Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
42+ 1.2% |
$5.5K - $6.68K
|
3.54K
$641K
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
39+ 5.39% |
$5.1K - $6.2K
|
763
$138K
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
35+ 0.8% |
$4.58K - $5.56K
|
4.4K
$796K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
35+ 0.53% |
$4.58K - $5.56K
|
6.63K
$1.2M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
31+ 1.2% |
$4.06K - $4.93K
|
2.61K
$472K
|
|
Aug 12, 2022
Q2 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
31+ 40.26% |
$4.06K - $4.93K
|
108
$19.6K
|
|
Aug 12, 2022
Q2 2022
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
28+ 0.5% |
$3.66K - $4.45K
|
5.6K
$1.01M
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
28+ 0.4% |
$3.66K - $4.45K
|
7K
$1.27M
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
27+ 0.77% |
$3.53K - $4.29K
|
3.51K
$636K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
27+ 0.16% |
$3.53K - $4.29K
|
16.5K
$2.99M
|
|
Aug 08, 2022
Q2 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
27+ 0.51% |
$3.53K - $4.29K
|
5.33K
$965K
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
26+ 0.18% |
$3.4K - $4.13K
|
14.7K
$2.65M
|
|
Aug 08, 2022
Q2 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
25+ 0.93% |
$3.27K - $3.97K
|
2.7K
$489K
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
23+ 2.87% |
$3.01K - $3.66K
|
825
$149K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
22+ 4.58% |
$2.88K - $3.5K
|
502
$90.9K
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
22New |
$2.88K - $3.5K
|
22
$3.98K
|
|
Jul 21, 2022
Q2 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
22+ 0.58% |
$2.88K - $3.5K
|
3.82K
$691K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
22+ 0.7% |
$2.88K - $3.5K
|
3.18K
$576K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
21+ 0.98% |
$2.75K - $3.34K
|
2.17K
$393K
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
21+ 1.15% |
$2.75K - $3.34K
|
1.86K
$336K
|
|
Jul 21, 2022
Q2 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
20+ 0.78% |
$2.62K - $3.18K
|
2.6K
$470K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
BUY
|
- |
20+ 0.26% |
$2.62K - $3.18K
|
7.82K
$1.42M
|
|
Jul 28, 2022
Q2 2022
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.41% |
$2.49K - $3.02K
|
4.69K
$849K
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
17+ 0.41% |
$2.22K - $2.7K
|
4.13K
$748K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
15+ 0.43% |
$1.96K - $2.38K
|
3.53K
$639K
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
13+ 1.24% |
$1.7K - $2.07K
|
1.06K
$192K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
13+ 0.85% |
$1.7K - $2.07K
|
1.53K
$278K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
13+ 17.33% |
$1.7K - $2.07K
|
88
$15.9K
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
12New |
$1.57K - $1.91K
|
12
$2.17K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
11New |
$1.44K - $1.75K
|
11
$1.99K
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
11+ 0.09% |
$1.44K - $1.75K
|
11.9K
$2.16M
|
|
Jul 18, 2022
Q2 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
10+ 0.53% |
$1.31K - $1.59K
|
1.9K
$344K
|
|
Aug 12, 2022
Q2 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10+ 0.39% |
$1.31K - $1.59K
|
2.58K
$467K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
10+ 0.71% |
$1.31K - $1.59K
|
1.42K
$257K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
10+ 0.25% |
$1.31K - $1.59K
|
4.05K
$733K
|
|
Aug 12, 2022
Q2 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 0.29% |
$1.31K - $1.59K
|
3.49K
$632K
|
|
Jul 13, 2022
Q2 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
9+ 0.53% |
$1.18K - $1.43K
|
1.7K
$307K
|
|
Jul 27, 2022
Q2 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
9+ 0.29% |
$1.18K - $1.43K
|
3.11K
$563K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.53% |
$1.18K - $1.43K
|
1.71K
$309K
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
8+ 0.42% |
$1.05K - $1.27K
|
1.9K
$345K
|
|
Jul 15, 2022
Q2 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
8+ 0.4% |
$1.05K - $1.27K
|
1.99K
$361K
|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
7+ 0.24% |
$916 - $1.11K
|
2.88K
$521K
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 0.43% |
$916 - $1.11K
|
1.64K
$297K
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
6+ 0.03% |
$785 - $954
|
19.3K
$3.49M
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 0.45% |
$785 - $954
|
1.33K
$241K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6+ 2.65% |
$785 - $954
|
232
$42K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
5+ 5.38% |
$654 - $795
|
98
$17.7K
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
5+ 0.09% |
$654 - $795
|
5.54K
$1M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
5+ 0.14% |
$654 - $795
|
3.51K
$636K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
4+ 0.13% |
$523 - $636
|
3.02K
$546K
|