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 14, 2025
Q2 2025
|
Farmers Trust CO
|
SELL
|
- |
-5.91K- 62.07% |
$903K - $1.07M
|
3.61K
$675K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.97K- 88.56% |
$913K - $1.09M
|
771
$144K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-6K- 15.66% |
$918K - $1.09M
|
32.3K
$6.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-6.12K- 3.81% |
$936K - $1.11M
|
155K
$28.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-6.13K- 15.52% |
$937K - $1.11M
|
33.4K
$6.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-6.36K- 21.71% |
$972K - $1.15M
|
22.9K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.46K- 74.14% |
$987K - $1.17M
|
2.25K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-6.5K- 21.59% |
$994K - $1.18M
|
23.6K
$4.41M
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6.56K- 6.44% |
$1M - $1.19M
|
95.2K
$17.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-6.63K- 27.78% |
$1.01M - $1.2M
|
17.2K
$3.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-6.72K- 16.59% |
$1.03M - $1.22M
|
33.8K
$6.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-7.28K- 30.43% |
$1.11M - $1.32M
|
16.6K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-7.5K- 28.23% |
$1.15M - $1.36M
|
19.1K
$3.57M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.57K- 85.32% |
$1.16M - $1.38M
|
1.3K
$244K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-7.58K- 10.33% |
$1.16M - $1.38M
|
65.8K
$12.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-7.58K- 41.04% |
$1.16M - $1.38M
|
10.9K
$2.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-7.6K- 25.99% |
$1.16M - $1.38M
|
21.6K
$4.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-7.6K- 11.08% |
$1.16M - $1.38M
|
61K
$11.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-7.78K- 55.85% |
$1.19M - $1.41M
|
6.15K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-7.82K- 59.32% |
$1.2M - $1.42M
|
5.36K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-7.84K- 12.95% |
$1.2M - $1.42M
|
52.7K
$9.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Financial Counselors Inc
|
SELL
|
- |
-7.89K- 73.8% |
$1.21M - $1.43M
|
2.8K
$524K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.01K- 45.62% |
$1.23M - $1.46M
|
9.55K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-8.11K- 29.14% |
$1.24M - $1.47M
|
19.7K
$3.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-8.3K- 64.42% |
$1.27M - $1.51M
|
4.58K
$857K
|
|
|
Jul 29, 2025
Q2 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-8.31K- 8.87% |
$1.27M - $1.51M
|
85.4K
$16M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-8.33K- 1.38% |
$1.27M - $1.51M
|
593K
$111M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-8.35K- 23.0% |
$1.28M - $1.52M
|
27.9K
$5.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.37K- 14.45% |
$1.28M - $1.52M
|
49.5K
$9.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.41K- 1.43% |
$1.29M - $1.53M
|
582K
$109M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-8.5K- 6.49% |
$1.3M - $1.54M
|
122K
$22.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-8.53K- 31.06% |
$1.3M - $1.55M
|
18.9K
$3.54M
|
|
|
Aug 05, 2025
Q2 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-8.57K- 24.69% |
$1.31M - $1.56M
|
26.1K
$4.89M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.6K- 13.32% |
$1.32M - $1.56M
|
56K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-9.03K- 36.77% |
$1.38M - $1.64M
|
15.5K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-9.06K- 23.68% |
$1.39M - $1.65M
|
29.2K
$5.47M
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-9.13K- 56.97% |
$1.4M - $1.66M
|
6.9K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.13K- 8.61% |
$1.4M - $1.66M
|
97K
$18.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.32K- 76.4% |
$1.42M - $1.69M
|
2.88K
$538K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.47K- 68.76% |
$1.45M - $1.72M
|
4.3K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-9.91K- 12.47% |
$1.51M - $1.8M
|
69.6K
$13M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-10.1K- 10.16% |
$1.54M - $1.83M
|
88.9K
$16.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-10.1K- 3.81% |
$1.55M - $1.84M
|
255K
$47.8M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-10.2K- 33.31% |
$1.55M - $1.85M
|
20.3K
$3.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-10.4K- 12.63% |
$1.59M - $1.88M
|
71.7K
$13.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 81.11% |
$1.6M - $1.9M
|
2.43K
$455K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.6K- 4.29% |
$1.62M - $1.93M
|
236K
$44.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-11K- 6.79% |
$1.68M - $2M
|
151K
$28.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
SELL
|
- |
-11.5K- 35.69% |
$1.76M - $2.09M
|
20.7K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.9K- 44.64% |
$1.81M - $2.16M
|
14.7K
$2.75M
|