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 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
328+ 59.85% |
$50.2K - $59.6K
|
876
$164K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
328+ 4.25% |
$50.2K - $59.6K
|
8.04K
$1.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Clarus Group, Inc.
|
BUY
|
- |
327+ 0.61% |
$50K - $59.4K
|
54.3K
$10.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
327+ 21.67% |
$50K - $59.4K
|
1.84K
$343K
|
|
|
Aug 14, 2025
Q2 2025
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
323+ 0.37% |
$49.4K - $58.7K
|
88K
$16.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
320+ 0.47% |
$48.9K - $58.2K
|
68.1K
$12.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
319+ 2.95% |
$48.8K - $58K
|
11.1K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
318+ 0.37% |
$48.6K - $57.8K
|
85.9K
$16.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
316+ 7.86% |
$48.3K - $57.4K
|
4.34K
$811K
|
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
307+ 1.33% |
$46.9K - $55.8K
|
23.4K
$4.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
303+ 11.11% |
$46.3K - $55.1K
|
3.03K
$567K
|
|
|
Aug 14, 2025
Q2 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
303+ 0.23% |
$46.3K - $55.1K
|
130K
$24.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
292+ 5.49% |
$44.7K - $53.1K
|
5.61K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
291+ 17.48% |
$44.5K - $52.9K
|
1.96K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
290+ 3.42% |
$44.3K - $52.7K
|
8.78K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
288+ 1.79% |
$44K - $52.3K
|
16.4K
$3.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
286+ 0.73% |
$43.7K - $52K
|
39.7K
$7.43M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
282+ 6.62% |
$43.1K - $51.3K
|
4.54K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
281+ 0.4% |
$43K - $51.1K
|
70.8K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
272+ 1.59% |
$41.6K - $49.4K
|
17.3K
$3.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
269+ 2.55% |
$41.1K - $48.9K
|
10.8K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
268+ 5.24% |
$41K - $48.7K
|
5.38K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
265+ 11.3% |
$40.5K - $48.2K
|
2.61K
$488K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
259+ 8.67% |
$39.6K - $47.1K
|
3.25K
$608K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
257+ 2.04% |
$39.3K - $46.7K
|
12.9K
$2.4M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
256+ 4.53% |
$39.2K - $46.5K
|
5.91K
$1.11M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
250+ 13.52% |
$38.2K - $45.4K
|
2.1K
$393K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
244+ 9.71% |
$37.3K - $44.3K
|
2.76K
$516K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
242+ 9.69% |
$37K - $44K
|
2.74K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
240+ 53.81% |
$36.7K - $43.6K
|
686
$128K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
236+ 5.15% |
$36.1K - $42.9K
|
4.82K
$902K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
235+ 3.25% |
$35.9K - $42.7K
|
7.47K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
234+ 3.03% |
$35.8K - $42.5K
|
7.96K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
226+ 5.29% |
$34.6K - $41.1K
|
4.5K
$841K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
222+ 7.28% |
$34K - $40.3K
|
3.27K
$612K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
219+ 1.19% |
$33.5K - $39.8K
|
18.6K
$3.48M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
215+ 49.65% |
$32.9K - $39.1K
|
648
$121K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
215+ 0.88% |
$32.9K - $39.1K
|
24.8K
$4.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
214+ 9.31% |
$32.7K - $38.9K
|
2.51K
$470K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
213+ 1.32% |
$32.6K - $38.7K
|
16.4K
$3.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
207+ 4.1% |
$31.7K - $37.6K
|
5.25K
$983K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
205+ 9.64% |
$31.4K - $37.3K
|
2.33K
$436K
|
|
|
Aug 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
205+ 8.87% |
$31.4K - $37.3K
|
2.52K
$471K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
203+ 49.63% |
$31K - $36.9K
|
612
$114K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
200+ 4.57% |
$30.6K - $36.3K
|
4.58K
$856K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
200+ 5.41% |
$30.6K - $36.3K
|
3.9K
$729K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
198+ 11.66% |
$30.3K - $36K
|
1.9K
$355K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
189New |
$28.9K - $34.3K
|
189
$35.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
184+ 6.24% |
$28.1K - $33.4K
|
3.13K
$586K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
183+ 4.11% |
$28K - $33.3K
|
4.63K
$867K
|