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 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-405- 1.74% |
$62.3K - $68.6K
|
22.9K
$4.04M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-406- 1.16% |
$62.5K - $68.8K
|
34.6K
$6.11M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-407- 19.75% |
$62.6K - $68.9K
|
1.65K
$292K
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-414- 7.1% |
$63.7K - $70.1K
|
5.42K
$957K
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-416- 19.48% |
$64K - $70.5K
|
1.72K
$304K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-420- 4.64% |
$64.6K - $71.1K
|
8.64K
$1.53M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-420- 0.82% |
$64.6K - $71.1K
|
51.1K
$9.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-421- 1.13% |
$64.8K - $71.3K
|
36.8K
$6.5M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-428- 2.51% |
$65.8K - $72.5K
|
16.6K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-434- 3.21% |
$66.8K - $73.5K
|
13.1K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-435- 21.3% |
$66.9K - $73.7K
|
1.61K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-439- 6.03% |
$67.5K - $74.4K
|
6.84K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-443- 0.64% |
$68.2K - $75K
|
69.2K
$12.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-444- 40.92% |
$68.3K - $75.2K
|
641
$113K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-445- 16.11% |
$68.5K - $75.4K
|
2.32K
$409K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-449- 17.31% |
$69.1K - $76K
|
2.15K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-456- 4.39% |
$70.2K - $77.2K
|
9.93K
$1.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-463- 6.28% |
$71.2K - $78.4K
|
6.91K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-466- 18.18% |
$71.7K - $78.9K
|
2.1K
$370K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-473- 28.15% |
$72.8K - $80.1K
|
1.21K
$213K
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-473- 1.73% |
$72.8K - $80.1K
|
26.9K
$4.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-482- 0.77% |
$74.2K - $81.6K
|
62.2K
$11M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-489- 10.24% |
$75.2K - $82.8K
|
4.29K
$757K
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-490- 9.25% |
$75.4K - $83K
|
4.81K
$850K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-500- 15.6% |
$76.9K - $84.7K
|
2.71K
$478K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-505- 1.64% |
$77.7K - $85.5K
|
30.3K
$5.35M
|
|
|
May 14, 2024
Q1 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-511- 27.89% |
$78.6K - $86.5K
|
1.32K
$233K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-518- 17.82% |
$79.7K - $87.7K
|
2.39K
$422K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-520- 28.03% |
$80K - $88.1K
|
1.34K
$236K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-528- 4.7% |
$81.2K - $89.4K
|
10.7K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-551- 2.31% |
$84.8K - $93.3K
|
23.3K
$4.11M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
SELL
|
- |
-554- 4.3% |
$85.2K - $93.8K
|
12.3K
$2.18M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-560- 11.05% |
$86.2K - $94.8K
|
4.51K
$797K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-562- 13.12% |
$86.5K - $95.2K
|
3.72K
$658K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-567- 9.66% |
$87.2K - $96K
|
5.3K
$937K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-570- 93.44% |
$87.7K - $96.5K
|
40
$7.07K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-578- 6.94% |
$88.9K - $97.9K
|
7.75K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-586- 5.76% |
$90.2K - $99.3K
|
9.59K
$1.69M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-588- 4.11% |
$90.5K - $99.6K
|
13.7K
$2.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-600- 23.08% |
$92.3K - $102K
|
2K
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-601- 1.74% |
$92.5K - $102K
|
33.9K
$5.98M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-628- 27.82% |
$96.6K - $106K
|
1.63K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-635- 4.38% |
$97.7K - $108K
|
13.9K
$2.45M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-645- 31.54% |
$99.2K - $109K
|
1.4K
$247K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-655- 8.41% |
$101K - $111K
|
7.13K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-666- 2.58% |
$102K - $113K
|
25.1K
$4.44M
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-669- 16.69% |
$103K - $113K
|
3.34K
$590K
|
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-669- 16.7% |
$103K - $113K
|
3.34K
$590K
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-692- 5.96% |
$106K - $117K
|
10.9K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-700- 30.43% |
$108K - $119K
|
1.6K
$283K
|