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 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-1.17K- 24.75% |
$199K - $214K
|
3.57K
$634K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.18K- 7.48% |
$200K - $216K
|
14.6K
$2.6M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-1.21K- 1.95% |
$205K - $221K
|
60.9K
$10.8M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.23K- 50.08% |
$208K - $225K
|
1.23K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
SELL
|
- |
-1.24K- 50.37% |
$210K - $227K
|
1.22K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.25K- 5.06% |
$212K - $229K
|
23.5K
$4.18M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1.26K- 4.18% |
$213K - $230K
|
28.8K
$5.12M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.26K- 4.67% |
$214K - $231K
|
25.8K
$4.58M
|
|
|
May 14, 2025
Q1 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-1.26K- 51.11% |
$214K - $231K
|
1.21K
$215K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.29K- 9.35% |
$218K - $236K
|
12.5K
$2.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.3K- 23.93% |
$220K - $237K
|
4.13K
$733K
|
|
|
May 07, 2025
Q1 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.31K- 1.12% |
$223K - $240K
|
116K
$20.5M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
SELL
|
- |
-1.33K- 12.1% |
$225K - $243K
|
9.66K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.33K- 33.66% |
$226K - $243K
|
2.62K
$466K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.35K- 1.8% |
$228K - $246K
|
73.4K
$13M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.39K- 3.78% |
$235K - $253K
|
35.3K
$6.27M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.39K- 23.91% |
$236K - $254K
|
4.43K
$786K
|
|
|
May 13, 2025
Q1 2025
|
Gator Capital Management, LLC
|
SELL
|
- |
-1.4K- 5.97% |
$237K - $256K
|
22K
$3.91M
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-1.4K- 33.32% |
$238K - $256K
|
2.81K
$498K
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.42K- 2.4% |
$240K - $259K
|
57.5K
$10.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.44K- 22.97% |
$244K - $263K
|
4.83K
$858K
|
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1.53K- 1.07% |
$258K - $279K
|
141K
$25M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.54K- 18.18% |
$260K - $281K
|
6.92K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-1.56K- 22.47% |
$264K - $284K
|
5.37K
$954K
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-1.57K- 6.04% |
$266K - $287K
|
24.4K
$4.34M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.58K- 12.2% |
$267K - $289K
|
11.4K
$2.02M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.58K- 20.44% |
$268K - $289K
|
6.16K
$1.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.61K- 6.34% |
$272K - $294K
|
23.7K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.61K- 21.23% |
$273K - $295K
|
5.98K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-1.62K- 5.61% |
$274K - $295K
|
27.2K
$4.82M
|
|
|
May 02, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-1.63K- 49.39% |
$275K - $297K
|
1.67K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.64K- 30.93% |
$278K - $300K
|
3.67K
$651K
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.65K- 10.12% |
$280K - $302K
|
14.7K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-1.7K- 4.21% |
$288K - $311K
|
38.7K
$6.87M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-1.71K- 20.03% |
$289K - $312K
|
6.81K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-1.74K- 3.48% |
$294K - $317K
|
48.2K
$8.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.74K- 26.78% |
$295K - $318K
|
4.76K
$846K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.75K- 16.86% |
$297K - $320K
|
8.63K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.86K- 8.73% |
$315K - $340K
|
19.4K
$3.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-1.86K- 11.11% |
$315K - $340K
|
14.9K
$2.65M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-1.88K- 2.88% |
$319K - $344K
|
63.4K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.89K- 9.19% |
$320K - $346K
|
18.7K
$3.32M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.89K- 7.4% |
$321K - $346K
|
23.7K
$4.21M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-1.91K- 26.06% |
$323K - $348K
|
5.41K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-1.91K- 17.47% |
$324K - $349K
|
9.03K
$1.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.99K- 10.55% |
$336K - $363K
|
16.8K
$2.99M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.99K- 9.54% |
$337K - $363K
|
18.8K
$3.35M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-2K- 50.0% |
$339K - $366K
|
2K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-2.02K- 17.32% |
$342K - $369K
|
9.63K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-2.02K- 5.14% |
$342K - $369K
|
37.3K
$6.62M
|