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
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
419+ 2.04% |
$76.1K - $79.7K
|
21K
$3.93M
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
408+ 33.47% |
$74.1K - $77.7K
|
1.63K
$304K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
400New |
$72.6K - $76.1K
|
400
$74.8K
|
|
|
Oct 14, 2025
Q3 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
397+ 2.25% |
$72.1K - $75.6K
|
18K
$3.37M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
383New |
$69.5K - $72.9K
|
383
$71.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
382+ 1.22% |
$69.4K - $72.7K
|
31.6K
$5.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
355New |
$64.5K - $67.6K
|
355
$66.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
342+ 1.4% |
$62.1K - $65.1K
|
24.8K
$4.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
321+ 12.29% |
$58.3K - $61.1K
|
2.93K
$548K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
310+ 5.87% |
$56.3K - $59K
|
5.59K
$1.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
309+ 1.08% |
$56.1K - $58.8K
|
28.8K
$5.39M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
308+ 0.44% |
$55.9K - $58.6K
|
71.1K
$13.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
300+ 2.21% |
$54.5K - $57.1K
|
13.8K
$2.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
BUY
|
- |
289+ 3.2% |
$52.5K - $55K
|
9.31K
$1.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
287+ 20.49% |
$52.1K - $54.6K
|
1.69K
$316K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
270+ 2.64% |
$49K - $51.4K
|
10.5K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
267+ 6.61% |
$48.5K - $50.8K
|
4.3K
$805K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
265+ 1.27% |
$48.1K - $50.4K
|
21.1K
$3.94M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
253+ 2.11% |
$45.9K - $48.2K
|
12.2K
$2.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
243+ 2.47% |
$44.1K - $46.3K
|
10.1K
$1.88M
|
|
|
Oct 07, 2025
Q3 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
235+ 18.83% |
$42.7K - $44.7K
|
1.48K
$277K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
228+ 0.91% |
$41.4K - $43.4K
|
25.3K
$4.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
225+ 23.27% |
$40.9K - $42.8K
|
1.19K
$223K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
207+ 14.02% |
$37.6K - $39.4K
|
1.68K
$315K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
207+ 5.72% |
$37.6K - $39.4K
|
3.82K
$715K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
206+ 0.44% |
$37.4K - $39.2K
|
47K
$8.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
195+ 5.01% |
$35.4K - $37.1K
|
4.09K
$765K
|
|
|
Oct 20, 2025
Q3 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
193+ 10.63% |
$35K - $36.7K
|
2.01K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
188+ 3.27% |
$34.1K - $35.8K
|
5.94K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
186+ 1.71% |
$33.8K - $35.4K
|
11.1K
$2.07M
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
184+ 12.44% |
$33.4K - $35K
|
1.66K
$311K
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
BUY
|
- |
169New |
$30.7K - $32.2K
|
169
$31.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
167+ 7.16% |
$30.3K - $31.8K
|
2.5K
$468K
|
|
|
Oct 21, 2025
Q3 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
152+ 0.42% |
$27.6K - $28.9K
|
36.6K
$6.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
151+ 0.6% |
$27.4K - $28.7K
|
25.4K
$4.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
151+ 1.84% |
$27.4K - $28.7K
|
8.34K
$1.56M
|
|
|
Oct 24, 2025
Q3 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
147+ 1.5% |
$26.7K - $28K
|
9.95K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
146+ 11.78% |
$26.5K - $27.8K
|
1.39K
$259K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
138+ 8.44% |
$25.1K - $26.3K
|
1.77K
$332K
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
130+ 4.14% |
$23.6K - $24.7K
|
3.27K
$611K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
123+ 1.56% |
$22.3K - $23.4K
|
8K
$1.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
111+ 6.27% |
$20.2K - $21.1K
|
1.88K
$352K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
107+ 13.86% |
$19.4K - $20.4K
|
879
$164K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
105+ 0.45% |
$19.1K - $20K
|
23.5K
$4.39M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
104+ 1.72% |
$18.9K - $19.8K
|
6.15K
$1.15M
|
|
|
Oct 14, 2025
Q3 2025
|
S.A. Mason LLC
|
BUY
|
- |
100+ 7.58% |
$18.2K - $19K
|
1.42K
$265K
|
|
|
Oct 27, 2025
Q3 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
97+ 6.69% |
$17.6K - $18.5K
|
1.55K
$289K
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
89+ 2.84% |
$16.2K - $16.9K
|
3.22K
$602K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
88+ 4.5% |
$16K - $16.7K
|
2.04K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
86+ 358.33% |
$15.6K - $16.4K
|
110
$20.6K
|