Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.27K- 58.71% |
$320K - $352K
|
1.6K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.3K- 10.42% |
$325K - $357K
|
19.8K
$3.43M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.32K- 4.02% |
$328K - $360K
|
55.5K
$9.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.33K- 11.73% |
$329K - $362K
|
17.6K
$3.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.38K- 9.43% |
$336K - $369K
|
22.9K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.45K- 13.55% |
$346K - $380K
|
15.7K
$2.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.46K- 2.05% |
$346K - $381K
|
117K
$20.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-2.6K- 6.67% |
$367K - $403K
|
36.4K
$6.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.65K- 87.11% |
$373K - $410K
|
392
$67.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.7K- 1.84% |
$381K - $419K
|
145K
$25M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.71K- 25.72% |
$382K - $420K
|
7.82K
$1.36M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.8K- 6.36% |
$394K - $433K
|
41.2K
$7.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-2.8K- 14.02% |
$395K - $434K
|
17.2K
$2.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.85K- 16.09% |
$402K - $442K
|
14.9K
$2.58M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.88K- 1.0% |
$406K - $446K
|
284K
$49.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-3.01K- 4.63% |
$425K - $467K
|
62.1K
$10.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-3.05K- 18.66% |
$430K - $473K
|
13.3K
$2.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.18K- 1.92% |
$448K - $493K
|
163K
$28.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-3.22K- 1.21% |
$454K - $499K
|
262K
$45.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.23K- 31.77% |
$456K - $501K
|
6.94K
$1.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.24K- 12.9% |
$457K - $502K
|
21.9K
$3.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.24K- 16.14% |
$457K - $503K
|
16.8K
$2.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.37K- 4.75% |
$476K - $523K
|
67.7K
$11.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.4K- 21.63% |
$480K - $527K
|
12.3K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-3.41K- 1.73% |
$481K - $529K
|
194K
$33.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-3.47K- 25.4% |
$490K - $538K
|
10.2K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.48K- 37.1% |
$490K - $539K
|
5.89K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.58K- 3.0% |
$505K - $556K
|
116K
$20.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.62K- 5.06% |
$510K - $561K
|
67.9K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.65K- 51.69% |
$515K - $566K
|
3.41K
$591K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.72K- 49.7% |
$524K - $576K
|
3.76K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.08K- 8.27% |
$575K - $632K
|
45.2K
$7.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-4.12K- 23.74% |
$581K - $638K
|
13.2K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.17K- 16.15% |
$587K - $646K
|
21.6K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4.25K- 50.41% |
$600K - $659K
|
4.18K
$725K
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-4.41K- 21.42% |
$622K - $684K
|
16.2K
$2.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
SELL
|
- |
-4.54K- 33.22% |
$640K - $704K
|
9.12K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4.64K- 68.94% |
$654K - $719K
|
2.09K
$362K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.93K- 16.84% |
$695K - $764K
|
24.3K
$4.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.01K- 3.03% |
$706K - $776K
|
160K
$27.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-5.03K- 9.48% |
$709K - $779K
|
48K
$8.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-5.03K- 11.05% |
$709K - $779K
|
40.5K
$7.01M
|
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-5.26K- 11.92% |
$742K - $816K
|
38.9K
$6.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
SELL
|
- |
-5.61K- 1.74% |
$791K - $869K
|
317K
$54.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-5.68K- 5.22% |
$801K - $880K
|
103K
$17.9M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5.69K- 35.51% |
$802K - $882K
|
10.3K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-5.92K- 77.2% |
$835K - $918K
|
1.75K
$303K
|
|
|
Oct 23, 2023
Q3 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-6.07K- 8.72% |
$856K - $941K
|
63.5K
$11M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.22K- 17.45% |
$877K - $964K
|
29.4K
$5.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-6.32K- 7.95% |
$892K - $980K
|
73.2K
$12.7M
|