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
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-69- 0.39% |
$10.6K - $12.5K
|
17.6K
$3.29M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-71- 0.37% |
$10.9K - $12.9K
|
19.2K
$3.6M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-72- 1.5% |
$11K - $13.1K
|
4.72K
$883K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-73- 0.39% |
$11.2K - $13.3K
|
18.8K
$3.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-73- 78.49% |
$11.2K - $13.3K
|
20
$3.74K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-77- 3.92% |
$11.8K - $14K
|
1.89K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-77- 2.67% |
$11.8K - $14K
|
2.81K
$526K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-81- 1.66% |
$12.4K - $14.7K
|
4.8K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-84- 7.97% |
$12.8K - $15.3K
|
970
$181K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-88- 0.94% |
$13.5K - $16K
|
9.26K
$1.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-95- 0.65% |
$14.5K - $17.3K
|
14.6K
$2.72M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-96- 0.39% |
$14.7K - $17.4K
|
24.8K
$4.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-98- 2.94% |
$15K - $17.8K
|
3.23K
$604K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-98- 0.69% |
$15K - $17.8K
|
14.1K
$2.65M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-99- 2.88% |
$15.1K - $18K
|
3.34K
$626K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 6.47% |
$15.3K - $18.2K
|
1.45K
$270K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-100- 3.62% |
$15.3K - $18.2K
|
2.66K
$498K
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 5.46% |
$15.3K - $18.2K
|
1.73K
$324K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-100- 1.04% |
$15.3K - $18.2K
|
9.52K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-101- 5.27% |
$15.4K - $18.4K
|
1.82K
$340K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-102- 2.26% |
$15.6K - $18.5K
|
4.41K
$824K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-107- 1.01% |
$16.4K - $19.4K
|
10.5K
$1.95M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-109- 5.54% |
$16.7K - $19.8K
|
1.86K
$348K
|
|
|
Aug 14, 2025
Q2 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-110- 3.54% |
$16.8K - $20K
|
3K
$561K
|
|
|
Aug 13, 2025
Q2 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-112- 0.89% |
$17.1K - $20.4K
|
12.4K
$2.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-114- 6.7% |
$17.4K - $20.7K
|
1.59K
$297K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-115- 6.13% |
$17.6K - $20.9K
|
1.76K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-116- 4.73% |
$17.7K - $21.1K
|
2.33K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-117- 0.95% |
$17.9K - $21.3K
|
12.2K
$2.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-117- 0.23% |
$17.9K - $21.3K
|
50.1K
$9.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-117- 9.1% |
$17.9K - $21.3K
|
1.17K
$219K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-122- 5.52% |
$18.7K - $22.2K
|
2.09K
$391K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-122- 0.05% |
$18.7K - $22.2K
|
266K
$49.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-123- 3.84% |
$18.8K - $22.4K
|
3.08K
$577K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-125- 2.65% |
$19.1K - $22.7K
|
4.59K
$859K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-125- 2.04% |
$19.1K - $22.7K
|
5.99K
$1.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-125- 3.64% |
$19.1K - $22.7K
|
3.31K
$619K
|
|
|
Jul 18, 2025
Q2 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-127- 11.61% |
$19.4K - $23.1K
|
967
$181K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-127- 6.29% |
$19.4K - $23.1K
|
1.89K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-130- 0.8% |
$19.9K - $23.6K
|
16.1K
$3.01M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-131- 0.7% |
$20K - $23.8K
|
18.7K
$3.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-132- 2.0% |
$20.2K - $24K
|
6.46K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-132- 2.15% |
$20.2K - $24K
|
6K
$1.12M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-132- 14.0% |
$20.2K - $24K
|
811
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-134- 0.1% |
$20.5K - $24.4K
|
133K
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-135- 2.91% |
$20.6K - $24.5K
|
4.51K
$843K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-137- 41.9% |
$21K - $24.9K
|
190
$35.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-139- 6.28% |
$21.3K - $25.3K
|
2.08K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-139- 10.97% |
$21.3K - $25.3K
|
1.13K
$211K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-141- 1.49% |
$21.6K - $25.6K
|
9.33K
$1.75M
|