Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
America First Investment Advisors, LLC
|
BUY
|
- |
218+ 9.38% |
$33.5K - $36.9K
|
2.54K
$449K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
217+ 4.51% |
$33.4K - $36.8K
|
5.03K
$888K
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
216+ 1.96% |
$33.2K - $36.6K
|
11.2K
$1.99M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
214+ 9.28% |
$32.9K - $36.2K
|
2.52K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
212New |
$32.6K - $35.9K
|
212
$37.5K
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
209+ 0.37% |
$32.2K - $35.4K
|
56.7K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
208+ 0.88% |
$32K - $35.2K
|
23.8K
$4.2M
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
202+ 1.18% |
$31.1K - $34.2K
|
17.4K
$3.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Kirr Marbach & CO LLC
|
BUY
|
- |
200+ 10.05% |
$30.8K - $33.9K
|
2.19K
$387K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
200+ 1.62% |
$30.8K - $33.9K
|
12.5K
$2.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
197+ 5.21% |
$30.3K - $33.4K
|
3.98K
$703K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 14.85% |
$30.2K - $33.2K
|
1.52K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
195+ 5.09% |
$30K - $33K
|
4.03K
$712K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
190+ 1.44% |
$29.2K - $32.2K
|
13.4K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
182+ 12.26% |
$28K - $30.8K
|
1.67K
$294K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
181+ 1.08% |
$27.8K - $30.7K
|
16.9K
$2.99M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
180+ 5.84% |
$27.7K - $30.5K
|
3.26K
$576K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
178+ 0.06% |
$27.4K - $30.1K
|
315K
$55.6M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
172+ 3.58% |
$26.5K - $29.1K
|
4.98K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
170+ 3.9% |
$26.2K - $28.8K
|
4.52K
$799K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
169+ 1.13% |
$26K - $28.6K
|
15.1K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
161+ 6.0% |
$24.8K - $27.3K
|
2.84K
$502K
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
159+ 8.09% |
$24.5K - $26.9K
|
2.12K
$375K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
158New |
$24.3K - $26.8K
|
158
$27.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
157New |
$24.2K - $26.6K
|
157
$27.7K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
151+ 1.81% |
$23.2K - $25.6K
|
8.47K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
150+ 2.9% |
$23.1K - $25.4K
|
5.32K
$940K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
150+ 2.45% |
$23.1K - $25.4K
|
6.28K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150New |
$23.1K - $25.4K
|
150
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
147+ 3.83% |
$22.6K - $24.9K
|
3.99K
$704K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
141+ 0.88% |
$21.7K - $23.9K
|
16.2K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
141+ 0.61% |
$21.7K - $23.9K
|
23.3K
$4.11M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
136+ 3.87% |
$20.9K - $23K
|
3.65K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
129+ 3.3% |
$19.8K - $21.8K
|
4.04K
$713K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
BUY
|
- |
125+ 3.08% |
$19.2K - $21.2K
|
4.19K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
124+ 0.05% |
$19.1K - $21K
|
235K
$41.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
121+ 2.41% |
$18.6K - $20.5K
|
5.14K
$907K
|
|
|
Apr 30, 2024
Q1 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
118+ 0.91% |
$18.2K - $20K
|
13.1K
$2.31M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
113+ 0.47% |
$17.4K - $19.1K
|
24.4K
$4.3M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
112+ 8.83% |
$17.2K - $19K
|
1.38K
$244K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
111+ 6.27% |
$17.1K - $18.8K
|
1.88K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
108+ 0.64% |
$16.6K - $18.3K
|
17K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 0.89% |
$16.5K - $18.1K
|
12.1K
$2.15M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
105New |
$16.2K - $17.8K
|
105
$18.5K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Forward, LLC
Fargo, ND |
BUY
|
- |
102+ 0.08% |
$15.7K - $17.3K
|
125K
$22.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
101New |
$15.5K - $17.1K
|
101
$17.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
100+ 7.75% |
$15.4K - $16.9K
|
1.39K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
BUY
|
- |
100+ 0.72% |
$15.4K - $16.9K
|
14K
$2.47M
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
99+ 6.2% |
$15.2K - $16.8K
|
1.7K
$299K
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
BUY
|
- |
99+ 1.68% |
$15.2K - $16.8K
|
5.98K
$1.06M
|