
Q1 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-6- 0.28% |
$890 - $985
|
2.14K
$387K
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-7- 0.03% |
$1.04K - $1.15K
|
24.2K
$4.37M
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-7- 2.06% |
$1.04K - $1.15K
|
332
$60.1K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8- 0.15% |
$1.19K - $1.31K
|
5.41K
$980K
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-9- 1.36% |
$1.33K - $1.48K
|
653
$118K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9- 0.53% |
$1.33K - $1.48K
|
1.7K
$307K
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-10- 0.07% |
$1.48K - $1.64K
|
13.4K
$2.43M
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-12Closed |
$1.78K - $1.97K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-15- 0.03% |
$2.22K - $2.46K
|
43.7K
$7.91M
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-15Closed |
$2.22K - $2.46K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15- 0.3% |
$2.22K - $2.46K
|
4.97K
$900K
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-15- 0.3% |
$2.22K - $2.46K
|
4.97K
$900K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-18- 7.38% |
$2.67K - $2.96K
|
226
$40.9K
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-19- 0.37% |
$2.82K - $3.12K
|
5.06K
$916K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-20- 0.12% |
$2.97K - $3.28K
|
16.2K
$2.94M
|
|
Apr 29, 2022
Q1 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-21- 2.28% |
$3.11K - $3.45K
|
900
$163K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-25- 9.09% |
$3.71K - $4.11K
|
250
$45.3K
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-30- 0.21% |
$4.45K - $4.93K
|
14.1K
$2.54M
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-30- 66.67% |
$4.45K - $4.93K
|
15
$2.72K
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-30- 2.2% |
$4.45K - $4.93K
|
1.33K
$241K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-33- 1.74% |
$4.89K - $5.42K
|
1.87K
$338K
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-34- 0.54% |
$5.04K - $5.58K
|
6.3K
$1.14M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-35Closed |
$5.19K - $5.75K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 1.63% |
$5.93K - $6.57K
|
2.42K
$437K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-41- 0.34% |
$6.08K - $6.73K
|
11.9K
$2.15M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-41- 18.98% |
$6.08K - $6.73K
|
175
$31.7K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-44Closed |
$6.52K - $7.22K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-45- 0.41% |
$6.67K - $7.39K
|
10.9K
$1.97M
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.08% |
$7.26K - $8.05K
|
61.8K
$11.2M
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-49- 14.29% |
$7.26K - $8.05K
|
294
$53.2K
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-49- 3.57% |
$7.26K - $8.05K
|
1.32K
$240K
|
|
May 09, 2022
Q1 2022
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-50- 3.32% |
$7.41K - $8.21K
|
1.45K
$263K
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-56- 33.73% |
$8.3K - $9.2K
|
110
$19.9K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-56- 0.43% |
$8.3K - $9.2K
|
12.9K
$2.34M
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-57Closed |
$8.45K - $9.36K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-60- 3.52% |
$8.9K - $9.85K
|
1.65K
$298K
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-60- 0.42% |
$8.9K - $9.85K
|
14.3K
$2.59M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-61- 15.06% |
$9.04K - $10K
|
344
$62.3K
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-63- 0.71% |
$9.34K - $10.3K
|
8.76K
$1.59M
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-64- 2.88% |
$9.49K - $10.5K
|
2.16K
$390K
|
|
Apr 25, 2022
Q1 2022
|
Harbor Group, Inc.
|
SELL
|
- |
-65- 4.54% |
$9.64K - $10.7K
|
1.37K
$248K
|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-67- 4.02% |
$9.93K - $11K
|
1.6K
$290K
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-69- 20.29% |
$10.2K - $11.3K
|
271
$49.1K
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-72- 1.56% |
$10.7K - $11.8K
|
4.54K
$822K
|
|
May 13, 2022
Q1 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-75- 1.87% |
$11.1K - $12.3K
|
3.94K
$713K
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-75- 17.94% |
$11.1K - $12.3K
|
343
$62.1K
|