Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.09K- 12.33% |
$475K - $523K
|
21.9K
$4M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.11K- 27.98% |
$478K - $526K
|
8K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.12K- 13.99% |
$480K - $529K
|
19.2K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
SELL
|
- |
-3.13K- 6.6% |
$482K - $530K
|
44.3K
$8.08M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3.24K- 9.63% |
$499K - $549K
|
30.4K
$5.54M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.26K- 28.16% |
$502K - $552K
|
8.32K
$1.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.31K- 17.52% |
$508K - $560K
|
15.6K
$2.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.42K- 2.21% |
$527K - $580K
|
152K
$27.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-3.68K- 42.56% |
$566K - $623K
|
4.97K
$905K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
SELL
|
- |
-3.68K- 21.19% |
$566K - $624K
|
13.7K
$2.49M
|
|
|
May 22, 2024
Q1 2024
|
Beck Bode, LLC
|
SELL
|
- |
-3.97K- 13.8% |
$611K - $673K
|
24.8K
$4.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-4.07K- 8.21% |
$626K - $689K
|
45.5K
$8.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-4.08K- 37.19% |
$628K - $691K
|
6.9K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-4.13K- 13.53% |
$636K - $700K
|
26.4K
$4.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-4.24K- 26.46% |
$652K - $717K
|
11.8K
$2.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-4.42K- 4.1% |
$680K - $749K
|
103K
$18.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.5K- 24.41% |
$692K - $762K
|
13.9K
$2.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-4.65K- 3.67% |
$715K - $787K
|
122K
$22.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.84K- 2.8% |
$745K - $820K
|
168K
$30.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-4.87K- 12.49% |
$749K - $825K
|
34.1K
$6.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.93K- 4.88% |
$758K - $835K
|
96.1K
$17.5M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.94K- 47.72% |
$760K - $837K
|
5.41K
$986K
|
|
|
May 03, 2024
Q1 2024
|
Pictet North America Advisors Sa
|
SELL
|
- |
-5.07K- 46.39% |
$780K - $859K
|
5.86K
$1.07M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.08K- 10.69% |
$782K - $861K
|
42.5K
$7.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-5.08K- 51.11% |
$782K - $861K
|
4.86K
$886K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-5.18K- 64.19% |
$796K - $877K
|
2.89K
$526K
|
|
|
Apr 11, 2024
Q1 2024
|
Churchill Management Corp
|
SELL
|
- |
-5.22K- 12.6% |
$804K - $885K
|
36.2K
$6.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5.27K- 9.71% |
$811K - $893K
|
49K
$8.93M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-5.27K- 12.18% |
$811K - $893K
|
38K
$6.92M
|
|
|
Jan 03, 2025
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-5.28K- 43.05% |
$812K - $894K
|
6.98K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-5.38K- 1.3% |
$828K - $912K
|
408K
$74.3M
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.43K- 7.65% |
$835K - $920K
|
65.6K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.48K- 11.08% |
$843K - $928K
|
44K
$8.01M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-5.5K- 5.6% |
$846K - $932K
|
92.7K
$16.9M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-5.55K- 14.66% |
$854K - $940K
|
32.3K
$5.89M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-5.66K- 26.74% |
$870K - $958K
|
15.5K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.92K- 6.59% |
$911K - $1M
|
83.9K
$15.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-5.94K- 3.94% |
$914K - $1.01M
|
145K
$26.4M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-5.96K- 24.2% |
$917K - $1.01M
|
18.7K
$3.4M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.97K- 86.24% |
$919K - $1.01M
|
953
$174K
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-6.23K- 75.07% |
$959K - $1.06M
|
2.07K
$377K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-6.46K- 49.37% |
$994K - $1.09M
|
6.63K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.58K- 65.94% |
$1.01M - $1.11M
|
3.4K
$619K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-6.62K- 45.03% |
$1.02M - $1.12M
|
8.09K
$1.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.68K- 8.37% |
$1.03M - $1.13M
|
73.1K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-6.75K- 17.41% |
$1.04M - $1.14M
|
32K
$5.83M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-6.95K- 6.16% |
$1.07M - $1.18M
|
106K
$19.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-7K- 12.38% |
$1.08M - $1.19M
|
49.5K
$9.03M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.06K- 3.63% |
$1.09M - $1.2M
|
188K
$34.2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.07K- 6.23% |
$1.09M - $1.2M
|
107K
$19.4M
|