Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.31K+ 89.36% |
$200K - $238K
|
2.78K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.3K+ 2.68% |
$199K - $237K
|
49.9K
$9.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.3K+ 8.19% |
$199K - $236K
|
17.2K
$3.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.3K+ 2.65% |
$198K - $236K
|
50.3K
$9.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.29KNew |
$198K - $235K
|
1.29K
$237K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.29K+ 8.42% |
$197K - $234K
|
16.6K
$3.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.28K+ 2.32% |
$196K - $233K
|
56.4K
$10.3M
|
|
|
Jul 24, 2025
Q2 2025
|
Bender Robert & Associates
|
BUY
|
- |
1.27KNew |
$195K - $232K
|
1.27K
$233K
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.27KNew |
$195K - $231K
|
1.27K
$233K
|
|
|
Jul 25, 2025
Q2 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.27K+ 18.93% |
$193K - $230K
|
7.95K
$1.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.26K+ 2.85% |
$192K - $229K
|
45.4K
$8.31M
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
1.25KNew |
$191K - $227K
|
1.25K
$229K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
1.25KNew |
$191K - $227K
|
1.25K
$228K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.25K+ 36.97% |
$191K - $226K
|
4.62K
$845K
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
1.25K+ 35.3% |
$190K - $226K
|
4.77K
$874K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.22K+ 26.5% |
$187K - $222K
|
5.83K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.2K+ 24.02% |
$184K - $218K
|
6.2K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.2KNew |
$184K - $218K
|
1.2K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
BUY
|
- |
1.19KNew |
$182K - $217K
|
1.19K
$218K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.19KNew |
$182K - $216K
|
1.19K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
1.18KNew |
$180K - $214K
|
1.18K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Papp L Roy & Associates
|
BUY
|
- |
1.18K+ 1.86% |
$180K - $214K
|
64.6K
$11.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Abundance Wealth Counselors
|
BUY
|
- |
1.18K+ 4.39% |
$180K - $214K
|
28K
$5.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
1.18K+ 100.86% |
$180K - $214K
|
2.34K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.17K+ 0.47% |
$180K - $213K
|
253K
$46.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.17K+ 4.98% |
$179K - $213K
|
24.7K
$4.52M
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.17KNew |
$179K - $213K
|
1.17K
$214K
|
|
|
Jul 29, 2025
Q2 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
1.16KNew |
$177K - $210K
|
1.16K
$212K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.16K+ 33.43% |
$177K - $210K
|
4.61K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.16K+ 48.69% |
$177K - $210K
|
3.53K
$646K
|
|
|
Jul 16, 2025
Q2 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
1.15K+ 3.28% |
$176K - $210K
|
36.4K
$6.66M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
BUY
|
- |
1.15K+ 57500.0% |
$176K - $209K
|
1.15K
$211K
|
|
|
Aug 11, 2025
Q2 2025
|
Guidance Point Advisors, LLC
|
BUY
|
- |
1.15KNew |
$176K - $209K
|
1.15K
$211K
|
|
|
Jul 21, 2025
Q2 2025
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
1.14KNew |
$175K - $208K
|
1.14K
$209K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.14K+ 7.41% |
$174K - $207K
|
16.5K
$3.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.14K+ 4.73% |
$174K - $207K
|
25.2K
$4.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.14KNew |
$174K - $207K
|
1.14K
$208K
|
|
|
Jul 23, 2025
Q2 2025
|
Element Wealth, LLC
|
BUY
|
- |
1.14KNew |
$174K - $207K
|
1.14K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.14K+ 6.89% |
$174K - $207K
|
17.6K
$3.23M
|
|
|
Jul 18, 2025
Q2 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.14KNew |
$174K - $206K
|
1.14K
$208K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.13K+ 5.09% |
$172K - $205K
|
23.2K
$4.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Harbor Group, Inc.
|
BUY
|
- |
1.13KNew |
$172K - $204K
|
1.13K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.12KNew |
$171K - $204K
|
1.12K
$205K
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.12KNew |
$171K - $203K
|
1.12K
$205K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$170K - $202K
|
1.11K
$204K
|
|
|
Aug 08, 2025
Q2 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
1.11KNew |
$170K - $202K
|
1.11K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
1.11K+ 2.88% |
$170K - $202K
|
39.7K
$7.26M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
BUY
|
- |
1.11KNew |
$170K - $202K
|
1.11K
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.11K+ 14.57% |
$169K - $201K
|
8.71K
$1.59M
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
1.1K+ 1.27% |
$168K - $200K
|
87.8K
$16.1M
|