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 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
251+ 63.22% |
$31.9K - $38.2K
|
648
$113K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
250New |
$31.8K - $38.1K
|
250
$43.7K
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
241+ 11.06% |
$30.7K - $36.7K
|
2.42K
$423K
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
240+ 12.44% |
$30.5K - $36.6K
|
2.17K
$379K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
239+ 0.55% |
$30.4K - $36.4K
|
43.7K
$7.64M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
238+ 3.95% |
$30.3K - $36.3K
|
6.27K
$1.09M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
233+ 1.76% |
$29.7K - $35.5K
|
13.5K
$2.35M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
222+ 9.99% |
$28.3K - $33.8K
|
2.44K
$427K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
221+ 23.19% |
$28.1K - $33.7K
|
1.17K
$205K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
215+ 6.07% |
$27.4K - $32.8K
|
3.76K
$657K
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
BUY
|
- |
210+ 13.44% |
$26.7K - $32K
|
1.77K
$310K
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
200New |
$25.5K - $30.5K
|
200
$34.9K
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
BUY
|
- |
200+ 4.96% |
$25.5K - $30.5K
|
4.23K
$739K
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
197+ 0.19% |
$25.1K - $30K
|
104K
$18.3M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
187+ 2.25% |
$23.8K - $28.5K
|
8.49K
$1.48M
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
177+ 0.62% |
$22.5K - $27K
|
28.9K
$5.05M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
175+ 5.67% |
$22.3K - $26.7K
|
3.26K
$570K
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
171+ 0.98% |
$21.8K - $26.1K
|
17.6K
$3.07M
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
163+ 0.84% |
$20.7K - $24.8K
|
19.6K
$3.43M
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
163+ 5.15% |
$20.7K - $24.8K
|
3.33K
$581K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
158+ 5.67% |
$20.1K - $24.1K
|
2.95K
$515K
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
153+ 41.13% |
$19.5K - $23.3K
|
525
$91.7K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
150New |
$19.1K - $22.9K
|
150
$26.2K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
146+ 0.1% |
$18.6K - $22.2K
|
151K
$26.4M
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
138+ 4.81% |
$17.6K - $21K
|
3.01K
$525K
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
138+ 0.91% |
$17.6K - $21K
|
15.3K
$2.67M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
136+ 1.08% |
$17.3K - $20.7K
|
12.7K
$2.23M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
128+ 1.05% |
$16.3K - $19.5K
|
12.4K
$2.16M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
127+ 1.87% |
$16.2K - $19.4K
|
6.93K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
BUY
|
- |
126+ 3.61% |
$16K - $19.2K
|
3.62K
$632K
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
122+ 1.0% |
$15.5K - $18.6K
|
12.3K
$2.15M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
119New |
$15.1K - $18.1K
|
119
$20.8K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
109+ 12.46% |
$13.9K - $16.6K
|
984
$172K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
103+ 0.91% |
$13.1K - $15.7K
|
11.4K
$1.99M
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
100New |
$12.7K - $15.2K
|
100
$17.5K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
100+ 0.65% |
$12.7K - $15.2K
|
15.4K
$2.69M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
100+ 1.56% |
$12.7K - $15.2K
|
6.49K
$1.13M
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
96+ 2.42% |
$12.2K - $14.6K
|
4.06K
$710K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
95New |
$12.1K - $14.5K
|
95
$16.6K
|
|
Oct 12, 2022
Q3 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
91+ 18.13% |
$11.6K - $13.9K
|
593
$104K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
82New |
$10.4K - $12.5K
|
82
$14.3K
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
82+ 1.48% |
$10.4K - $12.5K
|
5.63K
$983K
|
|
Oct 17, 2022
Q3 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
81+ 1.88% |
$10.3K - $12.3K
|
4.4K
$769K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
80+ 2.27% |
$10.2K - $12.2K
|
3.61K
$631K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
77New |
$9.8K - $11.7K
|
77
$13.5K
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
77New |
$9.8K - $11.7K
|
77
$13.5K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
77+ 1.77% |
$9.8K - $11.7K
|
4.43K
$774K
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
73+ 1.43% |
$9.29K - $11.1K
|
5.18K
$904K
|
|
Oct 13, 2022
Q3 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
73+ 0.6% |
$9.29K - $11.1K
|
12.2K
$2.13M
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
72+ 1.96% |
$9.16K - $11K
|
3.74K
$653K
|