Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.14K+ 6.89% |
$174K - $207K
|
17.6K
$3.3M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.14KNew |
$174K - $206K
|
1.14K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.13K+ 5.09% |
$172K - $205K
|
23.2K
$4.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.13KNew |
$172K - $204K
|
1.13K
$210K
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12KNew |
$171K - $204K
|
1.12K
$210K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.12KNew |
$171K - $203K
|
1.12K
$209K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$170K - $202K
|
1.11K
$208K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.11KNew |
$170K - $202K
|
1.11K
$208K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
1.11K+ 2.88% |
$170K - $202K
|
39.7K
$7.42M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.11KNew |
$170K - $202K
|
1.11K
$207K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.11K+ 14.57% |
$169K - $201K
|
8.71K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 1.27% |
$168K - $200K
|
87.8K
$16.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
1.1K+ 9.67% |
$168K - $200K
|
12.5K
$2.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.09K+ 1.57% |
$166K - $197K
|
70.3K
$13.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 8.37% |
$160K - $190K
|
13.5K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.03K+ 1.14% |
$158K - $188K
|
91.9K
$17.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.03K+ 2.28% |
$157K - $187K
|
46K
$8.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.83% |
$157K - $186K
|
125K
$23.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1.02K+ 2.51% |
$155K - $184K
|
41.5K
$7.76M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1K+ 6.72% |
$153K - $182K
|
15.9K
$2.97M
|
|
|
Jul 24, 2025
Q2 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$153K - $182K
|
1K
$187K
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1K+ 1.06% |
$153K - $182K
|
95.3K
$17.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
997New |
$152K - $181K
|
997
$186K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
994+ 5.8% |
$152K - $181K
|
18.1K
$3.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
989+ 16.99% |
$151K - $180K
|
6.81K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
980+ 72.59% |
$150K - $178K
|
2.33K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
970+ 5.8% |
$148K - $176K
|
17.7K
$3.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
964+ 0.49% |
$147K - $175K
|
197K
$36.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
955+ 21.57% |
$146K - $174K
|
5.38K
$1.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
945New |
$145K - $172K
|
945
$177K
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
940+ 10.49% |
$144K - $171K
|
9.91K
$1.85M
|
|
|
Jul 14, 2025
Q2 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
931+ 18.67% |
$142K - $169K
|
5.92K
$1.11M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
930+ 10.68% |
$142K - $169K
|
9.64K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Radnor Capital Management, LLC
|
BUY
|
- |
926+ 19.49% |
$142K - $168K
|
5.68K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
926New |
$142K - $168K
|
926
$173K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
913+ 1.99% |
$140K - $166K
|
46.8K
$8.76M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
913+ 3.76% |
$140K - $166K
|
25.2K
$4.72M
|
|
|
Jul 30, 2025
Q2 2025
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
903+ 6.6% |
$138K - $164K
|
14.6K
$2.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
901+ 2.97% |
$138K - $164K
|
31.2K
$5.85M
|
|
|
Jul 24, 2025
Q2 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
900+ 3.96% |
$138K - $164K
|
23.7K
$4.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
895+ 3.7% |
$137K - $163K
|
25.1K
$4.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
880+ 8.51% |
$135K - $160K
|
11.2K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
874+ 7.81% |
$134K - $159K
|
12.1K
$2.26M
|
|
|
Jul 25, 2025
Q2 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
872+ 25.41% |
$133K - $158K
|
4.3K
$805K
|
|
|
Aug 08, 2025
Q2 2025
|
Arvest Bank Trust Division
Dewey, OK |
BUY
|
- |
858+ 0.48% |
$131K - $156K
|
178K
$33.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
834+ 2.53% |
$128K - $152K
|
33.8K
$6.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
831+ 0.53% |
$127K - $151K
|
158K
$29.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
830+ 1.68% |
$127K - $151K
|
50.1K
$9.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
828+ 4.12% |
$127K - $150K
|
20.9K
$3.91M
|
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
808+ 0.96% |
$124K - $147K
|
85.2K
$15.9M
|