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 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.69% |
$2.75K - $3.27K
|
2.61K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-18- 0.36% |
$2.75K - $3.27K
|
5.02K
$939K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-19- 0.36% |
$2.91K - $3.45K
|
5.22K
$976K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19- 0.24% |
$2.91K - $3.45K
|
7.92K
$1.48M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-20- 1.69% |
$3.06K - $3.63K
|
1.16K
$218K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 1.33% |
$3.06K - $3.63K
|
1.48K
$277K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-20- 0.76% |
$3.06K - $3.63K
|
2.61K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-21- 0.05% |
$3.21K - $3.82K
|
41.8K
$7.83M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21- 1.55% |
$3.21K - $3.82K
|
1.33K
$249K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-22- 1.64% |
$3.36K - $4K
|
1.32K
$247K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-23- 26.44% |
$3.52K - $4.18K
|
64
$12K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-24- 0.58% |
$3.67K - $4.36K
|
4.13K
$772K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-25- 3.76% |
$3.82K - $4.54K
|
640
$120K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-26- 0.73% |
$3.98K - $4.73K
|
3.55K
$664K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 3.5% |
$4.28K - $5.09K
|
772
$144K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-29- 0.87% |
$4.43K - $5.27K
|
3.29K
$615K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-30- 1.91% |
$4.59K - $5.45K
|
1.54K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.7% |
$4.59K - $5.45K
|
4.25K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-32- 1.27% |
$4.89K - $5.82K
|
2.48K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-33- 0.55% |
$5.05K - $6K
|
5.92K
$1.11M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34- 0.56% |
$5.2K - $6.18K
|
6.05K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-35- 2.42% |
$5.35K - $6.36K
|
1.41K
$264K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-35- 2.89% |
$5.35K - $6.36K
|
1.17K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-38- 1.95% |
$5.81K - $6.91K
|
1.92K
$358K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 0.62% |
$6.12K - $7.27K
|
6.46K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-40- 0.59% |
$6.12K - $7.27K
|
6.69K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-41- 1.01% |
$6.27K - $7.45K
|
4.01K
$750K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41- 1.15% |
$6.27K - $7.45K
|
3.52K
$658K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-42- 0.47% |
$6.42K - $7.63K
|
8.87K
$1.66M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-43- 1.76% |
$6.58K - $7.81K
|
2.4K
$449K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43- 63.24% |
$6.58K - $7.81K
|
25
$4.68K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 3.5% |
$6.88K - $8.18K
|
1.24K
$232K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-45- 10.3% |
$6.88K - $8.18K
|
392
$73.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-47- 0.12% |
$7.19K - $8.54K
|
38.6K
$7.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-47- 1.04% |
$7.19K - $8.54K
|
4.47K
$836K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-49- 3.8% |
$7.49K - $8.91K
|
1.24K
$232K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-49- 4.03% |
$7.49K - $8.91K
|
1.17K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-50- 3.88% |
$7.65K - $9.09K
|
1.24K
$232K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-51- 2.73% |
$7.8K - $9.27K
|
1.82K
$340K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-51- 2.07% |
$7.8K - $9.27K
|
2.41K
$451K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 0.98% |
$8.11K - $9.63K
|
5.38K
$1.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-56- 1.36% |
$8.56K - $10.2K
|
4.07K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 1.61% |
$9.02K - $10.7K
|
3.61K
$675K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-60- 1.23% |
$9.18K - $10.9K
|
4.83K
$903K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-61- 0.64% |
$9.33K - $11.1K
|
9.4K
$1.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-62- 1.88% |
$9.48K - $11.3K
|
3.24K
$605K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-63- 1.66% |
$9.63K - $11.4K
|
3.73K
$698K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-64- 0.72% |
$9.79K - $11.6K
|
8.87K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-64- 8.78% |
$9.79K - $11.6K
|
665
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 4.41% |
$9.94K - $11.8K
|
1.41K
$264K
|