Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-8.21K- 71.3% |
$1.31M - $1.38M
|
3.3K
$586K
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-8.27K- 26.29% |
$1.32M - $1.39M
|
23.2K
$4.11M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-8.46K- 55.16% |
$1.35M - $1.42M
|
6.88K
$1.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-8.6K- 27.09% |
$1.37M - $1.45M
|
23.2K
$4.1M
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-8.62K- 25.2% |
$1.37M - $1.45M
|
25.6K
$4.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-8.81K- 42.07% |
$1.4M - $1.48M
|
12.1K
$2.15M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-9.14K- 7.19% |
$1.45M - $1.54M
|
118K
$20.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-9.61K- 40.49% |
$1.53M - $1.62M
|
14.1K
$2.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.99K- 76.83% |
$1.59M - $1.68M
|
3.01K
$534K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-9.99K- 27.11% |
$1.59M - $1.68M
|
26.9K
$4.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10K- 33.13% |
$1.6M - $1.69M
|
20.2K
$3.59M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10.2K- 0.87% |
$1.63M - $1.73M
|
1.17M
$207M
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-10.7K- 3.12% |
$1.7M - $1.8M
|
332K
$58.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
SELL
|
- |
-10.9K- 28.02% |
$1.74M - $1.84M
|
28K
$4.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-11.1K- 50.0% |
$1.76M - $1.86M
|
11.1K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-11.3K- 28.61% |
$1.79M - $1.89M
|
28.1K
$4.98M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-12.1KClosed |
$1.93M - $2.04M
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-12.4K- 28.74% |
$1.97M - $2.09M
|
30.7K
$5.45M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-12.5K- 38.57% |
$2M - $2.11M
|
20K
$3.54M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-12.8K- 29.08% |
$2.04M - $2.15M
|
31.2K
$5.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-13K- 4.1% |
$2.06M - $2.18M
|
303K
$53.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 3.76% |
$2.06M - $2.18M
|
332K
$58.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-13.4K- 8.98% |
$2.14M - $2.26M
|
136K
$24.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 90.88% |
$2.17M - $2.3M
|
1.37K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-13.7K- 20.75% |
$2.18M - $2.3M
|
52.2K
$9.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-13.7K- 25.79% |
$2.18M - $2.31M
|
39.5K
$6.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-13.8K- 41.98% |
$2.2M - $2.33M
|
19.1K
$3.39M
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-13.9K- 94.31% |
$2.21M - $2.33M
|
836
$148K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-14.1K- 90.79% |
$2.25M - $2.38M
|
1.44K
$254K
|
|
|
Jul 29, 2024
Q2 2024
|
Bricktown Capital, LLC
Detroit, MI |
SELL
|
- |
-14.6K- 91.79% |
$2.33M - $2.46M
|
1.31K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-15K- 9.43% |
$2.39M - $2.53M
|
144K
$25.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-15.2K- 1.54% |
$2.42M - $2.56M
|
972K
$172M
|
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-15.8K- 19.92% |
$2.52M - $2.66M
|
63.6K
$11.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-16.1K- 73.36% |
$2.56M - $2.71M
|
5.84K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-16.4K- 51.12% |
$2.61M - $2.76M
|
15.7K
$2.78M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-16.8K- 3.22% |
$2.67M - $2.83M
|
506K
$89.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-17.3K- 14.88% |
$2.75M - $2.91M
|
98.9K
$17.5M
|
|
|
Jul 02, 2024
Q2 2024
|
First Hawaiian Bank
|
SELL
|
- |
-17.5K- 75.56% |
$2.79M - $2.95M
|
5.66K
$1M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-17.9K- 5.05% |
$2.86M - $3.02M
|
338K
$59.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-19.4K- 8.57% |
$3.09M - $3.26M
|
207K
$36.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-19.6K- 84.02% |
$3.12M - $3.3M
|
3.73K
$661K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.7K- 87.38% |
$3.14M - $3.32M
|
2.85K
$505K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20K- 18.5% |
$3.19M - $3.37M
|
88.2K
$15.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-20.7K- 2.21% |
$3.3M - $3.49M
|
916K
$162M
|
|
|
Aug 13, 2024
Q2 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-21K- 77.78% |
$3.34M - $3.54M
|
6K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-21.6K- 72.56% |
$3.43M - $3.63M
|
8.15K
$1.44M
|
|
|
Aug 01, 2024
Q2 2024
|
Oak Root LLC
Santa Barbara, CA |
SELL
|
- |
-21.6K- 55.8% |
$3.43M - $3.63M
|
17.1K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-22.8K- 12.25% |
$3.63M - $3.83M
|
163K
$28.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-24.3K- 16.89% |
$3.87M - $4.09M
|
119K
$21.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-25.5K- 78.56% |
$4.07M - $4.3M
|
6.97K
$1.24M
|