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 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-392- 26.31% |
$58.1K - $64.4K
|
1.1K
$190K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-418- 15.05% |
$62K - $68.6K
|
2.36K
$409K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-424- 1.86% |
$62.9K - $69.6K
|
22.4K
$3.88M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-426- 0.74% |
$63.2K - $69.9K
|
57.2K
$9.91M
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-429- 3.66% |
$63.6K - $70.4K
|
11.3K
$1.95M
|
|
Apr 27, 2022
Q1 2022
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-462- 1.43% |
$68.5K - $75.9K
|
31.8K
$5.5M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-467- 0.8% |
$69.2K - $76.7K
|
57.6K
$9.97M
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-473- 1.02% |
$70.1K - $77.7K
|
45.9K
$7.96M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-475- 1.17% |
$70.4K - $78K
|
40.2K
$6.97M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-478- 1.68% |
$70.9K - $78.5K
|
27.9K
$4.83M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-497- 3.02% |
$73.7K - $81.6K
|
15.9K
$2.76M
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-500- 5.63% |
$74.1K - $82.1K
|
8.38K
$1.45M
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-501- 1.86% |
$74.3K - $82.3K
|
26.5K
$4.59M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-516- 2.17% |
$76.5K - $84.7K
|
23.2K
$4.03M
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-520Closed |
$77.1K - $85.4K
|
0
$0
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-524- 6.66% |
$77.7K - $86K
|
7.35K
$1.27M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
SELL
|
- |
-525- 7.21% |
$77.8K - $86.2K
|
6.76K
$1.17M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-525- 1.77% |
$77.8K - $86.2K
|
29.2K
$5.06M
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-538- 28.02% |
$79.8K - $88.3K
|
1.38K
$239K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-546- 13.35% |
$80.9K - $89.7K
|
3.54K
$614K
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-550- 6.97% |
$81.5K - $90.3K
|
7.34K
$1.27M
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-553- 0.74% |
$82K - $90.8K
|
74.4K
$12.9M
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-553- 0.74% |
$82K - $90.8K
|
74.4K
$12.9M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-566- 1.67% |
$83.9K - $92.9K
|
33.4K
$5.78M
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-570Closed |
$84.5K - $93.6K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-586- 1.27% |
$86.9K - $96.2K
|
45.6K
$7.9M
|
|
Apr 25, 2022
Q1 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-600- 17.95% |
$89K - $98.5K
|
2.74K
$475K
|
|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-600- 11.49% |
$89K - $98.5K
|
4.62K
$801K
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-600- 27.84% |
$89K - $98.5K
|
1.56K
$269K
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-606- 11.69% |
$89.8K - $99.5K
|
4.58K
$793K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-607- 5.03% |
$90K - $99.7K
|
11.5K
$1.99M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-610- 9.24% |
$90.4K - $100K
|
5.99K
$1.04M
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-632- 11.93% |
$93.7K - $104K
|
4.66K
$808K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-636- 24.1% |
$94.3K - $104K
|
2K
$347K
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-637- 2.78% |
$94.4K - $105K
|
22.3K
$3.86M
|
|
Apr 19, 2022
Q1 2022
|
Mjp Associates Inc
|
SELL
|
- |
-652- 0.19% |
$96.7K - $107K
|
340K
$58.9M
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-652- 3.11% |
$96.7K - $107K
|
20.3K
$3.52M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-678- 4.42% |
$101K - $111K
|
14.7K
$2.54M
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-678- 2.77% |
$101K - $111K
|
23.8K
$4.12M
|
|
Apr 05, 2022
Q1 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-685- 2.54% |
$102K - $112K
|
26.3K
$4.56M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-721- 28.02% |
$107K - $118K
|
1.85K
$321K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-730- 25.19% |
$108K - $120K
|
2.17K
$376K
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-743- 0.52% |
$110K - $122K
|
141K
$24.5M
|
|
May 09, 2022
Q1 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-750- 0.94% |
$111K - $123K
|
79.4K
$13.8M
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-752- 17.4% |
$111K - $123K
|
3.57K
$619K
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-773- 3.8% |
$115K - $127K
|
19.6K
$3.39M
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-778Closed |
$115K - $128K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-793- 22.54% |
$118K - $130K
|
2.73K
$472K
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-798- 1.83% |
$118K - $131K
|
42.8K
$7.42M
|
|
Apr 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-803- 7.18% |
$119K - $132K
|
10.4K
$1.8M
|