Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-396- 7.0% |
$64.5K - $70.9K
|
5.27K
$933K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-403- 19.03% |
$65.6K - $72.2K
|
1.72K
$304K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-408- 23.35% |
$66.4K - $73.1K
|
1.34K
$237K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-411- 16.54% |
$66.9K - $73.6K
|
2.07K
$368K
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-420- 0.41% |
$68.4K - $75.2K
|
101K
$17.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-424- 3.24% |
$69K - $76K
|
12.7K
$2.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-436- 8.92% |
$71K - $78.1K
|
4.45K
$789K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 4.26% |
$71K - $78.1K
|
9.8K
$1.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-459- 22.23% |
$74.7K - $82.2K
|
1.61K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-467- 11.68% |
$76K - $83.7K
|
3.53K
$626K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-468- 1.61% |
$76.2K - $83.8K
|
28.6K
$5.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-478- 3.0% |
$77.8K - $85.6K
|
15.4K
$2.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-481- 6.01% |
$78.3K - $86.2K
|
7.53K
$1.33M
|
|
|
Nov 25, 2024
Q3 2024
|
Sfmg, LLC
|
SELL
|
- |
-484- 16.48% |
$78.8K - $86.7K
|
2.45K
$435K
|
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-485- 1.84% |
$79K - $86.9K
|
25.8K
$4.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-487- 1.24% |
$79.3K - $87.3K
|
38.8K
$6.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-488- 7.2% |
$79.5K - $87.4K
|
6.29K
$1.11M
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-497- 6.59% |
$80.9K - $89K
|
7.04K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-497- 7.77% |
$80.9K - $89K
|
5.9K
$1.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-497- 8.27% |
$80.9K - $89K
|
5.51K
$977K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-502- 10.13% |
$81.7K - $89.9K
|
4.46K
$790K
|
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-503- 7.39% |
$81.9K - $90.1K
|
6.31K
$1.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-504- 20.79% |
$82.1K - $90.3K
|
1.92K
$340K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-524- 4.52% |
$85.3K - $93.9K
|
11.1K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-548- 3.63% |
$89.2K - $98.2K
|
14.5K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-557- 22.02% |
$90.7K - $99.8K
|
1.97K
$349K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-585- 24.59% |
$95.3K - $105K
|
1.79K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-602- 1.85% |
$98K - $108K
|
32K
$5.66M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-605- 16.22% |
$98.5K - $108K
|
3.12K
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-636- 5.64% |
$104K - $114K
|
10.6K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-639- 4.52% |
$104K - $114K
|
13.5K
$2.39M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-640- 1.48% |
$104K - $115K
|
42.7K
$7.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-642- 4.77% |
$105K - $115K
|
12.8K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-649- 99.69% |
$106K - $116K
|
2
$354
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-655- 23.53% |
$107K - $117K
|
2.13K
$377K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-655- 28.77% |
$107K - $117K
|
1.62K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-658- 24.28% |
$107K - $118K
|
2.05K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-668- 4.31% |
$109K - $120K
|
14.8K
$2.63M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-675- 4.99% |
$110K - $121K
|
12.9K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-677- 4.87% |
$110K - $121K
|
13.2K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-689- 36.51% |
$112K - $123K
|
1.2K
$212K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-690- 20.44% |
$112K - $124K
|
2.69K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-695- 11.43% |
$113K - $125K
|
5.38K
$954K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-696- 0.67% |
$113K - $125K
|
103K
$18.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-700- 4.02% |
$114K - $125K
|
16.7K
$2.96M
|
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-705- 17.44% |
$115K - $126K
|
3.34K
$592K
|
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-712- 2.91% |
$116K - $128K
|
23.8K
$4.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-726- 1.58% |
$118K - $130K
|
45.1K
$7.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-759- 7.89% |
$124K - $136K
|
8.87K
$1.57M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-760- 7.11% |
$124K - $136K
|
9.92K
$1.76M
|