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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-538- 14.64% |
$82.3K - $97.8K
|
3.14K
$587K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-547- 2.31% |
$83.7K - $99.4K
|
23.1K
$4.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-557- 8.52% |
$85.2K - $101K
|
5.98K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-564- 31.77% |
$86.3K - $103K
|
1.21K
$227K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-575- 19.17% |
$87.9K - $105K
|
2.43K
$454K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-577- 22.22% |
$88.2K - $105K
|
2.02K
$378K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-579- 13.43% |
$88.5K - $105K
|
3.73K
$698K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-584- 23.0% |
$89.3K - $106K
|
1.96K
$366K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-598- 12.89% |
$91.5K - $109K
|
4.04K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-603- 3.31% |
$92.2K - $110K
|
17.6K
$3.3M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-605- 65.69% |
$92.5K - $110K
|
316
$59.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-613- 14.87% |
$93.7K - $111K
|
3.51K
$656K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-622- 11.77% |
$95.1K - $113K
|
4.66K
$872K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-626- 26.15% |
$95.7K - $114K
|
1.77K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-627- 12.36% |
$95.9K - $114K
|
4.45K
$832K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-629- 4.4% |
$96.2K - $114K
|
13.7K
$2.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-631- 19.24% |
$96.5K - $115K
|
2.65K
$496K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-640- 47.48% |
$97.9K - $116K
|
708
$132K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-649- 5.02% |
$99.3K - $118K
|
12.3K
$2.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-650- 8.65% |
$99.4K - $118K
|
6.87K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-655- 21.57% |
$100K - $119K
|
2.38K
$445K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-660- 5.6% |
$101K - $120K
|
11.1K
$2.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-662- 2.46% |
$101K - $120K
|
26.3K
$4.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-663- 4.22% |
$101K - $120K
|
15K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-663- 4.54% |
$101K - $120K
|
13.9K
$2.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-670- 9.64% |
$102K - $122K
|
6.28K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-676- 8.67% |
$103K - $123K
|
7.12K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-690- 3.67% |
$106K - $125K
|
18.1K
$3.39M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-703- 1.46% |
$108K - $128K
|
47.3K
$8.85M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-703- 1.41% |
$108K - $128K
|
49K
$9.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-704- 5.06% |
$108K - $128K
|
13.2K
$2.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-730- 2.21% |
$112K - $133K
|
32.4K
$6.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-733- 5.65% |
$112K - $133K
|
12.2K
$2.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-738- 9.92% |
$113K - $134K
|
6.7K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-738- 5.05% |
$113K - $134K
|
13.9K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
First Merchants Corp
|
SELL
|
- |
-739- 5.49% |
$113K - $134K
|
12.7K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-743- 25.14% |
$114K - $135K
|
2.21K
$414K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-744- 4.05% |
$114K - $135K
|
17.6K
$3.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-744- 1.54% |
$114K - $135K
|
47.6K
$8.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-753- 10.55% |
$115K - $137K
|
6.39K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-761- 19.91% |
$116K - $138K
|
3.06K
$573K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-765- 18.27% |
$117K - $139K
|
3.42K
$640K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-773- 8.89% |
$118K - $140K
|
7.92K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-782- 2.1% |
$120K - $142K
|
36.5K
$6.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-785- 2.55% |
$120K - $143K
|
30K
$5.61M
|
|
|
Jul 02, 2025
Q2 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-786- 0.39% |
$120K - $143K
|
199K
$37.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-795- 19.67% |
$122K - $144K
|
3.25K
$607K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-797- 1.39% |
$122K - $145K
|
56.6K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-798- 1.96% |
$122K - $145K
|
39.9K
$7.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-840- 10.12% |
$128K - $153K
|
7.46K
$1.4M
|