Investment Planning Advisors, Inc. Invesco S&P 500 Equal Weight E Transaction History

Investment Planning Advisors, Inc.

$273 Million
Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Invesco S&P 500 Equal Weight E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,581 shares of RSP stock, worth $858,204. This represents 0.32% of its overall portfolio holdings.

Number of Shares

4,581

Previous 3,901 17.43%

Holding current value

$858,204

Previous $708,000 22.74%

% of portfolio

0.32%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$181.56 - $190.33 $123,460 - $129,424	680 Added 17.43%	4,581 $869,000
Q2 2025 Jul 21, 2025	SELL	$152.93 - $181.74 $43,279 - $51,432	-283 Reduced 6.76%	3,901 $708,000
Q1 2025 Apr 22, 2025	BUY	$169.43 - $182.84 $3,388 - $3,656	20 Added 0.48%	4,184 $724,000
Q4 2024 Jan 22, 2025	SELL	$174.22 - $187.62 $25,087 - $27,017	-144 Reduced 3.34%	4,164 $729,000
Q2 2024 Jul 22, 2024	BUY	$159.21 - $168.37 $685,876 - $725,337	4,308 New	4,308 $708 Million

Others Institutions Holding RSP

# of Institutions

2,226

Shares Held

281M

Call Options Held

11.5M

Put Options Held

15.1M

View Full List

About INVESCO S&P 500 EQUAL WEIGHT E

Ticker RSP
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Investment Planning Advisors, Inc. Invesco S&P 500 Equal Weight E Transaction History