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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
726+ 2.45% |
$111K - $132K
|
30.4K
$5.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
707+ 12.78% |
$108K - $128K
|
6.24K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
705+ 1.13% |
$108K - $128K
|
63.3K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
705+ 26.59% |
$108K - $128K
|
3.36K
$614K
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
704+ 27.78% |
$108K - $128K
|
3.24K
$593K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
691+ 41.43% |
$106K - $126K
|
2.36K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
686+ 23.54% |
$105K - $125K
|
3.6K
$659K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
686+ 1.14% |
$105K - $125K
|
60.9K
$11.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
681+ 24.69% |
$104K - $124K
|
3.44K
$630K
|
|
|
Aug 08, 2025
Q2 2025
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
680+ 6.48% |
$104K - $124K
|
11.2K
$2.05M
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
666+ 1.13% |
$102K - $121K
|
59.7K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
658+ 6.72% |
$101K - $120K
|
10.5K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
642+ 8.56% |
$98.2K - $117K
|
8.15K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
639+ 15.69% |
$97.7K - $116K
|
4.71K
$862K
|
|
|
Jul 24, 2025
Q2 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
634+ 11.23% |
$97K - $115K
|
6.28K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
632+ 8.26% |
$96.7K - $115K
|
8.29K
$1.52M
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
629+ 12.55% |
$96.2K - $114K
|
5.64K
$1.03M
|
|
|
Jul 24, 2025
Q2 2025
|
West Bancorporation Inc
|
BUY
|
- |
608+ 23.43% |
$93K - $110K
|
3.2K
$586K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
602+ 0.5% |
$92.1K - $109K
|
121K
$22.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
593+ 1.1% |
$90.7K - $108K
|
54.3K
$9.95M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
592+ 24.12% |
$90.5K - $108K
|
3.05K
$558K
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
582+ 13.51% |
$89K - $106K
|
4.89K
$895K
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
581+ 3.09% |
$88.9K - $106K
|
19.4K
$3.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Tandem Investment Partners LLC
Bordentown, NJ |
BUY
|
- |
575+ 3.95% |
$87.9K - $105K
|
15.1K
$2.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Lathrop Investment Management Corp
|
BUY
|
- |
574+ 9.58% |
$87.8K - $104K
|
6.56K
$1.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
569+ 4.81% |
$87K - $103K
|
12.4K
$2.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
569+ 4.82% |
$87K - $103K
|
12.4K
$2.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
562+ 13.84% |
$85.9K - $102K
|
4.62K
$847K
|
|
|
Aug 13, 2025
Q2 2025
|
Cutler Capital Management, LLC
Worcester, MA |
BUY
|
- |
560New |
$85.6K - $102K
|
560
$103K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
559New |
$85.5K - $102K
|
559
$102K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
557+ 39.12% |
$85.2K - $101K
|
1.98K
$363K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
551+ 2.36% |
$84.3K - $100K
|
23.9K
$4.38M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
550+ 0.57% |
$84.1K - $100K
|
97.8K
$17.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
545+ 50.46% |
$83.3K - $99K
|
1.63K
$298K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
544+ 34.98% |
$83.2K - $98.9K
|
2.1K
$384K
|
|
|
Jul 28, 2025
Q2 2025
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
544+ 3.9% |
$83.2K - $98.9K
|
14.5K
$2.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Loudon Investment Management, LLC
Meriden, NH |
BUY
|
- |
531+ 23.99% |
$81.2K - $96.5K
|
2.74K
$502K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
529+ 7.23% |
$80.9K - $96.1K
|
7.85K
$1.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
524+ 11.82% |
$80.1K - $95.2K
|
4.96K
$908K
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
523+ 2.03% |
$80K - $95.1K
|
26.3K
$4.81M
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
505+ 9.0% |
$77.2K - $91.8K
|
6.12K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
BUY
|
- |
500+ 2.58% |
$76.5K - $90.9K
|
19.8K
$3.63M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
500New |
$76.5K - $90.9K
|
500
$91.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
500+ 0.89% |
$76.5K - $90.9K
|
56.6K
$10.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
498+ 28.97% |
$76.2K - $90.5K
|
2.22K
$406K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
497+ 13.58% |
$76K - $90.3K
|
4.16K
$761K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
472+ 18.47% |
$72.2K - $85.8K
|
3.03K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
470+ 58.39% |
$71.9K - $85.4K
|
1.28K
$233K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
464+ 7.68% |
$71K - $84.3K
|
6.5K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
463+ 4.06% |
$70.8K - $84.1K
|
11.9K
$2.17M
|