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 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 80.0% |
$166K - $184K
|
2.52K
$437K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
1.12K+ 2.47% |
$165K - $183K
|
46.2K
$8.01M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.12K+ 87.8% |
$165K - $183K
|
2.39K
$413K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.11K+ 4.51% |
$164K - $182K
|
25.7K
$4.45M
|
|
|
May 16, 2022
Q1 2022
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
1.11K+ 1.23% |
$164K - $182K
|
91.3K
$15.8M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.09K+ 16.23% |
$162K - $179K
|
7.82K
$1.35M
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
1.08K+ 11.99% |
$160K - $178K
|
10.1K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 0.81% |
$159K - $176K
|
134K
$23.3M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 20.53% |
$157K - $174K
|
6.22K
$1.08M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.05K+ 52.3% |
$155K - $172K
|
3.05K
$528K
|
|
|
Apr 11, 2022
Q1 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.03K+ 7.13% |
$153K - $169K
|
15.5K
$2.68M
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.02K+ 36.5% |
$150K - $167K
|
3.8K
$658K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
996+ 16.68% |
$148K - $164K
|
6.97K
$1.21M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
BUY
|
- |
993+ 3.77% |
$147K - $163K
|
27.3K
$4.73M
|
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
986+ 8.84% |
$146K - $162K
|
12.1K
$2.1M
|
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
972+ 1.57% |
$144K - $160K
|
63K
$10.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
956+ 15.83% |
$142K - $157K
|
6.99K
$1.21M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
923+ 33.41% |
$137K - $152K
|
3.69K
$639K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
908+ 0.24% |
$135K - $149K
|
375K
$65M
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
902+ 18.57% |
$134K - $148K
|
5.76K
$998K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
883+ 55.19% |
$131K - $145K
|
2.48K
$430K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
879+ 28.91% |
$130K - $144K
|
3.92K
$679K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
852+ 98.61% |
$126K - $140K
|
1.72K
$297K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
847+ 0.37% |
$126K - $139K
|
229K
$39.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
840New |
$125K - $138K
|
840
$146K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
830+ 6.46% |
$123K - $136K
|
13.7K
$2.37M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
817+ 3.27% |
$121K - $134K
|
25.8K
$4.47M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
813+ 2.59% |
$121K - $133K
|
32.2K
$5.58M
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
803+ 0.86% |
$119K - $132K
|
93.8K
$16.2M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
797+ 2.85% |
$118K - $131K
|
28.7K
$4.98M
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
791+ 5.69% |
$117K - $130K
|
14.7K
$2.54M
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
782+ 2.19% |
$116K - $128K
|
36.4K
$6.31M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
729+ 3.19% |
$108K - $120K
|
23.6K
$4.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
722New |
$107K - $119K
|
722
$125K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
694+ 0.65% |
$103K - $114K
|
107K
$18.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
687+ 5.12% |
$102K - $113K
|
14.1K
$2.44M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
687+ 2.42% |
$102K - $113K
|
29.1K
$5.04M
|
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
685+ 36.24% |
$102K - $112K
|
2.58K
$446K
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
682+ 2.36% |
$101K - $112K
|
29.6K
$5.12M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
663+ 0.39% |
$98.3K - $109K
|
171K
$29.5M
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
645+ 4.36% |
$95.6K - $106K
|
15.4K
$2.67M
|
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
BUY
|
- |
640+ 40.25% |
$94.9K - $105K
|
2.23K
$386K
|
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
633+ 7.49% |
$93.8K - $104K
|
9.08K
$1.57M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
631+ 33.76% |
$93.6K - $104K
|
2.5K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
622+ 3.92% |
$92.2K - $102K
|
16.5K
$2.86M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
613+ 24.09% |
$90.9K - $101K
|
3.16K
$547K
|
|
|
Apr 25, 2022
Q1 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
600+ 24.09% |
$89K - $98.5K
|
3.09K
$536K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
570+ 3.99% |
$84.5K - $93.6K
|
14.8K
$2.57M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
568+ 5.94% |
$84.2K - $93.3K
|
10.1K
$1.76M
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
567+ 34.2% |
$84.1K - $93.1K
|
2.23K
$385K
|