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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-377- 3.69% |
$48.3K - $56.2K
|
9.83K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-378- 2.97% |
$48.4K - $56.3K
|
12.4K
$2.18M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-378- 2.68% |
$48.4K - $56.3K
|
13.7K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-381- 9.97% |
$48.8K - $56.8K
|
3.44K
$608K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-384- 3.08% |
$49.2K - $57.2K
|
12.1K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-384- 1.15% |
$49.2K - $57.2K
|
33.1K
$5.85M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-386- 2.71% |
$49.4K - $57.5K
|
13.9K
$2.45M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-405- 2.02% |
$51.8K - $60.4K
|
19.6K
$3.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-412- 32.99% |
$52.7K - $61.4K
|
837
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-415- 1.8% |
$53.1K - $61.8K
|
22.7K
$4.01M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-416- 19.57% |
$53.3K - $62K
|
1.71K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-417- 6.62% |
$53.4K - $62.1K
|
5.88K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-421- 1.89% |
$53.9K - $62.7K
|
21.8K
$3.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-429- 3.9% |
$54.9K - $63.9K
|
10.6K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-430- 3.26% |
$55K - $64.1K
|
12.8K
$2.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-438- 3.4% |
$56.1K - $65.3K
|
12.4K
$2.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Sfmg, LLC
|
SELL
|
- |
-443- 14.63% |
$56.7K - $66K
|
2.59K
$457K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-470- 35.0% |
$60.2K - $70K
|
873
$154K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-475- 2.16% |
$60.8K - $70.8K
|
21.5K
$3.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-492- 1.94% |
$63K - $73.3K
|
24.9K
$4.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-505- 2.48% |
$64.7K - $75.3K
|
19.8K
$3.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-508- 7.28% |
$65K - $75.7K
|
6.47K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-521- 5.81% |
$66.7K - $77.6K
|
8.45K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-524- 5.15% |
$67.1K - $78.1K
|
9.65K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-531- 13.25% |
$68K - $79.1K
|
3.48K
$614K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-549- 1.22% |
$70.3K - $81.8K
|
44.4K
$7.85M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-555- 7.58% |
$71.1K - $82.7K
|
6.77K
$1.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-567- 4.68% |
$72.6K - $84.5K
|
11.6K
$2.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-567- 52.65% |
$72.6K - $84.5K
|
510
$90.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-577- 10.23% |
$73.9K - $86K
|
5.06K
$894K
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-600- 24.38% |
$76.8K - $89.4K
|
1.86K
$329K
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-638- 0.48% |
$81.7K - $95.1K
|
133K
$23.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-643- 21.89% |
$82.3K - $95.8K
|
2.29K
$405K
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-650- 23.05% |
$83.2K - $96.9K
|
2.17K
$383K
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-667- 14.81% |
$85.4K - $99.4K
|
3.84K
$678K
|
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
SELL
|
- |
-675- 17.62% |
$86.4K - $101K
|
3.16K
$557K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-677- 5.49% |
$86.7K - $101K
|
11.6K
$2.06M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-679- 1.86% |
$86.9K - $101K
|
35.8K
$6.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-685- 21.1% |
$87.7K - $102K
|
2.56K
$453K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-687- 10.32% |
$87.9K - $102K
|
5.97K
$1.06M
|
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-708- 13.68% |
$90.6K - $106K
|
4.47K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-726- 5.75% |
$92.9K - $108K
|
11.9K
$2.1M
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
SELL
|
- |
-732- 8.69% |
$93.7K - $109K
|
7.69K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-735- 8.9% |
$94.1K - $110K
|
7.52K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-736- 3.99% |
$94.2K - $110K
|
17.7K
$3.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-782- 1.13% |
$100K - $117K
|
68.5K
$12.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-804- 1.31% |
$103K - $120K
|
60.8K
$10.7M
|
|
|
Jan 31, 2023
Q4 2022
|
America First Investment Advisors, LLC
|
SELL
|
- |
-823- 29.33% |
$105K - $123K
|
1.98K
$350K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-854- 8.59% |
$109K - $127K
|
9.09K
$1.61M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-866- 2.29% |
$111K - $129K
|
36.9K
$6.52M
|