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 21, 2025
Q3 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
1.29K+ 1.01% |
$235K - $246K
|
129K
$24.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
1.29KNew |
$234K - $246K
|
1.29K
$241K
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.28K+ 1.51% |
$233K - $244K
|
86.5K
$16.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.24K+ 54.02% |
$225K - $235K
|
3.53K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.23K+ 0.62% |
$223K - $234K
|
199K
$37.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.21K+ 2.08% |
$220K - $231K
|
59.4K
$11.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.21K+ 4.58% |
$220K - $231K
|
27.6K
$5.17M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.2KNew |
$217K - $228K
|
1.2K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
1.19KNew |
$216K - $226K
|
1.19K
$223K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.17K+ 9.91% |
$213K - $223K
|
13K
$2.44M
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
1.17KNew |
$212K - $223K
|
1.17K
$219K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.16K+ 5.07% |
$210K - $220K
|
24K
$4.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.15K+ 1.58% |
$209K - $219K
|
74K
$13.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.13KNew |
$205K - $215K
|
1.13K
$211K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.13KNew |
$204K - $214K
|
1.13K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.12KNew |
$204K - $214K
|
1.12K
$210K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.11KNew |
$201K - $210K
|
1.11K
$207K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.1K+ 73.68% |
$200K - $210K
|
2.6K
$486K
|
|
|
Oct 21, 2025
Q3 2025
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$198K - $207K
|
1.09K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.09KNew |
$198K - $207K
|
1.09K
$204K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
BUY
|
- |
1.06K+ 90.91% |
$192K - $202K
|
2.23K
$416K
|
|
|
Oct 21, 2025
Q3 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 3.57% |
$191K - $200K
|
30.5K
$5.71M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.04K+ 3.54% |
$188K - $197K
|
30.3K
$5.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.03K+ 20.7% |
$186K - $195K
|
5.98K
$1.12M
|
|
|
Oct 02, 2025
Q3 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
971+ 2.56% |
$176K - $185K
|
39K
$7.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
937+ 2.24% |
$170K - $178K
|
42.8K
$8M
|
|
|
Oct 22, 2025
Q3 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
900+ 16.34% |
$163K - $171K
|
6.41K
$1.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
877+ 14.82% |
$159K - $167K
|
6.79K
$1.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
873+ 0.53% |
$159K - $166K
|
166K
$31.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
866+ 0.89% |
$157K - $165K
|
98.6K
$18.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
821+ 1.78% |
$149K - $156K
|
46.9K
$8.77M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
820+ 2.63% |
$149K - $156K
|
32K
$5.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
790+ 53.38% |
$143K - $150K
|
2.27K
$425K
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
784+ 2.98% |
$142K - $149K
|
27.1K
$5.07M
|
|
|
Oct 02, 2025
Q3 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
760+ 3.66% |
$138K - $145K
|
21.5K
$4.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
680+ 17.43% |
$123K - $129K
|
4.58K
$857K
|
|
|
Oct 15, 2025
Q3 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
665+ 25.29% |
$121K - $127K
|
3.3K
$616K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
660+ 6.06% |
$120K - $126K
|
11.6K
$2.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
655+ 642.16% |
$119K - $125K
|
757
$142K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
632+ 11.21% |
$115K - $120K
|
6.27K
$1.17M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
625+ 11.27% |
$113K - $119K
|
6.17K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
593+ 37.2% |
$108K - $113K
|
2.19K
$409K
|
|
|
Oct 24, 2025
Q3 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
537+ 6.48% |
$97.5K - $102K
|
8.82K
$1.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
528+ 15.88% |
$95.9K - $100K
|
3.85K
$721K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
509+ 2.64% |
$92.4K - $96.9K
|
19.8K
$3.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
506+ 0.58% |
$91.9K - $96.3K
|
87.4K
$16.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
497+ 1.66% |
$90.2K - $94.6K
|
30.4K
$5.69M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
497New |
$90.2K - $94.6K
|
497
$93K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
445+ 3.0% |
$80.8K - $84.7K
|
15.3K
$2.86M
|
|
|
Oct 08, 2025
Q3 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
426+ 0.63% |
$77.3K - $81.1K
|
68.5K
$12.8M
|