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 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-590- 32.24% |
$100K - $108K
|
1.24K
$227K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-593- 17.45% |
$100K - $108K
|
2.81K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-594- 7.75% |
$101K - $109K
|
7.07K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-609- 5.54% |
$103K - $111K
|
10.4K
$1.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-611- 20.69% |
$104K - $112K
|
2.34K
$429K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-617- 0.79% |
$105K - $113K
|
77.4K
$14.2M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-618- 0.23% |
$105K - $113K
|
266K
$48.6M
|
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-626- 19.2% |
$106K - $114K
|
2.64K
$482K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-629- 9.36% |
$107K - $115K
|
6.09K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-642- 1.96% |
$109K - $117K
|
32.2K
$5.89M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-664- 2.38% |
$113K - $121K
|
27.3K
$4.99M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-673- 3.59% |
$114K - $123K
|
18.1K
$3.31M
|
|
|
May 12, 2025
Q1 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-673- 2.08% |
$114K - $123K
|
31.7K
$5.81M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-674- 17.93% |
$114K - $123K
|
3.09K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-684- 0.69% |
$116K - $125K
|
98.6K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-688- 1.56% |
$117K - $126K
|
43.4K
$7.94M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-689- 5.23% |
$117K - $126K
|
12.5K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-700- 18.48% |
$119K - $128K
|
3.09K
$565K
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-702- 5.04% |
$119K - $128K
|
13.2K
$2.42M
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-716- 8.72% |
$121K - $131K
|
7.49K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-723- 4.45% |
$122K - $132K
|
15.5K
$2.84M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-749- 18.18% |
$127K - $137K
|
3.37K
$617K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-750- 11.95% |
$127K - $137K
|
5.53K
$1.01M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-751- 0.69% |
$127K - $137K
|
108K
$19.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-755- 1.62% |
$128K - $138K
|
45.9K
$8.4M
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-760- 14.41% |
$129K - $139K
|
4.51K
$826K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-766- 4.89% |
$130K - $140K
|
14.9K
$2.72M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-774- 22.25% |
$131K - $142K
|
2.71K
$495K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-776- 26.92% |
$131K - $142K
|
2.11K
$386K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-788- 4.75% |
$134K - $144K
|
15.8K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-805- 8.48% |
$136K - $147K
|
8.69K
$1.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-834- 5.53% |
$141K - $152K
|
14.2K
$2.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-847- 6.07% |
$144K - $155K
|
13.1K
$2.4M
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-865- 11.75% |
$147K - $158K
|
6.5K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-884- 7.19% |
$150K - $162K
|
11.4K
$2.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-923- 1.47% |
$156K - $169K
|
61.7K
$11.3M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-950- 6.0% |
$161K - $174K
|
14.9K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-951- 15.19% |
$161K - $174K
|
5.31K
$972K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-953- 6.32% |
$161K - $174K
|
14.1K
$2.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-975- 14.25% |
$165K - $178K
|
5.87K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-975- 2.08% |
$165K - $178K
|
45.9K
$8.41M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-975- 1.62% |
$165K - $178K
|
59.2K
$10.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-979- 2.14% |
$166K - $179K
|
44.8K
$8.2M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-982- 5.83% |
$166K - $180K
|
15.9K
$2.91M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-989- 2.54% |
$168K - $181K
|
38K
$6.95M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1K- 18.7% |
$169K - $183K
|
4.35K
$796K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.01K- 2.51% |
$171K - $185K
|
39.2K
$7.18M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.01K- 7.88% |
$171K - $185K
|
11.8K
$2.17M
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-1.03K- 12.57% |
$174K - $188K
|
7.14K
$1.31M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.03K- 22.29% |
$174K - $188K
|
3.59K
$657K
|