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 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
60+ 0.4% |
$8.24K - $9.3K
|
15K
$2.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
58+ 0.69% |
$7.97K - $8.99K
|
8.49K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
55+ 1.2% |
$7.55K - $8.52K
|
4.64K
$839K
|
|
|
Apr 19, 2023
Q1 2023
|
Prairiewood Capital, LLC
|
BUY
|
- |
52+ 0.25% |
$7.14K - $8.06K
|
20.8K
$3.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
51+ 0.62% |
$7K - $7.9K
|
8.24K
$1.49M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
50+ 1.44% |
$6.87K - $7.75K
|
3.53K
$638K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
49+ 0.15% |
$6.73K - $7.59K
|
33.2K
$6M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
48+ 1.22% |
$6.59K - $7.44K
|
3.98K
$721K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
48New |
$6.59K - $7.44K
|
48
$8.69K
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
47+ 1.09% |
$6.46K - $7.28K
|
4.36K
$790K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
44+ 0.09% |
$6.04K - $6.82K
|
50.8K
$9.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
44+ 0.11% |
$6.04K - $6.82K
|
38.5K
$6.96M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
44+ 0.66% |
$6.04K - $6.82K
|
6.75K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
41+ 0.05% |
$5.63K - $6.35K
|
84.6K
$15.3M
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
41+ 0.34% |
$5.63K - $6.35K
|
12.3K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
40New |
$5.49K - $6.2K
|
40
$7.24K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
40+ 0.71% |
$5.49K - $6.2K
|
5.67K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
39+ 1.83% |
$5.36K - $6.04K
|
2.17K
$392K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37New |
$5.08K - $5.73K
|
37
$6.7K
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
37+ 0.28% |
$5.08K - $5.73K
|
13K
$2.36M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
37New |
$5.08K - $5.73K
|
37
$6.7K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
35+ 0.77% |
$4.81K - $5.42K
|
4.57K
$827K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32+ 0.44% |
$4.4K - $4.96K
|
7.24K
$1.31M
|
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
31+ 2.14% |
$4.26K - $4.8K
|
1.48K
$268K
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
30+ 0.5% |
$4.12K - $4.65K
|
5.98K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
29+ 0.45% |
$3.98K - $4.49K
|
6.5K
$1.18M
|
|
|
Apr 13, 2023
Q1 2023
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
27+ 0.48% |
$3.71K - $4.18K
|
5.68K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
26+ 0.39% |
$3.57K - $4.03K
|
6.62K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
25+ 0.49% |
$3.43K - $3.87K
|
5.12K
$928K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
21+ 0.79% |
$2.88K - $3.25K
|
2.69K
$487K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
20+ 0.12% |
$2.75K - $3.1K
|
16.5K
$2.99M
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
19+ 0.4% |
$2.61K - $2.94K
|
4.77K
$864K
|
|
|
Apr 20, 2023
Q1 2023
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
18+ 0.44% |
$2.47K - $2.79K
|
4.15K
$751K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
17+ 0.54% |
$2.33K - $2.63K
|
3.17K
$574K
|
|
|
May 02, 2023
Q1 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.48% |
$2.33K - $2.63K
|
3.54K
$641K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16+ 0.24% |
$2.2K - $2.48K
|
6.66K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
BUY
|
- |
14+ 0.03% |
$1.92K - $2.17K
|
55.7K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
13+ 0.5% |
$1.79K - $2.01K
|
2.6K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
13+ 0.48% |
$1.79K - $2.01K
|
2.71K
$491K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12+ 0.09% |
$1.65K - $1.86K
|
13.8K
$2.5M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 0.39% |
$1.65K - $1.86K
|
3.06K
$554K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
11+ 0.42% |
$1.51K - $1.7K
|
2.63K
$475K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10+ 0.33% |
$1.37K - $1.55K
|
3.07K
$557K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
10+ 0.23% |
$1.37K - $1.55K
|
4.29K
$776K
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
10+ 0.59% |
$1.37K - $1.55K
|
1.72K
$311K
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
10+ 0.64% |
$1.37K - $1.55K
|
1.58K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.25% |
$1.37K - $1.55K
|
4.08K
$738K
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.47% |
$1.24K - $1.39K
|
1.93K
$349K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
9+ 0.4% |
$1.24K - $1.39K
|
2.27K
$410K
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
9+ 0.52% |
$1.24K - $1.39K
|
1.73K
$313K
|