Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
510+ 30.0% |
$65.3K - $76K
|
2.21K
$390K
|
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
507+ 5.97% |
$64.9K - $75.6K
|
9K
$1.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
506+ 683.78% |
$64.8K - $75.4K
|
580
$102K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
500+ 1.98% |
$64K - $74.5K
|
25.8K
$4.55M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
494+ 1.5% |
$63.2K - $73.6K
|
33.4K
$5.89M
|
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
488+ 14.79% |
$62.5K - $72.7K
|
3.79K
$669K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
473+ 12.35% |
$60.6K - $70.5K
|
4.3K
$760K
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
424+ 4.68% |
$54.3K - $63.2K
|
9.48K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
419+ 1.21% |
$53.6K - $62.4K
|
35.1K
$6.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
414New |
$53K - $61.7K
|
414
$73.1K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
407New |
$52.1K - $60.7K
|
407
$71.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
401+ 4.75% |
$51.3K - $59.8K
|
8.85K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
400+ 11.29% |
$51.2K - $59.6K
|
3.94K
$697K
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
396+ 5.95% |
$50.7K - $59K
|
7.05K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
394New |
$50.4K - $58.7K
|
394
$69.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
392New |
$50.2K - $58.4K
|
392
$69.3K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
385+ 32.79% |
$49.3K - $57.4K
|
1.56K
$275K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
375+ 5.11% |
$48K - $55.9K
|
7.72K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
372+ 21.67% |
$47.6K - $55.4K
|
2.09K
$369K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
371New |
$47.5K - $55.3K
|
371
$65.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
358+ 0.66% |
$45.8K - $53.4K
|
54.2K
$9.58M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
353New |
$45.2K - $52.6K
|
353
$62.4K
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
348+ 1.27% |
$44.6K - $51.9K
|
27.8K
$4.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
348+ 1.84% |
$44.6K - $51.9K
|
19.3K
$3.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
330+ 0.42% |
$42.2K - $49.2K
|
78.4K
$13.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
326New |
$41.7K - $48.6K
|
326
$57.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
318+ 424.0% |
$40.7K - $47.4K
|
393
$69.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
311+ 971.88% |
$39.8K - $46.3K
|
343
$60.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
308+ 2.29% |
$39.4K - $45.9K
|
13.7K
$2.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
308+ 17.89% |
$39.4K - $45.9K
|
2.03K
$359K
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
307+ 0.29% |
$39.3K - $45.8K
|
105K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
307+ 9.85% |
$39.3K - $45.8K
|
3.42K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
302+ 9.26% |
$38.7K - $45K
|
3.56K
$629K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
299+ 1.92% |
$38.3K - $44.6K
|
15.9K
$2.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
263+ 7.81% |
$33.7K - $39.2K
|
3.63K
$641K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
263+ 1.36% |
$33.7K - $39.2K
|
19.6K
$3.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
261+ 182.52% |
$33.4K - $38.9K
|
404
$71.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
258New |
$33K - $38.4K
|
258
$45.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
254+ 101.6% |
$32.5K - $37.9K
|
504
$89K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
250New |
$32K - $37.3K
|
250
$44.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
246+ 17.24% |
$31.5K - $36.7K
|
1.67K
$296K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
245+ 2.55% |
$31.4K - $36.5K
|
9.86K
$1.74M
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
BUY
|
- |
230+ 6.2% |
$29.4K - $34.3K
|
3.94K
$696K
|
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
BUY
|
- |
214+ 5.4% |
$27.4K - $31.9K
|
4.18K
$738K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
210+ 5.51% |
$26.9K - $31.3K
|
4.02K
$711K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
210New |
$26.9K - $31.3K
|
210
$37.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
200+ 5.71% |
$25.6K - $29.8K
|
3.7K
$654K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
200+ 2.74% |
$25.6K - $29.8K
|
7.5K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
200+ 1.36% |
$25.6K - $29.8K
|
15K
$2.64M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
199+ 3.95% |
$25.5K - $29.7K
|
5.24K
$925K
|