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 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-852- 1.53% |
$130K - $155K
|
55K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Bolthouse Investments, LLC
Bakersfield, CA |
SELL
|
- |
-854- 18.67% |
$131K - $155K
|
3.72K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-867- 3.63% |
$133K - $158K
|
23K
$4.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-873- 17.19% |
$134K - $159K
|
4.21K
$787K
|
|
|
Aug 04, 2025
Q2 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-874- 3.0% |
$134K - $159K
|
28.2K
$5.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-877- 12.5% |
$134K - $159K
|
6.14K
$1.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-880- 3.78% |
$135K - $160K
|
22.4K
$4.2M
|
|
|
Jul 03, 2025
Q2 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-881- 6.99% |
$135K - $160K
|
11.7K
$2.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-893- 5.78% |
$137K - $162K
|
14.6K
$2.72M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-899- 12.97% |
$137K - $163K
|
6.03K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-906- 3.17% |
$139K - $165K
|
27.7K
$5.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-922- 32.11% |
$141K - $168K
|
1.95K
$365K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-925- 1.41% |
$141K - $168K
|
64.7K
$12.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-926- 9.13% |
$142K - $168K
|
9.22K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-926- 0.46% |
$142K - $168K
|
199K
$37.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-938- 27.28% |
$143K - $170K
|
2.5K
$468K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-948- 12.17% |
$145K - $172K
|
6.84K
$1.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-948- 2.88% |
$145K - $172K
|
31.9K
$5.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-952- 5.08% |
$146K - $173K
|
17.8K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-960- 6.45% |
$147K - $174K
|
13.9K
$2.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-962- 19.4% |
$147K - $175K
|
4K
$747K
|
|
|
Jul 31, 2025
Q2 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-968- 38.2% |
$148K - $176K
|
1.57K
$293K
|
|
|
Jul 15, 2025
Q2 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-975- 17.7% |
$149K - $177K
|
4.54K
$848K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 13.33% |
$154K - $183K
|
6.53K
$1.22M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-1.01K- 14.29% |
$154K - $183K
|
6.05K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.01K- 0.2% |
$155K - $184K
|
502K
$93.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.05K- 0.96% |
$160K - $190K
|
107K
$20.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.06K- 3.41% |
$162K - $193K
|
30.1K
$5.62M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
SELL
|
- |
-1.06K- 2.21% |
$162K - $193K
|
47K
$8.79M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.06K- 8.11% |
$163K - $193K
|
12.1K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.07K- 3.03% |
$163K - $194K
|
34.2K
$6.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.08K- 20.4% |
$164K - $195K
|
4.19K
$785K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.08K- 44.13% |
$166K - $197K
|
1.37K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.09K- 24.01% |
$166K - $198K
|
3.44K
$643K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 30.36% |
$167K - $198K
|
2.5K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.09K- 10.04% |
$167K - $198K
|
9.78K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.11K- 6.11% |
$169K - $201K
|
17K
$3.17M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.11K- 0.96% |
$170K - $202K
|
115K
$21.4M
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-1.12K- 0.01% |
$171K - $203K
|
9.19M
$1.72B
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 19.91% |
$172K - $204K
|
4.51K
$844K
|
|
|
Oct 08, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.13K- 48.08% |
$173K - $205K
|
1.22K
$228K
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.13K- 2.35% |
$173K - $206K
|
47K
$8.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.14K- 8.09% |
$174K - $206K
|
12.9K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.09% |
$175K - $208K
|
1.33M
$249M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.15K- 3.77% |
$176K - $209K
|
29.4K
$5.49M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.15K- 16.1% |
$176K - $210K
|
6.01K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.15K- 39.47% |
$176K - $210K
|
1.77K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-1.16K- 10.58% |
$178K - $211K
|
9.83K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.18K- 27.6% |
$180K - $214K
|
3.09K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.18K- 10.94% |
$180K - $214K
|
9.59K
$1.79M
|