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 29, 2025
Q2 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-235- 9.89% |
$35.9K - $42.7K
|
2.14K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
K2 Financial Inc.
Glendora, CA |
SELL
|
- |
-237- 2.98% |
$36.2K - $43.1K
|
7.72K
$1.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-238- 6.03% |
$36.4K - $43.3K
|
3.71K
$694K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-238- 6.89% |
$36.4K - $43.3K
|
3.22K
$602K
|
|
|
Jul 30, 2025
Q2 2025
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-239- 3.0% |
$36.6K - $43.4K
|
7.72K
$1.44M
|
|
|
Jul 08, 2025
Q2 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-244- 1.27% |
$37.3K - $44.3K
|
18.9K
$3.54M
|
|
|
Aug 04, 2025
Q2 2025
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-249- 4.64% |
$38.1K - $45.3K
|
5.11K
$956K
|
|
|
Aug 08, 2025
Q2 2025
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-249- 84.98% |
$38.1K - $45.3K
|
44
$8.23K
|
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-250- 14.29% |
$38.2K - $45.4K
|
1.5K
$280K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-250- 1.73% |
$38.2K - $45.4K
|
14.2K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-254- 23.22% |
$38.8K - $46.2K
|
840
$157K
|
|
|
Aug 06, 2025
Q2 2025
|
Excalibur Management Corp
|
SELL
|
- |
-256- 1.16% |
$39.2K - $46.5K
|
21.8K
$4.07M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-261- 44.09% |
$39.9K - $47.4K
|
331
$61.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-264- 14.99% |
$40.4K - $48K
|
1.5K
$280K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
SELL
|
- |
-267- 10.95% |
$40.8K - $48.5K
|
2.17K
$406K
|
|
|
Jul 22, 2025
Q2 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-269- 9.29% |
$41.1K - $48.9K
|
2.63K
$492K
|
|
|
Jul 31, 2025
Q2 2025
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-269- 1.34% |
$41.1K - $48.9K
|
19.8K
$3.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-271- 1.09% |
$41.4K - $49.3K
|
24.6K
$4.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Darrow Company, Inc.
|
SELL
|
- |
-272- 0.94% |
$41.6K - $49.4K
|
28.5K
$5.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-275- 1.22% |
$42.1K - $50K
|
22.3K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-275- 5.06% |
$42.1K - $50K
|
5.16K
$965K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-276- 13.44% |
$42.2K - $50.2K
|
1.78K
$333K
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-276- 1.16% |
$42.2K - $50.2K
|
23.5K
$4.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-277- 1.02% |
$42.4K - $50.3K
|
26.9K
$5.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-278- 6.46% |
$42.5K - $50.5K
|
4.03K
$753K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-278- 3.3% |
$42.5K - $50.5K
|
8.16K
$1.53M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-282- 1.2% |
$43.1K - $51.3K
|
23.3K
$4.35M
|
|
|
Sep 22, 2025
Q2 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-282- 12.09% |
$43.1K - $51.3K
|
2.05K
$383K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-283- 6.76% |
$43.3K - $51.4K
|
3.9K
$730K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 9.75% |
$43.4K - $51.6K
|
2.63K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-285- 1.79% |
$43.6K - $51.8K
|
15.6K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-286- 0.87% |
$43.7K - $52K
|
32.5K
$6.09M
|
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-288- 13.68% |
$44K - $52.3K
|
1.82K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-290- 14.83% |
$44.3K - $52.7K
|
1.67K
$311K
|
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-291- 4.99% |
$44.5K - $52.9K
|
5.54K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-292- 4.03% |
$44.7K - $53.1K
|
6.95K
$1.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300- 20.17% |
$45.9K - $54.5K
|
1.19K
$222K
|
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-300- 8.7% |
$45.9K - $54.5K
|
3.15K
$589K
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-308- 8.89% |
$47.1K - $56K
|
3.16K
$591K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-312- 0.02% |
$47.7K - $56.7K
|
1.55M
$291M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-317- 1.07% |
$48.5K - $57.6K
|
29.3K
$5.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-318- 2.29% |
$48.6K - $57.8K
|
13.6K
$2.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-322- 17.99% |
$49.2K - $58.5K
|
1.47K
$275K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-322- 5.08% |
$49.2K - $58.5K
|
6.02K
$1.13M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-323- 16.4% |
$49.4K - $58.7K
|
1.65K
$308K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-325- 3.34% |
$49.7K - $59.1K
|
9.4K
$1.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-325- 5.47% |
$49.7K - $59.1K
|
5.61K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-326- 0.75% |
$49.9K - $59.2K
|
42.9K
$8.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-327- 2.91% |
$50K - $59.4K
|
10.9K
$2.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-330- 4.02% |
$50.5K - $60K
|
7.88K
$1.47M
|