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 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-26- 1.79% |
$4.41K - $4.75K
|
1.42K
$253K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-27- 1.16% |
$4.57K - $4.94K
|
2.31K
$410K
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-30- 2.38% |
$5.08K - $5.49K
|
1.23K
$219K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-30- 0.69% |
$5.08K - $5.49K
|
4.31K
$766K
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-30- 1.42% |
$5.08K - $5.49K
|
2.08K
$369K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-32- 1.66% |
$5.42K - $5.85K
|
1.9K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-33- 0.65% |
$5.59K - $6.03K
|
5.04K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-33- 0.3% |
$5.59K - $6.03K
|
10.8K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-35- 25.74% |
$5.93K - $6.4K
|
101
$17.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-37- 50.68% |
$6.27K - $6.77K
|
36
$6.4K
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-38- 4.53% |
$6.44K - $6.95K
|
800
$142K
|
|
|
May 14, 2025
Q1 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-38- 1.82% |
$6.44K - $6.95K
|
2.06K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
SELL
|
- |
-39- 3.12% |
$6.61K - $7.13K
|
1.21K
$215K
|
|
|
Apr 28, 2025
Q1 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-39- 1.23% |
$6.61K - $7.13K
|
3.13K
$555K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-42- 0.37% |
$7.12K - $7.68K
|
11.4K
$2.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-42- 1.5% |
$7.12K - $7.68K
|
2.76K
$490K
|
|
|
Apr 29, 2025
Q1 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-42- 0.91% |
$7.12K - $7.68K
|
4.57K
$813K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-42- 0.24% |
$7.12K - $7.68K
|
17.7K
$3.14M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42- 0.93% |
$7.12K - $7.68K
|
4.45K
$791K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-43- 0.36% |
$7.29K - $7.86K
|
11.9K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-43- 0.22% |
$7.29K - $7.86K
|
19.4K
$3.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-47- 0.54% |
$7.96K - $8.59K
|
8.73K
$1.55M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-47- 0.2% |
$7.96K - $8.59K
|
23.5K
$4.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-48- 0.88% |
$8.13K - $8.78K
|
5.44K
$966K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-48- 1.52% |
$8.13K - $8.78K
|
3.11K
$552K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 1.57% |
$8.47K - $9.14K
|
3.14K
$559K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-50- 0.82% |
$8.47K - $9.14K
|
6.07K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-50- 21.28% |
$8.47K - $9.14K
|
185
$32.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-50- 3.08% |
$8.47K - $9.14K
|
1.58K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-53- 0.8% |
$8.98K - $9.69K
|
6.54K
$1.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-54- 0.15% |
$9.15K - $9.87K
|
36.3K
$6.45M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-54- 1.87% |
$9.15K - $9.87K
|
2.84K
$504K
|
|
|
Jun 12, 2025
Q1 2025
|
Sheets Smith Investment Management
Houston, TX |
SELL
|
- |
-54- 0.15% |
$9.15K - $9.87K
|
35.4K
$6.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-57- 1.52% |
$9.66K - $10.4K
|
3.7K
$656K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-59- 0.78% |
$10K - $10.8K
|
7.5K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-60- 3.64% |
$10.2K - $11K
|
1.59K
$282K
|
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-60- 0.85% |
$10.2K - $11K
|
6.99K
$1.24M
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-60- 0.85% |
$10.2K - $11K
|
6.99K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-60- 4.52% |
$10.2K - $11K
|
1.27K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-62- 0.93% |
$10.5K - $11.3K
|
6.63K
$1.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-63- 2.08% |
$10.7K - $11.5K
|
2.97K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-66- 0.39% |
$11.2K - $12.1K
|
17K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-69- 0.58% |
$11.7K - $12.6K
|
11.8K
$2.09M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
SELL
|
- |
-70- 3.59% |
$11.9K - $12.8K
|
1.88K
$334K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-71- 2.59% |
$12K - $13K
|
2.67K
$475K
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-72- 2.92% |
$12.2K - $13.2K
|
2.39K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-73- 2.73% |
$12.4K - $13.3K
|
2.6K
$461K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-73- 78.49% |
$12.4K - $13.3K
|
20
$3.55K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-74- 73.27% |
$12.5K - $13.5K
|
27
$4.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-75- 2.94% |
$12.7K - $13.7K
|
2.47K
$439K
|