Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-160- 3.61% |
$23.7K - $26.3K
|
4.27K
$740K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-165- 1.01% |
$24.5K - $27.1K
|
16.1K
$2.79M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-166- 5.67% |
$24.6K - $27.3K
|
2.76K
$479K
|
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-166- 1.51% |
$24.6K - $27.3K
|
10.9K
$1.88M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-170Closed |
$25.2K - $27.9K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-171- 0.91% |
$25.4K - $28.1K
|
18.5K
$3.21M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-171- 2.84% |
$25.4K - $28.1K
|
5.85K
$1.01M
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-171- 22.32% |
$25.4K - $28.1K
|
595
$103K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-173Closed |
$25.6K - $28.4K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-175- 8.17% |
$25.9K - $28.7K
|
1.97K
$341K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-176- 0.83% |
$26.1K - $28.9K
|
20.9K
$3.63M
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-177- 5.34% |
$26.2K - $29.1K
|
3.14K
$543K
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-178- 9.48% |
$26.4K - $29.2K
|
1.7K
$294K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-181- 7.11% |
$26.8K - $29.7K
|
2.36K
$409K
|
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-182- 12.49% |
$27K - $29.9K
|
1.28K
$221K
|
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-183- 2.59% |
$27.1K - $30K
|
6.87K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-187- 5.58% |
$27.7K - $30.7K
|
3.16K
$548K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-191- 12.58% |
$28.3K - $31.4K
|
1.33K
$230K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-193- 7.9% |
$28.6K - $31.7K
|
2.25K
$390K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-194- 0.02% |
$28.8K - $31.9K
|
863K
$149M
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-200- 3.25% |
$29.7K - $32.8K
|
5.96K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-200Closed |
$29.7K - $32.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-200- 1.35% |
$29.7K - $32.8K
|
14.6K
$2.53M
|
|
|
May 03, 2022
Q1 2022
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-203- 10.56% |
$30.1K - $33.3K
|
1.72K
$298K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-210Closed |
$31.1K - $34.5K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-212- 29.49% |
$31.4K - $34.8K
|
507
$87.8K
|
|
|
May 16, 2022
Q1 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-216- 1.96% |
$32K - $35.5K
|
10.8K
$1.87M
|
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-220- 1.39% |
$32.6K - $36.1K
|
15.6K
$2.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-226- 1.05% |
$33.5K - $37.1K
|
21.2K
$3.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-230- 4.67% |
$34.1K - $37.8K
|
4.69K
$813K
|
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-237- 1.14% |
$35.1K - $38.9K
|
20.6K
$3.57M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-241Closed |
$35.7K - $39.6K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-244- 5.24% |
$36.2K - $40.1K
|
4.41K
$764K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-273- 21.0% |
$40.5K - $44.8K
|
1.03K
$178K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-277- 0.15% |
$41.1K - $45.5K
|
180K
$31.2M
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-282- 1.26% |
$41.8K - $46.3K
|
22.1K
$3.82M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-284- 3.92% |
$42.1K - $46.6K
|
6.95K
$1.2M
|
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-284- 0.87% |
$42.1K - $46.6K
|
32.4K
$5.62M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-289- 4.81% |
$42.8K - $47.5K
|
5.71K
$990K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-289- 3.38% |
$42.8K - $47.5K
|
8.26K
$1.43M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-300- 18.07% |
$44.5K - $49.3K
|
1.36K
$236K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-313- 6.41% |
$46.4K - $51.4K
|
4.57K
$792K
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-320- 1.54% |
$47.4K - $52.5K
|
20.5K
$3.55M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-336- 0.65% |
$49.8K - $55.2K
|
51.3K
$8.89M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-338- 0.08% |
$50.1K - $55.5K
|
405K
$70.1M
|
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-340- 1.94% |
$50.4K - $55.8K
|
17.2K
$2.98M
|
|
|
May 19, 2022
Q1 2022
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-350- 6.18% |
$51.9K - $57.5K
|
5.31K
$920K
|
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-375- 18.17% |
$55.6K - $61.6K
|
1.69K
$293K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-375- 6.55% |
$55.6K - $61.6K
|
5.35K
$927K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-381- 0.31% |
$56.5K - $62.6K
|
124K
$21.5M
|