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 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-330- 18.03% |
$50.5K - $60K
|
1.5K
$281K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-333- 0.96% |
$50.9K - $60.5K
|
34.2K
$6.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-334- 10.14% |
$51.1K - $60.7K
|
2.96K
$554K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-340- 5.58% |
$52K - $61.8K
|
5.75K
$1.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-343- 1.64% |
$52.5K - $62.3K
|
20.6K
$3.85M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-344- 1.45% |
$52.6K - $62.5K
|
23.4K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-344- 1.11% |
$52.6K - $62.5K
|
30.7K
$5.75M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-348- 60.31% |
$53.2K - $63.2K
|
229
$42.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-353- 2.32% |
$54K - $64.2K
|
14.8K
$2.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-357- 8.68% |
$54.6K - $64.9K
|
3.76K
$703K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-359- 2.72% |
$54.9K - $65.2K
|
12.8K
$2.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-361- 3.98% |
$55.2K - $65.6K
|
8.7K
$1.63M
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-363- 0.21% |
$55.5K - $66K
|
175K
$32.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-364- 1.36% |
$55.7K - $66.2K
|
26.5K
$4.96M
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-368- 0.15% |
$56.3K - $66.9K
|
244K
$45.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-370- 1.24% |
$56.6K - $67.2K
|
29.5K
$5.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-370- 5.22% |
$56.6K - $67.2K
|
6.72K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-373- 0.43% |
$57K - $67.8K
|
85.5K
$16M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-383- 2.72% |
$58.6K - $69.6K
|
13.7K
$2.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-396- 1.18% |
$60.6K - $72K
|
33.1K
$6.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-396- 1.75% |
$60.6K - $72K
|
22.2K
$4.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-396- 0.65% |
$60.6K - $72K
|
60.9K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 1.23% |
$61.2K - $72.7K
|
32.2K
$6.03M
|
|
|
Jul 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-400- 18.43% |
$61.2K - $72.7K
|
1.77K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 0.18% |
$61.2K - $72.7K
|
222K
$41.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-403- 4.64% |
$61.6K - $73.2K
|
8.29K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-414- 8.37% |
$63.3K - $75.2K
|
4.53K
$848K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-414- 96.06% |
$63.3K - $75.2K
|
17
$3.18K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-418- 19.69% |
$63.9K - $76K
|
1.71K
$319K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-418- 0.7% |
$63.9K - $76K
|
58.9K
$11M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-419- 9.44% |
$64.1K - $76.1K
|
4.02K
$752K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-421- 5.33% |
$64.4K - $76.5K
|
7.47K
$1.4M
|
|
|
Aug 25, 2025
Q2 2025
|
Nautilus Advisors LLC
La Jolla, CA |
SELL
|
- |
-423- 12.91% |
$64.7K - $76.9K
|
2.85K
$534K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-430- 1.05% |
$65.8K - $78.1K
|
40.4K
$7.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-435- 3.76% |
$66.5K - $79.1K
|
11.1K
$2.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 13.5% |
$69.3K - $82.3K
|
2.9K
$543K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-454- 1.16% |
$69.4K - $82.5K
|
38.8K
$7.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-455- 14.21% |
$69.6K - $82.7K
|
2.75K
$514K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-459- 5.26% |
$70.2K - $83.4K
|
8.27K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-462- 6.33% |
$70.7K - $84K
|
6.84K
$1.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-471- 3.62% |
$72K - $85.6K
|
12.5K
$2.35M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-472- 2.28% |
$72.2K - $85.8K
|
20.3K
$3.79M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-491- 8.24% |
$75.1K - $89.2K
|
5.47K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-492- 5.2% |
$75.2K - $89.4K
|
8.98K
$1.68M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-506- 4.22% |
$77.4K - $92K
|
11.5K
$2.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-506- 14.37% |
$77.4K - $92K
|
3.01K
$564K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-507- 28.28% |
$77.5K - $92.1K
|
1.29K
$241K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-522- 1.35% |
$79.8K - $94.9K
|
38.2K
$7.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-527- 13.34% |
$80.6K - $95.8K
|
3.42K
$640K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-536- 15.43% |
$82K - $97.4K
|
2.94K
$550K
|