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 21, 2025
Q1 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
14+ 0.48% |
$2.37K - $2.56K
|
2.91K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
13+ 0.49% |
$2.2K - $2.38K
|
2.65K
$485K
|
|
|
May 09, 2025
Q1 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.36% |
$2.2K - $2.38K
|
3.59K
$657K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
12+ 0.19% |
$2.03K - $2.19K
|
6.5K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
12+ 0.97% |
$2.03K - $2.19K
|
1.25K
$228K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
12+ 0.18% |
$2.03K - $2.19K
|
6.68K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
12+ 0.48% |
$2.03K - $2.19K
|
2.53K
$464K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10+ 0.59% |
$1.69K - $1.83K
|
1.7K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
10+ 2.36% |
$1.69K - $1.83K
|
433
$79.3K
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10+ 0.07% |
$1.69K - $1.83K
|
14.7K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.54% |
$1.69K - $1.83K
|
1.88K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10New |
$1.69K - $1.83K
|
10
$1.83K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.65K
|
5.43K
$994K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.52K - $1.65K
|
1.95K
$356K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 9.57% |
$1.52K - $1.65K
|
103
$18.9K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
9New |
$1.52K - $1.65K
|
9
$1.65K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.65K
|
5.34K
$977K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.24% |
$1.36K - $1.46K
|
3.3K
$604K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.39% |
$1.19K - $1.28K
|
1.82K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
7+ 0.26% |
$1.19K - $1.28K
|
2.66K
$488K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7+ 0.47% |
$1.19K - $1.28K
|
1.51K
$277K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 0.35% |
$1.19K - $1.28K
|
2.01K
$368K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7+ 0.22% |
$1.19K - $1.28K
|
3.21K
$587K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.11% |
$1.19K - $1.28K
|
6.25K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7+ 0.39% |
$1.19K - $1.28K
|
1.79K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
7+ 0.19% |
$1.19K - $1.28K
|
3.74K
$685K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.32K
$241K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.45% |
$1.02K - $1.1K
|
1.35K
$247K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$1.02K - $1.1K
|
1.41K
$257K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$1.02K - $1.1K
|
4.62K
$845K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.3K
$238K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.02K - $1.1K
|
6
$1.1K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.33% |
$1.02K - $1.1K
|
1.8K
$330K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 0.49% |
$1.02K - $1.1K
|
1.22K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5+ 0.37% |
$847 - $914
|
1.37K
$251K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.24% |
$847 - $914
|
2.08K
$381K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$847 - $914
|
3.09K
$566K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
5+ 0.05% |
$847 - $914
|
9.73K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.29% |
$847 - $914
|
1.71K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5+ 0.37% |
$847 - $914
|
1.35K
$248K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.39% |
$847 - $914
|
1.27K
$233K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.26% |
$847 - $914
|
1.92K
$351K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4+ 0.03% |
$678 - $731
|
12.1K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.07% |
$678 - $731
|
5.75K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.2% |
$678 - $731
|
2.02K
$370K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.14% |
$678 - $731
|
2.95K
$540K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.27% |
$678 - $731
|
1.49K
$272K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3+ 0.15% |
$508 - $549
|
1.97K
$360K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.49% |
$508 - $549
|
619
$113K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 20.0% |
$508 - $549
|
18
$3.3K
|