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
|
Klingman & Associates, LLC
|
SELL
|
- |
-570- 4.02% |
$103K - $108K
|
13.6K
$2.55M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-575- 7.26% |
$104K - $109K
|
7.35K
$1.37M
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-600- 3.78% |
$109K - $114K
|
15.3K
$2.86M
|
|
|
Oct 27, 2025
Q3 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-600- 34.68% |
$109K - $114K
|
1.13K
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-604- 3.34% |
$110K - $115K
|
17.5K
$3.27M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-615- 6.54% |
$112K - $117K
|
8.79K
$1.64M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-622- 2.88% |
$113K - $118K
|
20.9K
$3.92M
|
|
|
Oct 10, 2025
Q3 2025
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-628- 15.72% |
$114K - $120K
|
3.37K
$630K
|
|
|
Oct 20, 2025
Q3 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-641- 3.18% |
$116K - $122K
|
19.5K
$3.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-646- 17.94% |
$117K - $123K
|
2.95K
$553K
|
|
|
Oct 20, 2025
Q3 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-652- 17.39% |
$118K - $124K
|
3.1K
$580K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-666- 2.59% |
$121K - $127K
|
25.1K
$4.69M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-689- 3.66% |
$125K - $131K
|
18.1K
$3.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-696- 1.09% |
$126K - $132K
|
63.3K
$11.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-711- 20.03% |
$129K - $135K
|
2.84K
$531K
|
|
|
Oct 22, 2025
Q3 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-725- 0.58% |
$132K - $138K
|
124K
$23.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-744- 1.44% |
$135K - $142K
|
50.8K
$9.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-751- 13.13% |
$136K - $143K
|
4.97K
$930K
|
|
|
Oct 14, 2025
Q3 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-779- 2.05% |
$141K - $148K
|
37.2K
$6.96M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-809- 5.19% |
$147K - $154K
|
14.8K
$2.77M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-825- 55.71% |
$150K - $157K
|
656
$123K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-845- 2.85% |
$153K - $161K
|
28.8K
$5.39M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-850- 3.2% |
$154K - $162K
|
25.7K
$4.81M
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-880- 2.85% |
$160K - $167K
|
30K
$5.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-892- 2.77% |
$162K - $170K
|
31.3K
$5.86M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
SELL
|
- |
-925- 1.61% |
$168K - $176K
|
56.7K
$10.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-980- 2.41% |
$178K - $187K
|
39.7K
$7.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-989- 9.46% |
$180K - $188K
|
9.47K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 33.78% |
$190K - $199K
|
2.05K
$383K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.06K- 43.96% |
$192K - $201K
|
1.35K
$252K
|
|
|
Oct 10, 2025
Q3 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-1.06K- 19.71% |
$193K - $202K
|
4.32K
$808K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.09K- 3.59% |
$198K - $207K
|
29.3K
$5.48M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.1K- 38.37% |
$200K - $210K
|
1.77K
$332K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.13K- 2.31% |
$205K - $215K
|
47.8K
$8.93M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.14K- 5.05% |
$206K - $216K
|
21.4K
$4M
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.16K- 49.11% |
$211K - $221K
|
1.2K
$225K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1.19K- 26.57% |
$216K - $226K
|
3.29K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.23K- 14.07% |
$222K - $233K
|
7.48K
$1.4M
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-1.24K- 18.12% |
$225K - $236K
|
5.6K
$1.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Coastline Trust CO
|
SELL
|
- |
-1.25K- 33.65% |
$227K - $238K
|
2.46K
$461K
|
|
|
Oct 23, 2025
Q3 2025
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-1.25K- 6.61% |
$227K - $238K
|
17.7K
$3.31M
|
|
|
Oct 10, 2025
Q3 2025
|
Fortitude Financial, LLC
Spokane, WA |
SELL
|
- |
-1.38K- 10.53% |
$250K - $262K
|
11.7K
$2.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-1.39K- 7.14% |
$252K - $264K
|
18K
$3.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.6K- 9.39% |
$290K - $304K
|
15.4K
$2.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.71K- 5.81% |
$311K - $326K
|
27.8K
$5.19M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-1.73K- 13.57% |
$314K - $329K
|
11K
$2.06M
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-1.81K- 14.75% |
$328K - $344K
|
10.4K
$1.95M
|
|
|
Oct 23, 2025
Q3 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-1.82K- 40.15% |
$330K - $346K
|
2.71K
$507K
|
|
|
Oct 24, 2025
Q3 2025
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.92K- 17.11% |
$349K - $366K
|
9.32K
$1.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-1.94K- 27.85% |
$351K - $368K
|
5.01K
$938K
|