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 27, 2025
Q3 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.12K+ 44.99% |
$748K - $785K
|
13.3K
$2.49M
|
|
|
Oct 21, 2025
Q3 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
4.11K+ 4.3% |
$747K - $783K
|
99.8K
$18.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
4.07K+ 5.4% |
$739K - $775K
|
79.5K
$14.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.83K+ 23.17% |
$695K - $729K
|
20.4K
$3.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.63K+ 27.59% |
$659K - $691K
|
16.8K
$3.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
3.55K+ 20.57% |
$645K - $676K
|
20.8K
$3.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.37K+ 151.87% |
$611K - $641K
|
5.58K
$1.04M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
3.29K+ 15.3% |
$597K - $626K
|
24.8K
$4.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
3.21K+ 2.2% |
$583K - $611K
|
149K
$27.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.16K+ 14.63% |
$574K - $602K
|
24.8K
$4.64M
|
|
|
Oct 09, 2025
Q3 2025
|
Peak Financial Management, Inc.
|
BUY
|
- |
3.05K+ 3.5% |
$554K - $581K
|
90.2K
$16.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
3.03K+ 1.36% |
$550K - $577K
|
226K
$42.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
3.01K+ 11.54% |
$546K - $573K
|
29.1K
$5.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
2.98KNew |
$541K - $568K
|
2.98K
$558K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 26.77% |
$484K - $508K
|
12.6K
$2.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.66K+ 3.35% |
$484K - $507K
|
82.3K
$15.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.64K+ 16.11% |
$479K - $502K
|
19K
$3.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
2.59K+ 2.07% |
$471K - $494K
|
128K
$23.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.56K+ 9.36% |
$465K - $487K
|
29.9K
$5.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.55K+ 21.89% |
$464K - $486K
|
14.2K
$2.66M
|
|
|
Oct 20, 2025
Q3 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
2.5K+ 12.79% |
$454K - $476K
|
22.1K
$4.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.45K+ 101.12% |
$444K - $465K
|
4.86K
$910K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
2.43KNew |
$441K - $462K
|
2.43K
$454K
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.35KNew |
$427K - $448K
|
2.35K
$440K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.21K+ 40.94% |
$401K - $420K
|
7.59K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.13K+ 22.73% |
$387K - $405K
|
11.5K
$2.15M
|
|
|
Oct 17, 2025
Q3 2025
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 6.17% |
$385K - $403K
|
36.5K
$6.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
2.03K+ 0.44% |
$369K - $386K
|
465K
$87M
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.98KNew |
$360K - $377K
|
1.98K
$371K
|
|
|
Oct 14, 2025
Q3 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
1.94K+ 2.46% |
$353K - $370K
|
80.8K
$15.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.93K+ 1.96% |
$350K - $366K
|
100K
$18.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.92K+ 48.57% |
$348K - $364K
|
5.86K
$1.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.88K+ 1.67% |
$341K - $358K
|
114K
$21.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
1.75K+ 5.14% |
$318K - $333K
|
35.8K
$6.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.71KNew |
$310K - $325K
|
1.71K
$319K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 1.13% |
$307K - $322K
|
151K
$28.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
1.69KNew |
$307K - $322K
|
1.69K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
1.69KNew |
$306K - $321K
|
1.69K
$315K
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
1.68K+ 55.19% |
$305K - $320K
|
4.73K
$884K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.62K+ 1.47% |
$293K - $308K
|
111K
$20.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1.57K+ 5.62% |
$285K - $299K
|
29.5K
$5.52M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.55K+ 2.26% |
$282K - $296K
|
70.2K
$13.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 1.72% |
$274K - $287K
|
89.3K
$16.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.44K+ 4011.11% |
$262K - $275K
|
1.48K
$277K
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
1.42K+ 3.11% |
$258K - $271K
|
47.1K
$8.81M
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.4K+ 2.93% |
$255K - $267K
|
49.4K
$9.24M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.39KNew |
$252K - $264K
|
1.39K
$259K
|
|
|
Oct 07, 2025
Q3 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
1.35KNew |
$245K - $257K
|
1.35K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 2.02% |
$244K - $256K
|
67.9K
$12.7M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 4.17% |
$239K - $250K
|
32.8K
$6.14M
|