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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-236- 42.99% |
$40K - $43.2K
|
313
$57.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
SELL
|
- |
-239- 8.26% |
$40.5K - $43.7K
|
2.66K
$486K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-239- 2.06% |
$40.5K - $43.7K
|
11.4K
$2.08M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-243- 47.55% |
$41.2K - $44.4K
|
268
$49.1K
|
|
|
May 13, 2025
Q1 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-249- 4.38% |
$42.2K - $45.5K
|
5.43K
$995K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-250- 1.7% |
$42.4K - $45.7K
|
14.4K
$2.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-251- 0.86% |
$42.5K - $45.9K
|
28.9K
$5.28M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-254- 7.05% |
$43K - $46.4K
|
3.35K
$613K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
SELL
|
- |
-254- 0.61% |
$43K - $46.4K
|
41.6K
$7.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-255- 19.92% |
$43.2K - $46.6K
|
1.03K
$188K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-258- 14.58% |
$43.7K - $47.2K
|
1.51K
$277K
|
|
|
Apr 17, 2025
Q1 2025
|
Forefront Wealth Management Inc.
|
SELL
|
- |
-259- 17.84% |
$43.9K - $47.4K
|
1.19K
$218K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-263- 4.77% |
$44.6K - $48.1K
|
5.25K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-271- 9.59% |
$45.9K - $49.5K
|
2.56K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-276- 0.98% |
$46.8K - $50.5K
|
28K
$5.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
SELL
|
- |
-277- 17.43% |
$46.9K - $50.6K
|
1.31K
$240K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-280- 3.8% |
$47.4K - $51.2K
|
7.09K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-286- 12.64% |
$48.5K - $52.3K
|
1.98K
$362K
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
SELL
|
- |
-294- 2.14% |
$49.8K - $53.8K
|
13.5K
$2.47M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-295- 14.68% |
$50K - $53.9K
|
1.71K
$314K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-296- 1.08% |
$50.2K - $54.1K
|
27K
$4.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-300- 3.45% |
$50.8K - $54.9K
|
8.41K
$1.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-301- 10.99% |
$51K - $55K
|
2.44K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-306- 0.89% |
$51.8K - $55.9K
|
34.1K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
SELL
|
- |
-308- 1.78% |
$52.2K - $56.3K
|
17K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-309- 2.61% |
$52.4K - $56.5K
|
11.5K
$2.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-309- 1.9% |
$52.4K - $56.5K
|
15.9K
$2.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-312- 2.32% |
$52.9K - $57K
|
13.1K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-315- 0.56% |
$53.4K - $57.6K
|
55.7K
$10.2M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-319- 11.18% |
$54K - $58.3K
|
2.53K
$464K
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-321- 5.37% |
$54.4K - $58.7K
|
5.66K
$1.04M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-324- 11.84% |
$54.9K - $59.2K
|
2.41K
$442K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-324- 2.02% |
$54.9K - $59.2K
|
15.7K
$2.87M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-325- 0.52% |
$55.1K - $59.4K
|
62.6K
$11.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-326- 19.45% |
$55.2K - $59.6K
|
1.35K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-329- 1.1% |
$55.7K - $60.2K
|
29.6K
$5.42M
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-330- 14.35% |
$55.9K - $60.3K
|
1.97K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-331- 0.67% |
$56.1K - $60.5K
|
49.3K
$9.02M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-334- 88.59% |
$56.6K - $61.1K
|
43
$7.87K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-335- 7.42% |
$56.8K - $61.3K
|
4.18K
$765K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-338- 7.6% |
$57.3K - $61.8K
|
4.11K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-341- 2.2% |
$57.8K - $62.3K
|
15.2K
$2.78M
|
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-350- 2.32% |
$59.3K - $64K
|
14.7K
$2.7M
|
|
|
May 13, 2025
Q1 2025
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
SELL
|
- |
-351- 8.65% |
$59.5K - $64.2K
|
3.71K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-367- 0.43% |
$62.2K - $67.1K
|
84.1K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-380- 9.37% |
$64.4K - $69.5K
|
3.68K
$673K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-389- 2.14% |
$65.9K - $71.1K
|
17.8K
$3.26M
|
|
|
May 14, 2025
Q1 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-390- 3.56% |
$66.1K - $71.3K
|
10.6K
$1.93M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-399- 21.16% |
$67.6K - $73K
|
1.49K
$272K
|
|
|
May 07, 2025
Q1 2025
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-400- 14.78% |
$67.8K - $73.1K
|
2.31K
$422K
|