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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.95K+ 14.8% |
$502K - $601K
|
30.6K
$5.35M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.94K+ 4.5% |
$502K - $601K
|
91.6K
$16M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.83K+ 135.51% |
$488K - $584K
|
6.66K
$1.16M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.72K+ 10.98% |
$474K - $567K
|
37.6K
$6.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
3.69KNew |
$470K - $562K
|
3.69K
$645K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
3.61K+ 1.53% |
$460K - $551K
|
239K
$41.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Advisor Os, LLC
|
BUY
|
- |
3.56K+ 2.75% |
$453K - $543K
|
133K
$23.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.53K+ 2.44% |
$450K - $539K
|
148K
$25.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.48K+ 16.29% |
$442K - $530K
|
24.8K
$4.33M
|
|
|
Oct 18, 2022
Q3 2022
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
3.4K+ 4.95% |
$432K - $518K
|
72.1K
$12.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.37K+ 3.5% |
$429K - $513K
|
99.5K
$17.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.32K+ 12.05% |
$422K - $505K
|
30.8K
$5.39M
|
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
BUY
|
- |
3.25KNew |
$414K - $495K
|
3.25K
$568K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
3.13K+ 1.63% |
$398K - $477K
|
196K
$34.2M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
3.11KNew |
$396K - $474K
|
3.11K
$544K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
BUY
|
- |
3.1K+ 9.33% |
$394K - $472K
|
36.3K
$6.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.04K+ 70.06% |
$387K - $463K
|
7.38K
$1.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Grant
|
BUY
|
- |
2.98K+ 71.79% |
$380K - $455K
|
7.14K
$1.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.96K+ 3.13% |
$377K - $452K
|
97.6K
$17M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
2.95K+ 6.75% |
$376K - $450K
|
46.7K
$8.16M
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.9K+ 36.4% |
$369K - $442K
|
10.9K
$1.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.8K+ 36.34% |
$356K - $426K
|
10.5K
$1.83M
|
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
2.77KNew |
$352K - $422K
|
2.77K
$483K
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.71K+ 5.19% |
$345K - $413K
|
54.9K
$9.59M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
2.69K+ 48.3% |
$343K - $410K
|
8.27K
$1.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.69K+ 6.73% |
$343K - $410K
|
42.7K
$7.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
2.67KNew |
$339K - $406K
|
2.67K
$466K
|
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
BUY
|
- |
2.62K+ 40.78% |
$334K - $400K
|
9.06K
$1.58M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.57K+ 50.75% |
$327K - $392K
|
7.64K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.57K+ 12.21% |
$327K - $392K
|
23.6K
$4.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.54K+ 26.75% |
$324K - $388K
|
12.1K
$2.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
2.51K+ 24.21% |
$319K - $382K
|
12.9K
$2.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.48K+ 10.89% |
$316K - $378K
|
25.3K
$4.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
2.45KNew |
$312K - $373K
|
2.45K
$428K
|
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
2.43K+ 3.37% |
$309K - $370K
|
74.4K
$13M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.42K+ 1.27% |
$308K - $369K
|
193K
$33.7M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
BUY
|
- |
2.39K+ 56.13% |
$304K - $364K
|
6.65K
$1.16M
|
|
|
Oct 24, 2022
Q3 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
2.36K+ 2.76% |
$300K - $359K
|
87.7K
$15.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.32K+ 133.35% |
$295K - $353K
|
4.05K
$708K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.31K+ 12.82% |
$294K - $352K
|
20.4K
$3.56M
|
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
2.29K+ 7.49% |
$292K - $349K
|
32.9K
$5.74M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.29KNew |
$291K - $349K
|
2.29K
$400K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.25K+ 6.07% |
$287K - $343K
|
39.3K
$6.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.21K+ 9.67% |
$281K - $337K
|
25.1K
$4.38M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
2.21KNew |
$281K - $337K
|
2.21K
$386K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.14K+ 415.92% |
$273K - $326K
|
2.66K
$464K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.11K+ 1.26% |
$269K - $322K
|
170K
$29.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.11K+ 0.99% |
$269K - $322K
|
216K
$37.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.08K+ 1.33% |
$264K - $317K
|
158K
$27.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.07K+ 27.72% |
$263K - $315K
|
9.52K
$1.66M
|