Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
162+ 4.84% |
$22.3K - $25.1K
|
3.51K
$635K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
BUY
|
- |
160+ 1.57% |
$22K - $24.8K
|
10.4K
$1.88M
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
159+ 3.44% |
$21.8K - $24.6K
|
4.78K
$866K
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
158New |
$21.7K - $24.5K
|
158
$28.6K
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
155+ 7.82% |
$21.3K - $24K
|
2.14K
$387K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.75% |
$21.3K - $24K
|
8.99K
$1.63M
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
153+ 0.55% |
$21K - $23.7K
|
28K
$5.07M
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
148+ 115.63% |
$20.3K - $22.9K
|
276
$50K
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
148+ 115.63% |
$20.3K - $22.9K
|
276
$50K
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
146New |
$20.1K - $22.6K
|
146
$26.4K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
140+ 1.57% |
$19.2K - $21.7K
|
9.04K
$1.64M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
135+ 28.24% |
$18.5K - $20.9K
|
613
$111K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
135+ 2.1% |
$18.5K - $20.9K
|
6.56K
$1.19M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
135+ 28.24% |
$18.5K - $20.9K
|
613
$111K
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
BUY
|
- |
128+ 1.66% |
$17.6K - $19.8K
|
7.82K
$1.42M
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
127+ 1.67% |
$17.4K - $19.7K
|
7.72K
$1.4M
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
126+ 6.55% |
$17.3K - $19.5K
|
2.05K
$371K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
125New |
$17.2K - $19.4K
|
125
$22.6K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
123+ 4.82% |
$16.9K - $19.1K
|
2.67K
$484K
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
117+ 1.86% |
$16.1K - $18.1K
|
6.41K
$1.16M
|
|
Apr 12, 2023
Q1 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
116+ 1.44% |
$15.9K - $18K
|
8.17K
$1.48M
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
110+ 1.19% |
$15.1K - $17K
|
9.37K
$1.7M
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
108+ 27.55% |
$14.8K - $16.7K
|
500
$90.5K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
104+ 2.37% |
$14.3K - $16.1K
|
4.5K
$814K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
102+ 3.41% |
$14K - $15.8K
|
3.1K
$561K
|
|
Apr 06, 2023
Q1 2023
|
Adirondack Retirement Specialists, Inc.
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$18.1K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$18.1K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
100+ 3.96% |
$13.7K - $15.5K
|
2.62K
$475K
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
100New |
$13.7K - $15.5K
|
100
$18.1K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
100+ 2.99% |
$13.7K - $15.5K
|
3.45K
$624K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100+ 60.61% |
$13.7K - $15.5K
|
265
$48K
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
99+ 2.48% |
$13.6K - $15.3K
|
4.1K
$742K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
97+ 1.51% |
$13.3K - $15K
|
6.51K
$1.18M
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
97+ 4.39% |
$13.3K - $15K
|
2.31K
$418K
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
86+ 5.04% |
$11.8K - $13.3K
|
1.79K
$325K
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
78+ 0.08% |
$10.7K - $12.1K
|
93K
$16.8M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
74+ 2.63% |
$10.2K - $11.5K
|
2.89K
$523K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
73+ 3.01% |
$10K - $11.3K
|
2.5K
$452K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
70+ 0.72% |
$9.61K - $10.8K
|
9.77K
$1.77M
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
69+ 0.13% |
$9.48K - $10.7K
|
54.9K
$9.95M
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
66+ 1.26% |
$9.07K - $10.2K
|
5.31K
$962K
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
66+ 0.44% |
$9.07K - $10.2K
|
15.1K
$2.74M
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
66+ 600.0% |
$9.07K - $10.2K
|
77
$13.9K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
65New |
$8.93K - $10.1K
|
65
$11.8K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
65+ 0.65% |
$8.93K - $10.1K
|
10K
$1.81M
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
64+ 0.59% |
$8.79K - $9.92K
|
10.9K
$1.98M
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
63+ 1.35% |
$8.65K - $9.76K
|
4.72K
$855K
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
63+ 0.12% |
$8.65K - $9.76K
|
52.7K
$9.55M
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
62+ 0.5% |
$8.52K - $9.61K
|
12.4K
$2.25M
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60New |
$8.24K - $9.3K
|
60
$10.9K
|