Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.04K- 9.06% |
$387K - $464K
|
30.5K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.07K- 9.03% |
$391K - $468K
|
31K
$5.46M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-3.11K- 21.84% |
$396K - $474K
|
11.1K
$1.96M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.13K- 19.86% |
$398K - $477K
|
12.6K
$2.23M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 82.55% |
$401K - $480K
|
666
$117K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.23K- 9.41% |
$411K - $492K
|
31.1K
$5.48M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.29K- 10.55% |
$419K - $502K
|
27.9K
$4.92M
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-3.42K- 1.12% |
$436K - $522K
|
301K
$53.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-3.47K- 12.22% |
$441K - $528K
|
24.9K
$4.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.58K- 25.96% |
$456K - $546K
|
10.2K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.62K- 3.19% |
$461K - $552K
|
110K
$19.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.8K- 38.52% |
$483K - $579K
|
6.06K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.8K- 37.63% |
$483K - $579K
|
6.3K
$1.11M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.84K- 5.07% |
$488K - $585K
|
71.9K
$12.7M
|
|
|
Oct 19, 2022
Q3 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.94K- 8.35% |
$502K - $601K
|
43.3K
$7.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-4K- 11.26% |
$509K - $609K
|
31.5K
$5.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-4.16K- 24.24% |
$530K - $634K
|
13K
$2.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-4.2K- 35.74% |
$534K - $640K
|
7.55K
$1.33M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.22K- 2.01% |
$536K - $642K
|
206K
$36.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.37K- 15.43% |
$557K - $667K
|
24K
$4.23M
|
|
|
Oct 19, 2022
Q3 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-4.4K- 12.36% |
$560K - $671K
|
31.2K
$5.5M
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.5K- 8.09% |
$573K - $686K
|
51.2K
$9.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-4.56K- 10.26% |
$580K - $694K
|
39.8K
$7.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-4.91K- 7.37% |
$625K - $749K
|
61.7K
$10.9M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.98K- 13.78% |
$634K - $759K
|
31.2K
$5.5M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-5.09K- 15.06% |
$647K - $775K
|
28.7K
$5.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-5.13K- 22.62% |
$653K - $782K
|
17.6K
$3.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.15K- 9.39% |
$655K - $784K
|
49.7K
$8.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-5.17K- 51.35% |
$658K - $788K
|
4.9K
$864K
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.26K- 59.59% |
$669K - $801K
|
3.56K
$628K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-5.34K- 5.03% |
$679K - $813K
|
101K
$17.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.57K- 9.37% |
$709K - $849K
|
53.9K
$9.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.58K- 9.34% |
$710K - $850K
|
54.1K
$9.55M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.86K- 65.87% |
$745K - $892K
|
3.03K
$535K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-6.13K- 6.29% |
$780K - $934K
|
91.4K
$16.1M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6.34K- 70.32% |
$807K - $966K
|
2.68K
$472K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Financial Group, Inc.
Columbus, OH |
SELL
|
- |
-6.69K- 94.96% |
$851K - $1.02M
|
355
$62.6K
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-6.7K- 23.15% |
$853K - $1.02M
|
22.2K
$3.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-6.84K- 43.7% |
$871K - $1.04M
|
8.81K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.96K- 13.28% |
$885K - $1.06M
|
45.4K
$8.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-6.98K- 37.99% |
$888K - $1.06M
|
11.4K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-7.51K- 4.4% |
$956K - $1.14M
|
163K
$28.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-7.75K- 17.22% |
$986K - $1.18M
|
37.2K
$6.57M
|
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-7.99K- 52.88% |
$1.02M - $1.22M
|
7.12K
$1.25M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.96K- 41.66% |
$1.14M - $1.37M
|
12.5K
$2.21M
|
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-9.05K- 5.55% |
$1.15M - $1.38M
|
154K
$27.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-9.19K- 2.76% |
$1.17M - $1.4M
|
324K
$57.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-9.21K- 30.81% |
$1.17M - $1.4M
|
20.7K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-9.23K- 51.07% |
$1.17M - $1.41M
|
8.84K
$1.56M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-9.26K- 40.07% |
$1.18M - $1.41M
|
13.9K
$2.44M
|