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
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
969+ 0.65% |
$127K - $154K
|
151K
$27.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
964+ 12.8% |
$126K - $153K
|
8.5K
$1.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
940+ 42.25% |
$123K - $149K
|
3.17K
$573K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
936+ 0.98% |
$122K - $149K
|
96.1K
$17.4M
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
933+ 1.51% |
$122K - $148K
|
62.7K
$11.4M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
931+ 0.99% |
$122K - $148K
|
94.7K
$17.1M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
922+ 2.76% |
$121K - $147K
|
34.3K
$6.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
920+ 59.16% |
$120K - $146K
|
2.48K
$448K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
919New |
$120K - $146K
|
919
$166K
|
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
901+ 2.04% |
$118K - $143K
|
45.1K
$8.16M
|
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
898+ 11.53% |
$117K - $143K
|
8.69K
$1.57M
|
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
892+ 8.22% |
$117K - $142K
|
11.7K
$2.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
881+ 2.34% |
$115K - $140K
|
38.5K
$6.98M
|
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
875New |
$114K - $139K
|
875
$158K
|
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
858+ 48.37% |
$112K - $136K
|
2.63K
$477K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
842+ 3.26% |
$110K - $134K
|
26.7K
$4.83M
|
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
807+ 96.07% |
$106K - $128K
|
1.65K
$298K
|
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
779+ 13.96% |
$102K - $124K
|
6.36K
$1.15M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
778+ 2.52% |
$102K - $124K
|
31.7K
$5.73M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
735+ 4.11% |
$96.2K - $117K
|
18.6K
$3.37M
|
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
722+ 6.16% |
$94.5K - $115K
|
12.4K
$2.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
702+ 1.72% |
$91.8K - $112K
|
41.6K
$7.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
697+ 8.91% |
$91.2K - $111K
|
8.52K
$1.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
696+ 2.52% |
$91.1K - $111K
|
28.4K
$5.14M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
686+ 16.45% |
$89.8K - $109K
|
4.86K
$879K
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
680+ 5.53% |
$89K - $108K
|
13K
$2.35M
|
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
677+ 24.89% |
$88.6K - $108K
|
3.4K
$615K
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
676+ 5.66% |
$88.4K - $107K
|
12.6K
$2.28M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
672+ 13.4% |
$87.9K - $107K
|
5.69K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
671+ 18.2% |
$87.8K - $107K
|
4.36K
$789K
|
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
664+ 9.33% |
$86.9K - $106K
|
7.78K
$1.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
655New |
$85.7K - $104K
|
655
$119K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
650+ 5.11% |
$85K - $103K
|
13.4K
$2.42M
|
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
628+ 13.39% |
$82.2K - $99.8K
|
5.32K
$963K
|
|
|
Aug 05, 2022
Q2 2022
|
Gator Capital Management, LLC
|
BUY
|
- |
625+ 4.47% |
$81.8K - $99.4K
|
14.6K
$2.65M
|
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
621+ 1.64% |
$81.3K - $98.7K
|
38.4K
$6.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
608+ 1.67% |
$79.6K - $96.6K
|
37K
$6.71M
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
601New |
$78.6K - $95.5K
|
601
$109K
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
595+ 7.22% |
$77.8K - $94.6K
|
8.84K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
584+ 29.16% |
$76.4K - $92.8K
|
2.59K
$468K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
563+ 32.81% |
$73.7K - $89.5K
|
2.28K
$413K
|
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
559+ 5.06% |
$73.1K - $88.9K
|
11.6K
$2.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
557+ 31.17% |
$72.9K - $88.5K
|
2.34K
$424K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
541New |
$70.8K - $86K
|
541
$98K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
540+ 39.68% |
$70.7K - $85.8K
|
1.9K
$344K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
523+ 25.59% |
$68.4K - $83.1K
|
2.57K
$465K
|
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
518+ 1.8% |
$67.8K - $82.3K
|
29.3K
$5.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
513+ 8.49% |
$67.1K - $81.5K
|
6.56K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
BUY
|
- |
502+ 224.11% |
$65.7K - $79.8K
|
726
$131K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
502+ 1.25% |
$65.7K - $79.8K
|
40.7K
$7.38M
|