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 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
39+ 0.14% |
$5.96K - $7.09K
|
27K
$5.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
39+ 0.81% |
$5.96K - $7.09K
|
4.83K
$903K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38+ 0.39% |
$5.81K - $6.91K
|
9.79K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 0.24% |
$5.51K - $6.54K
|
14.8K
$2.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36+ 8.63% |
$5.51K - $6.54K
|
453
$84.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
36+ 0.05% |
$5.51K - $6.54K
|
77.4K
$14.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
36New |
$5.51K - $6.54K
|
36
$6.73K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
36+ 360.0% |
$5.51K - $6.54K
|
46
$8.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
35+ 0.33% |
$5.35K - $6.36K
|
10.5K
$1.96M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
34+ 0.77% |
$5.2K - $6.18K
|
4.45K
$833K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
33+ 2.7% |
$5.05K - $6K
|
1.26K
$235K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
33+ 0.1% |
$5.05K - $6K
|
32.2K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
31+ 0.24% |
$4.74K - $5.63K
|
13.1K
$2.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 0.94% |
$4.59K - $5.45K
|
3.22K
$602K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 0.71% |
$4.28K - $5.09K
|
3.97K
$742K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.85% |
$3.98K - $4.73K
|
3.09K
$577K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$3.67K - $4.36K
|
24
$4.49K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
23+ 0.39% |
$3.52K - $4.18K
|
5.89K
$1.1M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.66% |
$3.36K - $4K
|
3.37K
$630K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$3.36K - $4K
|
22
$4.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21+ 1.15% |
$3.21K - $3.82K
|
1.84K
$345K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
20+ 0.52% |
$3.06K - $3.63K
|
3.83K
$717K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
20+ 0.41% |
$3.06K - $3.63K
|
4.86K
$909K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
18+ 1.16% |
$2.75K - $3.27K
|
1.57K
$294K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18New |
$2.75K - $3.27K
|
18
$3.37K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18+ 2.97% |
$2.75K - $3.27K
|
624
$117K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
18+ 41.86% |
$2.75K - $3.27K
|
61
$11.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
17+ 0.1% |
$2.6K - $3.09K
|
16.9K
$3.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
17New |
$2.6K - $3.09K
|
17
$3.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.22% |
$2.6K - $3.09K
|
7.83K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 0.38% |
$2.45K - $2.91K
|
4.26K
$796K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.33% |
$2.45K - $2.91K
|
4.92K
$920K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 0.74% |
$2.29K - $2.73K
|
2.04K
$381K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.14% |
$2.29K - $2.73K
|
10.4K
$1.94M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.09% |
$2.29K - $2.73K
|
16K
$2.99M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.03% |
$2.29K - $2.73K
|
50.8K
$9.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15+ 26.79% |
$2.29K - $2.73K
|
71
$13.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.39% |
$2.14K - $2.54K
|
3.56K
$666K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
14+ 0.33% |
$2.14K - $2.54K
|
4.29K
$803K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14+ 0.27% |
$2.14K - $2.54K
|
5.11K
$956K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
13+ 0.04% |
$1.99K - $2.36K
|
36.3K
$6.79M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13+ 6.84% |
$1.99K - $2.36K
|
203
$38K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
13+ 0.34% |
$1.99K - $2.36K
|
3.85K
$720K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.4% |
$1.84K - $2.18K
|
3.02K
$565K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 4.56% |
$1.84K - $2.18K
|
275
$51.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
12+ 0.41% |
$1.84K - $2.18K
|
2.95K
$552K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11+ 0.21% |
$1.68K - $2K
|
5.16K
$966K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.73% |
$1.68K - $2K
|
1.51K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.28% |
$1.53K - $1.82K
|
3.6K
$674K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.66% |
$1.53K - $1.82K
|
1.51K
$283K
|