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
|
Braun Stacey Associates Inc
|
BUY
|
- |
5+ 0.15% |
$908 - $952
|
3.31K
$619K
|
|
|
Oct 14, 2025
Q3 2025
|
Harbor Group, Inc.
|
BUY
|
- |
5+ 0.44% |
$908 - $952
|
1.13K
$211K
|
|
|
Oct 09, 2025
Q3 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
5+ 0.02% |
$908 - $952
|
33.1K
$6.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4+ 0.22% |
$726 - $761
|
1.82K
$341K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4+ 0.13% |
$726 - $761
|
3.1K
$580K
|
|
|
Oct 15, 2025
Q3 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.21% |
$545 - $571
|
1.42K
$266K
|
|
|
Oct 22, 2025
Q3 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3+ 0.27% |
$545 - $571
|
1.13K
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2+ 0.06% |
$363 - $381
|
3.43K
$641K
|
|
|
Oct 14, 2025
Q3 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$363 - $381
|
3.23K
$605K
|
|
|
Oct 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2+ 0.15% |
$363 - $381
|
1.31K
$245K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.53% |
$182 - $190
|
191
$35.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.44% |
$182 - $190
|
230
$43K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.05% |
$182 - $190
|
2.22K
$415K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1Closed |
$182 - $190
|
0
$0
|
|
|
Oct 17, 2025
Q3 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1- 0.03% |
$182 - $190
|
3.42K
$640K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1- 0.03% |
$182 - $190
|
3.01K
$564K
|
|
|
Oct 14, 2025
Q3 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2- 0.01% |
$363 - $381
|
26.2K
$4.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.07% |
$363 - $381
|
2.94K
$550K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-4- 0.05% |
$726 - $761
|
7.83K
$1.46M
|
|
|
Oct 23, 2025
Q3 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
SELL
|
- |
-6- 0.04% |
$1.09K - $1.14K
|
13.9K
$2.6M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-7- 12.5% |
$1.27K - $1.33K
|
49
$9.17K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-7- 0.13% |
$1.27K - $1.33K
|
5.4K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-8- 0.67% |
$1.45K - $1.52K
|
1.18K
$221K
|
|
|
Oct 24, 2025
Q3 2025
|
Culbertson A N & CO Inc
|
SELL
|
- |
-10- 0.19% |
$1.82K - $1.9K
|
5.37K
$1M
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
SELL
|
- |
-12- 16.9% |
$2.18K - $2.28K
|
59
$11K
|
|
|
Oct 27, 2025
Q3 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-12- 1.02% |
$2.18K - $2.28K
|
1.16K
$217K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-15- 1.85% |
$2.72K - $2.85K
|
796
$149K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-15- 0.13% |
$2.72K - $2.85K
|
11.7K
$2.19M
|
|
|
Oct 24, 2025
Q3 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-16- 0.81% |
$2.9K - $3.05K
|
1.96K
$367K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-17- 47.22% |
$3.09K - $3.24K
|
19
$3.55K
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-18- 0.38% |
$3.27K - $3.43K
|
4.77K
$893K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-20- 0.21% |
$3.63K - $3.81K
|
9.38K
$1.75M
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-22- 1.08% |
$3.99K - $4.19K
|
2.02K
$378K
|
|
|
Oct 15, 2025
Q3 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
SELL
|
- |
-23- 0.16% |
$4.18K - $4.38K
|
14.5K
$2.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-27- 0.89% |
$4.9K - $5.14K
|
3K
$562K
|
|
|
Oct 23, 2025
Q3 2025
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-27- 0.86% |
$4.9K - $5.14K
|
3.1K
$580K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-28- 1.3% |
$5.08K - $5.33K
|
2.13K
$399K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-30- 0.34% |
$5.45K - $5.71K
|
8.84K
$1.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-33- 1.88% |
$5.99K - $6.28K
|
1.72K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-33- 0.27% |
$5.99K - $6.28K
|
12.2K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-35- 0.04% |
$6.35K - $6.66K
|
78.9K
$14.8M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-39- 1.91% |
$7.08K - $7.42K
|
2K
$374K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-40- 1.43% |
$7.26K - $7.61K
|
2.77K
$517K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-42- 1.12% |
$7.63K - $7.99K
|
3.71K
$693K
|
|
|
Oct 27, 2025
Q3 2025
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-42- 0.19% |
$7.63K - $7.99K
|
21.9K
$4.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Citizens National Bank Trust Department
|
SELL
|
- |
-45- 24.32% |
$8.17K - $8.56K
|
140
$26.2K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-45- 1.3% |
$8.17K - $8.56K
|
3.41K
$638K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-49- 1.03% |
$8.9K - $9.33K
|
4.73K
$884K
|
|
|
Oct 15, 2025
Q3 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-50- 2.75% |
$9.08K - $9.52K
|
1.77K
$331K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.5% |
$9.26K - $9.71K
|
3.35K
$627K
|