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 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10+ 0.38% |
$1.53K - $1.82K
|
2.66K
$497K
|
|
|
Aug 14, 2025
Q2 2025
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
10New |
$1.53K - $1.82K
|
10
$1.87K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8+ 0.65% |
$1.22K - $1.45K
|
1.24K
$232K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.25% |
$1.22K - $1.45K
|
3.23K
$605K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.22K - $1.45K
|
6.83K
$1.28M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$1.22K - $1.45K
|
1.95K
$365K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.43% |
$1.22K - $1.45K
|
1.86K
$347K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
8+ 0.14% |
$1.22K - $1.45K
|
5.89K
$1.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
8+ 0.27% |
$1.22K - $1.45K
|
2.92K
$546K
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
8+ 0.27% |
$1.22K - $1.45K
|
2.94K
$550K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$1.07K - $1.27K
|
7
$1.31K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
7+ 0.44% |
$1.07K - $1.27K
|
1.6K
$299K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.17% |
$1.07K - $1.27K
|
4.11K
$770K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7+ 0.16% |
$1.07K - $1.27K
|
4.5K
$842K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.36% |
$1.07K - $1.27K
|
1.97K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.39% |
$1.07K - $1.27K
|
1.79K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
7+ 0.52% |
$1.07K - $1.27K
|
1.36K
$254K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
6+ 0.41% |
$918 - $1.09K
|
1.46K
$272K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
6+ 0.23% |
$918 - $1.09K
|
2.67K
$499K
|
|
|
Jul 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
6+ 0.4% |
$918 - $1.09K
|
1.52K
$284K
|
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$918 - $1.09K
|
2.35K
$439K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.45% |
$918 - $1.09K
|
1.35K
$253K
|
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6+ 0.2% |
$918 - $1.09K
|
2.94K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6+ 0.16% |
$918 - $1.09K
|
3.82K
$714K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$765 - $909
|
3.1K
$579K
|
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.29% |
$765 - $909
|
1.72K
$321K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.38% |
$765 - $909
|
1.31K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5+ 0.34% |
$765 - $909
|
1.5K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
5+ 0.01% |
$765 - $909
|
70.1K
$13.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.22% |
$612 - $727
|
1.84K
$344K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$612 - $727
|
4
$748
|
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.07% |
$612 - $727
|
5.76K
$1.08M
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4+ 0.31% |
$612 - $727
|
1.31K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4+ 0.03% |
$612 - $727
|
12.1K
$2.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
4+ 0.25% |
$612 - $727
|
1.61K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4+ 0.07% |
$612 - $727
|
5.96K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.22% |
$612 - $727
|
1.81K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.22% |
$612 - $727
|
1.8K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.21% |
$459 - $545
|
1.42K
$265K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.41% |
$459 - $545
|
729
$136K
|
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
3+ 0.25% |
$459 - $545
|
1.23K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3+ 0.11% |
$459 - $545
|
2.75K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.03% |
$459 - $545
|
10.7K
$1.99M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$306 - $363
|
3.4K
$637K
|
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$306 - $363
|
3.01K
$563K
|
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$306 - $363
|
3.67K
$687K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.03% |
$306 - $363
|
6.5K
$1.22M
|
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
2+ 0.05% |
$306 - $363
|
3.75K
$701K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.11% |
$306 - $363
|
1.82K
$340K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.02% |
$306 - $363
|
11.4K
$2.13M
|