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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
804+ 6.99% |
$123K - $146K
|
12.3K
$2.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Roth Financial Partners LLC
|
BUY
|
- |
802+ 0.81% |
$123K - $146K
|
99.3K
$18.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
778+ 52.25% |
$119K - $141K
|
2.27K
$424K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
769+ 29.1% |
$118K - $140K
|
3.41K
$638K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
768+ 62.85% |
$117K - $140K
|
1.99K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
765+ 4.12% |
$117K - $139K
|
19.3K
$3.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
763+ 3.67% |
$117K - $139K
|
21.6K
$4.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Epiq Partners, LLC
|
BUY
|
- |
761+ 5.04% |
$116K - $138K
|
15.9K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Sfmg, LLC
|
BUY
|
- |
750+ 61.22% |
$115K - $136K
|
1.98K
$369K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
745+ 9.42% |
$114K - $135K
|
8.65K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
733+ 16.94% |
$112K - $133K
|
5.06K
$947K
|
|
|
Jul 22, 2025
Q2 2025
|
Keudell
|
BUY
|
- |
728+ 27.31% |
$111K - $132K
|
3.39K
$635K
|
|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
726+ 2.45% |
$111K - $132K
|
30.4K
$5.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
707+ 12.78% |
$108K - $128K
|
6.24K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
705+ 1.13% |
$108K - $128K
|
63.3K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
705+ 26.59% |
$108K - $128K
|
3.36K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
704+ 27.78% |
$108K - $128K
|
3.24K
$606K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
691+ 41.43% |
$106K - $126K
|
2.36K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
686+ 23.54% |
$105K - $125K
|
3.6K
$673K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
686+ 1.14% |
$105K - $125K
|
60.9K
$11.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
681+ 24.69% |
$104K - $124K
|
3.44K
$643K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
680+ 6.48% |
$104K - $124K
|
11.2K
$2.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
666+ 1.13% |
$102K - $121K
|
59.7K
$11.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
658+ 6.72% |
$101K - $120K
|
10.5K
$1.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
642+ 8.56% |
$98.2K - $117K
|
8.15K
$1.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
639+ 15.69% |
$97.7K - $116K
|
4.71K
$881K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
634+ 11.23% |
$97K - $115K
|
6.28K
$1.17M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
632+ 8.26% |
$96.7K - $115K
|
8.29K
$1.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
629+ 12.55% |
$96.2K - $114K
|
5.64K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
BUY
|
- |
608+ 23.43% |
$93K - $110K
|
3.2K
$599K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
602+ 0.5% |
$92.1K - $109K
|
121K
$22.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
593+ 1.1% |
$90.7K - $108K
|
54.3K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
592+ 24.12% |
$90.5K - $108K
|
3.05K
$570K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
582+ 13.51% |
$89K - $106K
|
4.89K
$915K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
581+ 3.09% |
$88.9K - $106K
|
19.4K
$3.63M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
575+ 3.95% |
$87.9K - $105K
|
15.1K
$2.83M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
574+ 9.58% |
$87.8K - $104K
|
6.56K
$1.23M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
569+ 4.81% |
$87K - $103K
|
12.4K
$2.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
569+ 4.82% |
$87K - $103K
|
12.4K
$2.31M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
562+ 13.84% |
$85.9K - $102K
|
4.62K
$865K
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
560New |
$85.6K - $102K
|
560
$105K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
559New |
$85.5K - $102K
|
559
$105K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
557+ 39.12% |
$85.2K - $101K
|
1.98K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
551+ 2.36% |
$84.3K - $100K
|
23.9K
$4.47M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
550+ 0.57% |
$84.1K - $100K
|
97.8K
$18.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
545+ 50.46% |
$83.3K - $99K
|
1.63K
$304K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
544+ 34.98% |
$83.2K - $98.9K
|
2.1K
$393K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
544+ 3.9% |
$83.2K - $98.9K
|
14.5K
$2.71M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
531+ 23.99% |
$81.2K - $96.5K
|
2.74K
$513K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
529+ 7.23% |
$80.9K - $96.1K
|
7.85K
$1.47M
|