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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
10+ 0.54% |
$1.69K - $1.83K
|
1.88K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
10New |
$1.69K - $1.83K
|
10
$1.78K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.65K
|
5.43K
$965K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.52K - $1.65K
|
1.95K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
9+ 9.57% |
$1.52K - $1.65K
|
103
$18.3K
|
|
|
May 02, 2025
Q1 2025
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
9New |
$1.52K - $1.65K
|
9
$1.6K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.17% |
$1.52K - $1.65K
|
5.34K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
8+ 0.24% |
$1.36K - $1.46K
|
3.3K
$586K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
7+ 0.39% |
$1.19K - $1.28K
|
1.82K
$324K
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
7+ 0.26% |
$1.19K - $1.28K
|
2.66K
$473K
|
|
|
Apr 24, 2025
Q1 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7+ 0.47% |
$1.19K - $1.28K
|
1.51K
$268K
|
|
|
May 07, 2025
Q1 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
7+ 0.35% |
$1.19K - $1.28K
|
2.01K
$357K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7+ 0.22% |
$1.19K - $1.28K
|
3.21K
$570K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7+ 0.11% |
$1.19K - $1.28K
|
6.25K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
7+ 0.39% |
$1.19K - $1.28K
|
1.79K
$319K
|
|
|
May 14, 2025
Q1 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
7+ 0.19% |
$1.19K - $1.28K
|
3.74K
$665K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.32K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.45% |
$1.02K - $1.1K
|
1.35K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
6+ 0.43% |
$1.02K - $1.1K
|
1.41K
$250K
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
6+ 0.13% |
$1.02K - $1.1K
|
4.62K
$820K
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.46% |
$1.02K - $1.1K
|
1.3K
$231K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6New |
$1.02K - $1.1K
|
6
$1.07K
|
|
|
May 12, 2025
Q1 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
6+ 0.33% |
$1.02K - $1.1K
|
1.8K
$320K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
6+ 0.49% |
$1.02K - $1.1K
|
1.22K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
5+ 0.37% |
$847 - $914
|
1.37K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
5+ 0.24% |
$847 - $914
|
2.08K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$847 - $914
|
3.09K
$549K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
5+ 0.05% |
$847 - $914
|
9.73K
$1.73M
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.29% |
$847 - $914
|
1.71K
$304K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5+ 0.37% |
$847 - $914
|
1.35K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5+ 0.39% |
$847 - $914
|
1.27K
$226K
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.26% |
$847 - $914
|
1.92K
$340K
|
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4+ 0.03% |
$678 - $731
|
12.1K
$2.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.07% |
$678 - $731
|
5.75K
$1.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4+ 0.2% |
$678 - $731
|
2.02K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
4+ 0.14% |
$678 - $731
|
2.95K
$524K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4+ 0.27% |
$678 - $731
|
1.49K
$264K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3+ 0.15% |
$508 - $549
|
1.97K
$350K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3+ 0.49% |
$508 - $549
|
619
$110K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
3+ 20.0% |
$508 - $549
|
18
$3.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
3+ 0.17% |
$508 - $549
|
1.8K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3+ 0.19% |
$508 - $549
|
1.59K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
3+ 0.1% |
$508 - $549
|
2.93K
$520K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3+ 0.03% |
$508 - $549
|
9.19K
$1.63M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3+ 1.33% |
$508 - $549
|
228
$40.5K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.15% |
$508 - $549
|
2.02K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2+ 0.08% |
$339 - $366
|
2.54K
$451K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2+ 0.34% |
$339 - $366
|
592
$105K
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$339 - $366
|
4.31K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 5.0% |
$169 - $183
|
21
$3.73K
|