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 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
179+ 9.33% |
$27.4K - $32.5K
|
2.1K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
179+ 3.1% |
$27.4K - $32.5K
|
5.96K
$1.11M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
177+ 19.67% |
$27.1K - $32.2K
|
1.08K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
176+ 10.48% |
$26.9K - $32K
|
1.86K
$347K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
176+ 10.48% |
$26.9K - $32K
|
1.86K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
175+ 3.89% |
$26.8K - $31.8K
|
4.68K
$875K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
175+ 5.0% |
$26.8K - $31.8K
|
3.68K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
174+ 0.16% |
$26.6K - $31.6K
|
112K
$21M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
173+ 1.8% |
$26.5K - $31.4K
|
9.8K
$1.83M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
172+ 2.55% |
$26.3K - $31.3K
|
6.92K
$1.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
169+ 4.94% |
$25.8K - $30.7K
|
3.59K
$672K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
165+ 6.46% |
$25.2K - $30K
|
2.72K
$509K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
162+ 0.28% |
$24.8K - $29.4K
|
57.6K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
158New |
$24.2K - $28.7K
|
158
$29.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
154+ 7.51% |
$23.6K - $28K
|
2.2K
$412K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
151+ 11.56% |
$23.1K - $27.4K
|
1.46K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
150+ 50.0% |
$22.9K - $27.3K
|
450
$84.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
150+ 0.5% |
$22.9K - $27.3K
|
29.9K
$5.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
140New |
$21.4K - $25.4K
|
140
$26.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
140+ 10.73% |
$21.4K - $25.4K
|
1.45K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
140+ 3.58% |
$21.4K - $25.4K
|
4.06K
$759K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
137+ 2.3% |
$21K - $24.9K
|
6.1K
$1.14M
|
|
|
Oct 27, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
135+ 1.38% |
$20.6K - $24.5K
|
9.89K
$1.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
134+ 1.08% |
$20.5K - $24.4K
|
12.6K
$2.35M
|
|
|
Aug 05, 2025
Q2 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
132+ 3.06% |
$20.2K - $24K
|
4.45K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
First City Capital Management, Inc.
|
BUY
|
- |
130+ 3.09% |
$19.9K - $23.6K
|
4.34K
$811K
|
|
|
Aug 14, 2025
Q2 2025
|
Spectrum Financial Alliance LTD LLC
|
BUY
|
- |
130+ 11.14% |
$19.9K - $23.6K
|
1.3K
$243K
|
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
128+ 2560.0% |
$19.6K - $23.3K
|
133
$24.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
126+ 3.35% |
$19.3K - $22.9K
|
3.88K
$726K
|
|
|
Aug 13, 2025
Q2 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
125+ 1.24% |
$19.1K - $22.7K
|
10.2K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
123+ 3.51% |
$18.8K - $22.4K
|
3.63K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
121+ 0.95% |
$18.5K - $22K
|
12.9K
$2.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
121+ 2.35% |
$18.5K - $22K
|
5.28K
$987K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
120+ 9.56% |
$18.4K - $21.8K
|
1.38K
$257K
|
|
|
Jul 23, 2025
Q2 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
120+ 5.4% |
$18.4K - $21.8K
|
2.34K
$438K
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
119+ 1.59% |
$18.2K - $21.6K
|
7.6K
$1.42M
|
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
114+ 2.17% |
$17.4K - $20.7K
|
5.37K
$1M
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
112+ 0.25% |
$17.1K - $20.4K
|
44.2K
$8.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
110+ 5.56% |
$16.8K - $20K
|
2.09K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
BUY
|
- |
110+ 0.84% |
$16.8K - $20K
|
13.2K
$2.47M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
110+ 0.37% |
$16.8K - $20K
|
29.7K
$5.55M
|
|
|
Jul 14, 2025
Q2 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
110+ 6.69% |
$16.8K - $20K
|
1.75K
$328K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
110+ 35.14% |
$16.8K - $20K
|
423
$79.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
107+ 8.39% |
$16.4K - $19.4K
|
1.38K
$259K
|
|
|
Jul 11, 2025
Q2 2025
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
106+ 5.23% |
$16.2K - $19.3K
|
2.13K
$399K
|
|
|
Aug 14, 2025
Q2 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
106+ 2.68% |
$16.2K - $19.3K
|
4.06K
$760K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
105+ 30.26% |
$16.1K - $19.1K
|
452
$84.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
BUY
|
- |
105+ 5.45% |
$16.1K - $19.1K
|
2.03K
$380K
|
|
|
Aug 11, 2025
Q2 2025
|
America First Investment Advisors, LLC
|
BUY
|
- |
105+ 5.47% |
$16.1K - $19.1K
|
2.02K
$378K
|
|
|
Jul 11, 2025
Q2 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
104New |
$15.9K - $18.9K
|
104
$19.5K
|