Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Charis Legacy Partners, LLC
Bryan, TX |
SELL
|
- |
-2.11K- 15.06% |
$382K - $401K
|
11.9K
$2.22M
|
|
|
Oct 06, 2025
Q3 2025
|
Baring Financial LLC
Bellingham, WA |
SELL
|
- |
-2.17K- 6.62% |
$394K - $413K
|
30.6K
$5.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2.25K- 26.86% |
$409K - $428K
|
6.13K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.28K- 8.94% |
$415K - $435K
|
23.2K
$4.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Phoenix Wealth Advisors
|
SELL
|
- |
-2.29K- 7.55% |
$416K - $437K
|
28.1K
$5.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Papp L Roy & Associates
|
SELL
|
- |
-2.34K- 3.62% |
$425K - $446K
|
62.3K
$11.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-2.34K- 1.18% |
$425K - $446K
|
196K
$36.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.42K- 10.86% |
$439K - $461K
|
19.9K
$3.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-2.48K- 8.45% |
$449K - $471K
|
26.8K
$5.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
SELL
|
- |
-2.57K- 14.12% |
$467K - $490K
|
15.7K
$2.93M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.59K- 60.37% |
$471K - $494K
|
1.7K
$318K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-3.21K- 3.22% |
$582K - $610K
|
96.3K
$18M
|
|
|
Oct 17, 2025
Q3 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-3.38K- 5.96% |
$613K - $643K
|
53.3K
$9.96M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.45K- 33.16% |
$626K - $657K
|
6.96K
$1.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-3.49K- 47.2% |
$634K - $664K
|
3.9K
$730K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.95K- 6.24% |
$716K - $751K
|
59.3K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-4.1K- 15.48% |
$743K - $779K
|
22.4K
$4.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.1K- 8.53% |
$744K - $780K
|
44K
$8.22M
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-4.24K- 93.35% |
$770K - $807K
|
302
$56.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-4.27K- 6.17% |
$776K - $813K
|
65K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
SELL
|
- |
-4.75K- 11.77% |
$863K - $905K
|
35.6K
$6.67M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
SELL
|
- |
-4.75K- 8.36% |
$863K - $905K
|
52.1K
$9.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.88K- 82.13% |
$886K - $929K
|
1.06K
$199K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.93K- 61.17% |
$895K - $939K
|
3.13K
$586K
|
|
|
Oct 17, 2025
Q3 2025
|
Nova Point Capital, LLC
|
SELL
|
- |
-4.96K- 29.4% |
$900K - $943K
|
11.9K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-5.12K- 1.99% |
$929K - $974K
|
252K
$47.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-5.14K- 8.43% |
$933K - $978K
|
55.8K
$10.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-5.18K- 28.63% |
$940K - $986K
|
12.9K
$2.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-5.29K- 6.85% |
$960K - $1.01M
|
71.9K
$13.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.57K- 20.57% |
$1.01M - $1.06M
|
21.5K
$4.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5.67K- 44.16% |
$1.03M - $1.08M
|
7.17K
$1.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.73K- 11.93% |
$1.04M - $1.09M
|
42.3K
$7.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-5.99K- 83.27% |
$1.09M - $1.14M
|
1.2K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-7.96K- 51.24% |
$1.45M - $1.52M
|
7.58K
$1.42M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.06K- 9.37% |
$1.46M - $1.53M
|
78K
$14.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.27K- 36.01% |
$1.5M - $1.57M
|
14.7K
$2.75M
|
|
|
Oct 09, 2025
Q3 2025
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-8.3K- 35.1% |
$1.51M - $1.58M
|
15.4K
$2.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-8.36K- 52.0% |
$1.52M - $1.59M
|
7.72K
$1.44M
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-8.47K- 13.29% |
$1.54M - $1.61M
|
55.3K
$10.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Cambridge Capital Management, LLC
O'fallon, IL |
SELL
|
- |
-8.49K- 63.13% |
$1.54M - $1.62M
|
4.96K
$928K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.65K- 14.03% |
$1.57M - $1.65M
|
53K
$9.91M
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-8.69K- 7.03% |
$1.58M - $1.65M
|
115K
$21.5M
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8.98K- 76.55% |
$1.63M - $1.71M
|
2.75K
$515K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.8K- 11.65% |
$1.78M - $1.86M
|
74.3K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 8.68% |
$1.84M - $1.93M
|
107K
$20M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-10.8K- 47.95% |
$1.97M - $2.06M
|
11.8K
$2.2M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 16.15% |
$2.12M - $2.22M
|
60.6K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.5K- 4.52% |
$2.27M - $2.38M
|
263K
$49.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-13.4K- 74.07% |
$2.44M - $2.56M
|
4.7K
$880K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-13.6K- 10.33% |
$2.46M - $2.58M
|
118K
$22M
|