Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-745- 5.64% |
$119K - $125K
|
12.5K
$2.26M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-751- 3.85% |
$120K - $126K
|
18.8K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-765- 0.46% |
$122K - $129K
|
165K
$30M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-767- 6.6% |
$122K - $129K
|
10.8K
$1.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-769- 4.77% |
$122K - $129K
|
15.4K
$2.79M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-773- 0.81% |
$123K - $130K
|
95.2K
$17.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-774- 6.08% |
$123K - $130K
|
12K
$2.17M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-774- 24.04% |
$123K - $130K
|
2.45K
$444K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-776- 2.2% |
$124K - $131K
|
34.6K
$6.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-777- 3.34% |
$124K - $131K
|
22.5K
$4.08M
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-782- 7.9% |
$125K - $132K
|
9.12K
$1.65M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-786- 5.03% |
$125K - $132K
|
14.9K
$2.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-794- 9.87% |
$126K - $134K
|
7.25K
$1.32M
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-798- 14.67% |
$127K - $134K
|
4.64K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-800- 10.98% |
$127K - $135K
|
6.49K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-805- 28.05% |
$128K - $136K
|
2.07K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-817- 5.86% |
$130K - $138K
|
13.1K
$2.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-833- 12.17% |
$133K - $140K
|
6.01K
$1.09M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-841- 8.09% |
$134K - $142K
|
9.56K
$1.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-843- 2.82% |
$134K - $142K
|
29.1K
$5.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-853- 6.37% |
$136K - $144K
|
12.5K
$2.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-860- 28.88% |
$137K - $145K
|
2.12K
$384K
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-880- 2.01% |
$140K - $148K
|
42.8K
$7.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-898- 37.64% |
$143K - $151K
|
1.49K
$270K
|
|
|
Jul 19, 2024
Q2 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-904- 22.22% |
$144K - $152K
|
3.16K
$574K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-923- 0.6% |
$147K - $155K
|
154K
$27.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-949- 7.67% |
$151K - $160K
|
11.4K
$2.07M
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-963- 0.93% |
$153K - $162K
|
102K
$18.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-978- 13.26% |
$156K - $165K
|
6.4K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-984- 34.43% |
$157K - $166K
|
1.87K
$340K
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1K- 11.1% |
$159K - $168K
|
8.01K
$1.45M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.03K- 22.61% |
$163K - $173K
|
3.51K
$637K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.03K- 12.24% |
$164K - $174K
|
7.41K
$1.34M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.05K- 39.0% |
$167K - $177K
|
1.64K
$298K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.06K- 1.01% |
$169K - $179K
|
104K
$18.8M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1.1K- 6.25% |
$175K - $185K
|
16.5K
$3M
|
|
|
Aug 14, 2024
Q2 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-1.1K- 42.33% |
$175K - $185K
|
1.5K
$272K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.12K- 4.65% |
$178K - $189K
|
23K
$4.17M
|
|
|
Jul 31, 2024
Q2 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.13K- 6.58% |
$179K - $189K
|
16K
$2.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-1.15K- 7.26% |
$183K - $193K
|
14.7K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.16K- 2.68% |
$185K - $195K
|
42.2K
$7.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.18K- 20.88% |
$188K - $199K
|
4.48K
$812K
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.19K- 26.39% |
$189K - $200K
|
3.32K
$602K
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-1.21K- 38.11% |
$193K - $204K
|
1.97K
$356K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 42.46% |
$194K - $205K
|
1.65K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-1.23K- 33.31% |
$196K - $207K
|
2.47K
$447K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.24K- 28.66% |
$197K - $208K
|
3.08K
$559K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.24K- 22.95% |
$198K - $209K
|
4.17K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.25K- 6.19% |
$198K - $210K
|
18.9K
$3.43M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.27K- 1.15% |
$202K - $214K
|
109K
$19.9M
|