Purchases and Sales Made in Q1 2025 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 2025. 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 16, 2025
Q1 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
512+ 2.89% |
$86.7K - $93.6K
|
18.2K
$3.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
512+ 12.25% |
$86.7K - $93.6K
|
4.69K
$859K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
511+ 13.9% |
$86.6K - $93.4K
|
4.19K
$767K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
507+ 5.46% |
$85.9K - $92.7K
|
9.8K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
494+ 3.99% |
$83.7K - $90.3K
|
12.9K
$2.36M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
491+ 1.4% |
$83.2K - $89.8K
|
35.7K
$6.53M
|
|
|
May 07, 2025
Q1 2025
|
Inlet Private Wealth, LLC
|
BUY
|
- |
490+ 16.57% |
$83K - $89.6K
|
3.45K
$631K
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
486+ 1.12% |
$82.3K - $88.9K
|
44.1K
$8.07M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
481+ 5.61% |
$81.5K - $87.9K
|
9.05K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
480+ 0.99% |
$81.3K - $87.8K
|
49K
$8.97M
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
476+ 1.32% |
$80.6K - $87K
|
36.5K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
471+ 2.57% |
$79.8K - $86.1K
|
18.8K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
462+ 18.84% |
$78.3K - $84.5K
|
2.91K
$533K
|
|
|
Apr 17, 2025
Q1 2025
|
Asio Capital, LLC
|
BUY
|
- |
451+ 22.55% |
$76.4K - $82.5K
|
2.45K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
451+ 9.12% |
$76.4K - $82.5K
|
5.4K
$988K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
431New |
$73K - $78.8K
|
431
$78.9K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
431+ 23.69% |
$73K - $78.8K
|
2.25K
$412K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
424+ 9.71% |
$71.8K - $77.5K
|
4.79K
$877K
|
|
|
May 05, 2025
Q1 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
410+ 32.67% |
$69.5K - $75K
|
1.67K
$305K
|
|
|
Apr 15, 2025
Q1 2025
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
409+ 2.18% |
$69.3K - $74.8K
|
19.2K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
409New |
$69.3K - $74.8K
|
409
$74.9K
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
402+ 1.92% |
$68.1K - $73.5K
|
21.3K
$3.9M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
390+ 5.63% |
$66.1K - $71.3K
|
7.32K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
385+ 10.08% |
$65.2K - $70.4K
|
4.21K
$770K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
385+ 0.14% |
$65.2K - $70.4K
|
283K
$51.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
380+ 17.94% |
$64.4K - $69.5K
|
2.5K
$457K
|
|
|
May 06, 2025
Q1 2025
|
Close Asset Management LTD
|
BUY
|
- |
374+ 10.92% |
$63.4K - $68.4K
|
3.8K
$696K
|
|
|
Apr 23, 2025
Q1 2025
|
Austin Asset Management CO Inc
|
BUY
|
- |
371+ 9.28% |
$62.9K - $67.8K
|
4.37K
$800K
|
|
|
May 09, 2025
Q1 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
370+ 2.61% |
$62.7K - $67.7K
|
14.6K
$2.66M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
368+ 17.15% |
$62.4K - $67.3K
|
2.51K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
367+ 22.12% |
$62.2K - $67.1K
|
2.03K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
352+ 112.46% |
$59.6K - $64.4K
|
665
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
350+ 1.7% |
$59.3K - $64K
|
21K
$3.84M
|
|
|
May 08, 2025
Q1 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
350+ 2.49% |
$59.3K - $64K
|
14.4K
$2.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
345+ 0.94% |
$58.5K - $63.1K
|
37.1K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
344+ 17.6% |
$58.3K - $62.9K
|
2.3K
$421K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
344+ 25.98% |
$58.3K - $62.9K
|
1.67K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
343+ 4.93% |
$58.1K - $62.7K
|
7.3K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
338+ 33.7% |
$57.3K - $61.8K
|
1.34K
$246K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
338+ 1.69% |
$57.3K - $61.8K
|
20.4K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
336+ 4.34% |
$56.9K - $61.4K
|
8.08K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
335+ 0.48% |
$56.8K - $61.3K
|
70.5K
$12.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
332+ 22.4% |
$56.3K - $60.7K
|
1.81K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
332+ 3.0% |
$56.3K - $60.7K
|
11.4K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
331+ 2.61% |
$56.1K - $60.5K
|
13K
$2.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
328+ 24.92% |
$55.6K - $60K
|
1.64K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
327+ 0.09% |
$55.4K - $59.8K
|
359K
$65.6M
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 8.54% |
$53.9K - $58.1K
|
4.04K
$740K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
315+ 6.77% |
$53.4K - $57.6K
|
4.97K
$909K
|
|
|
Apr 18, 2025
Q1 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
314+ 2.3% |
$53.2K - $57.4K
|
13.9K
$2.55M
|