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 15, 2025
Q1 2025
|
Fusion Capital, LLC
|
SELL
|
- |
-425- 14.49% |
$72K - $77.7K
|
2.51K
$446K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-433- 11.62% |
$73.4K - $79.2K
|
3.29K
$585K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-434- 0.85% |
$73.5K - $79.4K
|
50.8K
$9.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-436- 4.16% |
$73.9K - $79.7K
|
10.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-438- 9.23% |
$74.2K - $80.1K
|
4.31K
$765K
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-448- 14.72% |
$75.9K - $81.9K
|
2.6K
$461K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-448- 2.49% |
$75.9K - $81.9K
|
17.6K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-450- 1.5% |
$76.2K - $82.3K
|
29.6K
$5.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-457- 3.36% |
$77.4K - $83.6K
|
13.1K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
SELL
|
- |
-461- 2.16% |
$78.1K - $84.3K
|
20.8K
$3.7M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-464- 2.0% |
$78.6K - $84.8K
|
22.8K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-468- 1.14% |
$79.3K - $85.6K
|
40.5K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-474- 15.21% |
$80.3K - $86.7K
|
2.64K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-483- 31.42% |
$81.8K - $88.3K
|
1.05K
$187K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-487- 28.5% |
$82.5K - $89K
|
1.22K
$217K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-489- 7.41% |
$82.9K - $89.4K
|
6.11K
$1.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-498- 12.77% |
$84.4K - $91.1K
|
3.4K
$604K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-498- 13.65% |
$84.4K - $91.1K
|
3.15K
$560K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
SELL
|
- |
-502- 17.26% |
$85.1K - $91.8K
|
2.41K
$427K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-504- 20.5% |
$85.4K - $92.2K
|
1.96K
$347K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-507- 10.63% |
$85.9K - $92.7K
|
4.26K
$757K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-511- 5.12% |
$86.6K - $93.4K
|
9.47K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-513- 25.62% |
$86.9K - $93.8K
|
1.49K
$265K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-514- 6.9% |
$87.1K - $94K
|
6.93K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-514- 3.52% |
$87.1K - $94K
|
14.1K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
SELL
|
- |
-520- 8.26% |
$88.1K - $95.1K
|
5.78K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-523- 83.68% |
$88.6K - $95.6K
|
102
$18.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-523- 5.53% |
$88.6K - $95.6K
|
8.93K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-539- 1.23% |
$91.3K - $98.6K
|
43.2K
$7.67M
|
|
|
May 15, 2025
Q1 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-540- 2.9% |
$91.5K - $98.7K
|
18.1K
$3.21M
|
|
|
May 07, 2025
Q1 2025
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-544- 0.6% |
$92.2K - $99.5K
|
90.8K
$16.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-560- 12.09% |
$94.9K - $102K
|
4.07K
$723K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-568- 2.37% |
$96.2K - $104K
|
23.4K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-568- 2.51% |
$96.2K - $104K
|
22.1K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-568- 12.11% |
$96.2K - $104K
|
4.12K
$732K
|
|
|
Apr 08, 2025
Q1 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-575- 0.61% |
$97.4K - $105K
|
93.7K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-578- 4.99% |
$97.9K - $106K
|
11K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-584- 4.33% |
$98.9K - $107K
|
12.9K
$2.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
SELL
|
- |
-585- 20.92% |
$99.1K - $107K
|
2.21K
$393K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-590- 32.24% |
$100K - $108K
|
1.24K
$220K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-593- 17.45% |
$100K - $108K
|
2.81K
$498K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-594- 7.75% |
$101K - $109K
|
7.07K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-609- 5.54% |
$103K - $111K
|
10.4K
$1.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 20.69% |
$104K - $112K
|
2.34K
$416K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-617- 0.79% |
$105K - $113K
|
77.4K
$13.7M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-618- 0.23% |
$105K - $113K
|
266K
$47.2M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-626- 19.2% |
$106K - $114K
|
2.64K
$468K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-629- 9.36% |
$107K - $115K
|
6.09K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-642- 1.96% |
$109K - $117K
|
32.2K
$5.72M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-664- 2.38% |
$113K - $121K
|
27.3K
$4.84M
|