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 19, 2022
Q2 2022
|
Ht Partners LLC
|
SELL
|
- |
-2.43K- 50.86% |
$318K - $386K
|
2.35K
$425K
|
|
Aug 12, 2022
Q2 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.44K- 6.69% |
$319K - $388K
|
34K
$6.16M
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-2.47K- 5.35% |
$323K - $393K
|
43.8K
$7.92M
|
|
Aug 03, 2022
Q2 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-2.48K- 25.79% |
$324K - $394K
|
7.13K
$1.29M
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-2.49KClosed |
$326K - $395K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-2.5KClosed |
$327K - $397K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.51K- 28.81% |
$328K - $398K
|
6.19K
$1.12M
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.51K- 40.02% |
$329K - $399K
|
3.77K
$682K
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-2.52KClosed |
$329K - $400K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.53K- 31.08% |
$331K - $403K
|
5.62K
$1.02M
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-2.55K- 23.38% |
$334K - $406K
|
8.36K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.57K- 5.4% |
$336K - $408K
|
45K
$8.15M
|
|
Jul 19, 2022
Q2 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-2.6K- 20.15% |
$340K - $413K
|
10.3K
$1.86M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.6K- 41.83% |
$340K - $413K
|
3.62K
$655K
|
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.61K- 15.46% |
$341K - $414K
|
14.3K
$2.58M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.66K- 0.93% |
$348K - $423K
|
284K
$51.4M
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-2.66KClosed |
$349K - $423K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.76K- 14.91% |
$361K - $439K
|
15.8K
$2.85M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.77K- 5.32% |
$363K - $441K
|
49.3K
$8.93M
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.8KClosed |
$366K - $445K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.81K- 0.75% |
$368K - $447K
|
372K
$67.4M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.83K- 1.33% |
$370K - $450K
|
210K
$38M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.88K- 5.05% |
$377K - $458K
|
54.1K
$9.8M
|
|
Aug 10, 2022
Q2 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.93KClosed |
$383K - $466K
|
0
$0
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-2.97K- 17.23% |
$388K - $471K
|
14.3K
$2.58M
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3K- 27.27% |
$393K - $477K
|
8K
$1.45M
|
|
Jul 22, 2022
Q2 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-3.01K- 42.04% |
$393K - $478K
|
4.15K
$751K
|
|
Jul 13, 2022
Q2 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.02K- 43.92% |
$395K - $480K
|
3.86K
$698K
|
|
Aug 12, 2022
Q2 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-3.03K- 8.59% |
$396K - $481K
|
32.2K
$5.84M
|
|
Aug 08, 2022
Q2 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.13KClosed |
$409K - $497K
|
0
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.16K- 4.86% |
$414K - $503K
|
61.9K
$11.2M
|
|
Oct 13, 2022
Q2 2022
|
Activest Wealth Management
|
SELL
|
- |
-3.22K- 2.66% |
$421K - $512K
|
118K
$21.3M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.25K- 7.24% |
$426K - $517K
|
41.7K
$7.55M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.37KClosed |
$441K - $536K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.4KClosed |
$445K - $540K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.46K- 4.37% |
$453K - $550K
|
75.7K
$13.7M
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 12.09% |
$453K - $550K
|
25.2K
$4.56M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.49KClosed |
$457K - $555K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-3.56K- 30.93% |
$466K - $566K
|
7.95K
$1.44M
|
|
Aug 11, 2022
Q2 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-3.59K- 3.69% |
$470K - $571K
|
93.7K
$17M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.66K- 1.95% |
$479K - $581K
|
184K
$33.2M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
SELL
|
- |
-3.66KClosed |
$479K - $581K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.7KClosed |
$484K - $588K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.71K- 50.15% |
$485K - $589K
|
3.69K
$667K
|
|
Sep 07, 2023
Q2 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-3.81K- 9.45% |
$498K - $605K
|
36.5K
$6.6M
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.84K- 46.77% |
$502K - $610K
|
4.37K
$790K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-3.86K- 1.49% |
$505K - $613K
|
255K
$46.2M
|
|
Mar 24, 2023
Q2 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-3.87K- 11.23% |
$506K - $615K
|
30.6K
$5.54M
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-3.93K- 3.16% |
$514K - $624K
|
120K
$21.8M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.95KClosed |
$517K - $628K
|
0
$0
|