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 10, 2025
Q3 2025
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-217- 9.85% |
$39.4K - $41.3K
|
1.99K
$372K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-219- 13.94% |
$39.8K - $41.7K
|
1.35K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-220- 4.31% |
$39.9K - $41.9K
|
4.89K
$915K
|
|
|
Oct 14, 2025
Q3 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-221- 1.92% |
$40.1K - $42.1K
|
11.3K
$2.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-223- 2.74% |
$40.5K - $42.4K
|
7.92K
$1.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Global Wealth Management, LLC
Kingston, NJ |
SELL
|
- |
-226- 0.77% |
$41K - $43K
|
29K
$5.43M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-232- 8.36% |
$42.1K - $44.2K
|
2.54K
$476K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-252- 7.65% |
$45.8K - $48K
|
3.04K
$569K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-255- 2.73% |
$46.3K - $48.5K
|
9.1K
$1.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-259- 4.51% |
$47K - $49.3K
|
5.49K
$1.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-266- 6.48% |
$48.3K - $50.6K
|
3.84K
$718K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-270- 0.32% |
$49K - $51.4K
|
85.2K
$15.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-273- 4.32% |
$49.6K - $52K
|
6.04K
$1.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-275- 12.92% |
$49.9K - $52.3K
|
1.85K
$347K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-292- 5.2% |
$53K - $55.6K
|
5.32K
$996K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-299- 4.0% |
$54.3K - $56.9K
|
7.17K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Atwater Malick LLC
|
SELL
|
- |
-301- 6.76% |
$54.6K - $57.3K
|
4.15K
$776K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-302- 1.61% |
$54.8K - $57.5K
|
18.5K
$3.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-312- 4.65% |
$56.6K - $59.4K
|
6.4K
$1.2M
|
|
|
Oct 21, 2025
Q3 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-313- 7.22% |
$56.8K - $59.6K
|
4.02K
$753K
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-315- 1.47% |
$57.2K - $60K
|
21.1K
$3.94M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-317- 0.52% |
$57.6K - $60.3K
|
60.5K
$11.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-318- 5.62% |
$57.7K - $60.5K
|
5.34K
$999K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-320- 4.31% |
$58.1K - $60.9K
|
7.11K
$1.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-323- 0.44% |
$58.6K - $61.5K
|
72.8K
$13.6M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-325- 19.8% |
$59K - $61.9K
|
1.32K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-325- 10.19% |
$59K - $61.9K
|
2.86K
$536K
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
SELL
|
- |
-336- 5.55% |
$61K - $64K
|
5.72K
$1.07M
|
|
|
Oct 06, 2025
Q3 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-337- 6.46% |
$61.2K - $64.1K
|
4.88K
$913K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-338- 0.68% |
$61.4K - $64.3K
|
49.7K
$9.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-370- 3.53% |
$67.2K - $70.4K
|
10.1K
$1.89M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-374- 17.53% |
$67.9K - $71.2K
|
1.76K
$329K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-394- 20.16% |
$71.5K - $75K
|
1.56K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-401- 23.78% |
$72.8K - $76.3K
|
1.29K
$240K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-402- 6.23% |
$73K - $76.5K
|
6.05K
$1.13M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-420- 4.85% |
$76.3K - $79.9K
|
8.23K
$1.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-425- 9.25% |
$77.2K - $80.9K
|
4.17K
$780K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-431- 2.9% |
$78.3K - $82K
|
14.4K
$2.7M
|
|
|
Oct 07, 2025
Q3 2025
|
Infinity Wealth Counsel, LLC
Loveland, OH |
SELL
|
- |
-450- 15.41% |
$81.7K - $85.6K
|
2.47K
$462K
|
|
|
Oct 15, 2025
Q3 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-464- 9.6% |
$84.2K - $88.3K
|
4.37K
$817K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-469- 0.57% |
$85.2K - $89.3K
|
81.3K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-476- 11.93% |
$86.4K - $90.6K
|
3.52K
$658K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-487- 7.28% |
$88.4K - $92.7K
|
6.2K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-496- 4.75% |
$90.1K - $94.4K
|
9.96K
$1.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-500- 1.31% |
$90.8K - $95.2K
|
37.7K
$7.06M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-503- 1.58% |
$91.3K - $95.7K
|
31.4K
$5.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-529- 4.3% |
$96K - $101K
|
11.8K
$2.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-554- 3.8% |
$101K - $105K
|
14K
$2.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-556- 0.71% |
$101K - $106K
|
77.5K
$14.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-569- 3.56% |
$103K - $108K
|
15.4K
$2.88M
|