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 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
85+ 1.41% |
$15.4K - $16.2K
|
6.1K
$1.14M
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
70+ 0.58% |
$12.7K - $13.3K
|
12.1K
$2.27M
|
|
|
Oct 15, 2025
Q3 2025
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
70+ 2.99% |
$12.7K - $13.3K
|
2.41K
$451K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
68+ 1.14% |
$12.3K - $12.9K
|
6.02K
$1.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
68+ 2.61% |
$12.3K - $12.9K
|
2.68K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
65+ 1.72% |
$11.8K - $12.4K
|
3.84K
$719K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
65+ 3.28% |
$11.8K - $12.4K
|
2.05K
$383K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
57+ 0.43% |
$10.3K - $10.8K
|
13.3K
$2.48M
|
|
|
Oct 23, 2025
Q3 2025
|
Cypress Capital, LLC
|
BUY
|
- |
51+ 2.75% |
$9.26K - $9.71K
|
1.91K
$357K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
45+ 0.66% |
$8.17K - $8.56K
|
6.89K
$1.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
41+ 0.06% |
$7.44K - $7.8K
|
74.4K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
40+ 0.85% |
$7.26K - $7.61K
|
4.72K
$883K
|
|
|
Oct 24, 2025
Q3 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 1.28% |
$6.35K - $6.66K
|
2.78K
$519K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
31+ 0.69% |
$5.63K - $5.9K
|
4.52K
$845K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 5.92% |
$5.27K - $5.52K
|
519
$97.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
27+ 5.96% |
$4.9K - $5.14K
|
480
$89.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
26+ 0.23% |
$4.72K - $4.95K
|
11.2K
$2.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
24+ 0.39% |
$4.36K - $4.57K
|
6.14K
$1.15M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20+ 0.41% |
$3.63K - $3.81K
|
4.84K
$906K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
20+ 0.43% |
$3.63K - $3.81K
|
4.65K
$871K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.9% |
$3.63K - $3.81K
|
2.23K
$418K
|
|
|
Oct 07, 2025
Q3 2025
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
BUY
|
- |
18+ 0.59% |
$3.27K - $3.43K
|
3.08K
$577K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 0.42% |
$3.09K - $3.24K
|
4.03K
$753K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
17+ 0.16% |
$3.09K - $3.24K
|
10.4K
$1.94M
|
|
|
Oct 14, 2025
Q3 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
16+ 15.38% |
$2.9K - $3.05K
|
120
$22.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15+ 0.24% |
$2.72K - $2.85K
|
6.29K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
15+ 1.03% |
$2.72K - $2.85K
|
1.47K
$275K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
13+ 0.09% |
$2.36K - $2.47K
|
14.9K
$2.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
12+ 0.23% |
$2.18K - $2.28K
|
5.18K
$968K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
12+ 0.65% |
$2.18K - $2.28K
|
1.87K
$350K
|
|
|
Oct 24, 2025
Q3 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
12+ 0.41% |
$2.18K - $2.28K
|
2.96K
$554K
|
|
|
Oct 23, 2025
Q3 2025
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
11+ 0.04% |
$2K - $2.09K
|
27.6K
$5.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
11+ 0.57% |
$2K - $2.09K
|
1.95K
$365K
|
|
|
Oct 17, 2025
Q3 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
11+ 0.41% |
$2K - $2.09K
|
2.67K
$499K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
11+ 64.71% |
$2K - $2.09K
|
28
$5.24K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.46% |
$1.63K - $1.71K
|
1.96K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
9New |
$1.63K - $1.71K
|
9
$1.68K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
8New |
$1.45K - $1.52K
|
8
$1.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
8+ 0.45% |
$1.45K - $1.52K
|
1.8K
$336K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
8+ 0.38% |
$1.45K - $1.52K
|
2.13K
$398K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
8New |
$1.45K - $1.52K
|
8
$1.5K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8+ 0.24% |
$1.45K - $1.52K
|
3.38K
$632K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7+ 0.13% |
$1.27K - $1.33K
|
5.37K
$1M
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7+ 0.35% |
$1.27K - $1.33K
|
2K
$374K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
7+ 0.5% |
$1.27K - $1.33K
|
1.4K
$262K
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
6+ 0.22% |
$1.09K - $1.14K
|
2.68K
$500K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.46% |
$1.09K - $1.14K
|
1.31K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 10.71% |
$1.09K - $1.14K
|
62
$11.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.29% |
$908 - $952
|
1.72K
$322K
|
|
|
Oct 16, 2025
Q3 2025
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
5New |
$908 - $952
|
5
$935
|