Purchases and Sales Made in Q2 2025 in Invesco S&P 500 Equal Weight R (EWRE)
This table provides information about the institutional ownership of Invesco S&P 500 Equal Weight R (EWRE) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P 500 EQUAL WEIGHT R.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
28.9KNew |
N/A
|
28.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.5K+ 27.82% |
N/A
|
126K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.8KNew |
N/A
|
14.8K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
13.1K+ 152.08% |
N/A
|
21.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.6K+ 123.19% |
N/A
|
19.3K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.73KNew |
N/A
|
8.73K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.15K+ 28.4% |
N/A
|
32.3K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
6.67KNew |
N/A
|
6.67K
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.22K+ 2.06% |
N/A
|
308K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.13K+ 15.86% |
N/A
|
44.8K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.04K+ 4.92% |
N/A
|
129K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
5.75KNew |
N/A
|
5.75K
$0
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.32K+ 9.83% |
N/A
|
37.1K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.79K+ 8.28% |
N/A
|
23.4K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.29K+ 12.7% |
N/A
|
11.5K
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.11K+ 7.0% |
N/A
|
16.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
789+ 2.73% |
N/A
|
29.7K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
422+ 4.9% |
N/A
|
9.03K
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
392+ 1.45% |
N/A
|
27.3K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
354+ 7.04% |
N/A
|
5.38K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
139+ 1.43% |
N/A
|
9.85K
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95+ 0.54% |
N/A
|
17.7K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
65New |
N/A
|
65
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
36+ 0.59% |
N/A
|
6.12K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
34+ 0.6% |
N/A
|
5.75K
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
14+ 29.79% |
N/A
|
61
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5New |
N/A
|
5
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
2+ 0.63% |
N/A
|
320
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1- 0.02% |
N/A
|
5.79K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-6- 13.33% |
N/A
|
39
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-83- 0.75% |
N/A
|
10.9K
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121- 0.44% |
N/A
|
27.5K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-159- 2.25% |
N/A
|
6.9K
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-394- 4.67% |
N/A
|
8.05K
$0
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
SELL
|
- |
-589- 3.12% |
N/A
|
18.3K
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-655- 8.94% |
N/A
|
6.67K
$0
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-697- 2.96% |
N/A
|
22.8K
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-773- 3.49% |
N/A
|
21.4K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.06K- 8.8% |
N/A
|
11K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.61K- 19.75% |
N/A
|
10.6K
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.2K- 11.66% |
N/A
|
24.2K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.82K- 18.4% |
N/A
|
16.9K
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.87K- 66.7% |
N/A
|
2.93K
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.15K- 31.6% |
N/A
|
13.3K
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.4K- 19.17% |
N/A
|
44K
$0
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.8K- 61.1% |
N/A
|
7.5K
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-19.8K- 32.94% |
N/A
|
40.2K
$0
|