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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-288Closed |
$37.7K - $45.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-292- 1.99% |
$38.2K - $46.4K
|
14.4K
$2.61M
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-298- 4.9% |
$39K - $47.4K
|
5.78K
$1.05M
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-300- 23.7% |
$39.3K - $47.7K
|
966
$175K
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-304- 4.79% |
$39.8K - $48.3K
|
6.05K
$1.09M
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-308- 0.67% |
$40.3K - $49K
|
45.6K
$8.26M
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-308- 0.56% |
$40.3K - $49K
|
54.6K
$9.88M
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-308- 60.27% |
$40.3K - $49K
|
203
$36.8K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-311- 8.07% |
$40.7K - $49.4K
|
3.54K
$642K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-325- 5.45% |
$42.5K - $51.7K
|
5.64K
$1.02M
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-331- 5.89% |
$43.3K - $52.6K
|
5.29K
$958K
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-336- 0.38% |
$44K - $53.4K
|
88.8K
$16.1M
|
|
Jul 29, 2022
Q2 2022
|
Gratus Capital LLC
|
SELL
|
- |
-350- 7.19% |
$45.8K - $55.6K
|
4.52K
$818K
|
|
Aug 11, 2022
Q2 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-350- 5.92% |
$45.8K - $55.6K
|
5.57K
$1.01M
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-354- 15.26% |
$46.3K - $56.3K
|
1.97K
$356K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-357- 1.65% |
$46.7K - $56.7K
|
21.3K
$3.86M
|
|
Jul 27, 2022
Q2 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-360- 9.2% |
$47.1K - $57.2K
|
3.55K
$643K
|
|
Aug 08, 2022
Q2 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-366- 17.14% |
$47.9K - $58.2K
|
1.77K
$320K
|
|
Aug 08, 2022
Q2 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-370- 10.36% |
$48.4K - $58.8K
|
3.2K
$579K
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-370- 1.5% |
$48.4K - $58.8K
|
24.2K
$4.39M
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-373- 8.05% |
$48.8K - $59.3K
|
4.26K
$771K
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-390- 12.58% |
$51K - $62K
|
2.71K
$491K
|
|
Aug 05, 2022
Q2 2022
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-395- 10.03% |
$51.7K - $62.8K
|
3.54K
$642K
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-396- 4.76% |
$51.8K - $62.9K
|
7.92K
$1.43M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-400- 38.95% |
$52.3K - $63.6K
|
627
$114K
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-402- 3.87% |
$52.6K - $63.9K
|
9.98K
$1.81M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-403- 0.48% |
$52.7K - $64.1K
|
83.3K
$15.1M
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-430- 6.69% |
$56.3K - $68.4K
|
6K
$1.09M
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-430- 17.36% |
$56.3K - $68.4K
|
2.05K
$371K
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-445Closed |
$58.2K - $70.7K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-456- 0.25% |
$59.7K - $72.5K
|
180K
$32.5M
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-459- 1.53% |
$60.1K - $73K
|
29.6K
$5.36M
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-462Closed |
$60.4K - $73.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-463- 3.9% |
$60.6K - $73.6K
|
11.4K
$2.06M
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-468- 9.1% |
$61.2K - $74.4K
|
4.68K
$847K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-475Closed |
$62.1K - $75.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-475- 2.35% |
$62.1K - $75.5K
|
19.7K
$3.57M
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-482- 1.12% |
$63.1K - $76.6K
|
42.4K
$7.67M
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-487- 17.63% |
$63.7K - $77.4K
|
2.28K
$412K
|
|
Aug 11, 2022
Q2 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-487- 7.74% |
$63.7K - $77.4K
|
5.8K
$1.05M
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
SELL
|
- |
-495Closed |
$64.8K - $78.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-500Closed |
$65.4K - $79.5K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-500- 24.81% |
$65.4K - $79.5K
|
1.52K
$274K
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-512- 6.35% |
$67K - $81.4K
|
7.55K
$1.37M
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-515- 6.33% |
$67.4K - $81.9K
|
7.63K
$1.38M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-518- 2.53% |
$67.8K - $82.3K
|
20K
$3.61M
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-520- 14.07% |
$68K - $82.7K
|
3.18K
$575K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-525- 7.59% |
$68.7K - $83.5K
|
6.39K
$1.16M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-537- 23.29% |
$70.3K - $85.4K
|
1.77K
$320K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-541- 24.95% |
$70.8K - $86K
|
1.63K
$295K
|