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 12, 2025
Q2 2025
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
291+ 17.48% |
$44.5K - $52.9K
|
1.96K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
290+ 3.42% |
$44.3K - $52.7K
|
8.78K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
BUY
|
- |
288+ 1.79% |
$44K - $52.3K
|
16.4K
$3M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
286+ 0.73% |
$43.7K - $52K
|
39.7K
$7.27M
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
282+ 6.62% |
$43.1K - $51.3K
|
4.54K
$831K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
281+ 0.4% |
$43K - $51.1K
|
70.8K
$13M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
272+ 1.59% |
$41.6K - $49.4K
|
17.3K
$3.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
269+ 2.55% |
$41.1K - $48.9K
|
10.8K
$1.98M
|
|
|
Aug 11, 2025
Q2 2025
|
Culbertson A N & CO Inc
|
BUY
|
- |
268+ 5.24% |
$41K - $48.7K
|
5.38K
$985K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
265+ 11.3% |
$40.5K - $48.2K
|
2.61K
$478K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
259+ 8.67% |
$39.6K - $47.1K
|
3.25K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
257+ 2.04% |
$39.3K - $46.7K
|
12.9K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
256+ 4.53% |
$39.2K - $46.5K
|
5.91K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
250+ 13.52% |
$38.2K - $45.4K
|
2.1K
$384K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
244+ 9.71% |
$37.3K - $44.3K
|
2.76K
$505K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
242+ 9.69% |
$37K - $44K
|
2.74K
$502K
|
|
|
Aug 14, 2025
Q2 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
240+ 53.81% |
$36.7K - $43.6K
|
686
$126K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
236+ 5.15% |
$36.1K - $42.9K
|
4.82K
$883K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
235+ 3.25% |
$35.9K - $42.7K
|
7.47K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
BUY
|
- |
234+ 3.03% |
$35.8K - $42.5K
|
7.96K
$1.46M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
226+ 5.29% |
$34.6K - $41.1K
|
4.5K
$823K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
222+ 7.28% |
$34K - $40.3K
|
3.27K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
219+ 1.19% |
$33.5K - $39.8K
|
18.6K
$3.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
215+ 49.65% |
$32.9K - $39.1K
|
648
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
215+ 0.88% |
$32.9K - $39.1K
|
24.8K
$4.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
214+ 9.31% |
$32.7K - $38.9K
|
2.51K
$460K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
213+ 1.32% |
$32.6K - $38.7K
|
16.4K
$3M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
207+ 4.1% |
$31.7K - $37.6K
|
5.25K
$962K
|
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
BUY
|
- |
205+ 9.64% |
$31.4K - $37.3K
|
2.33K
$427K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
203+ 49.63% |
$31K - $36.9K
|
612
$112K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
200+ 4.57% |
$30.6K - $36.3K
|
4.58K
$838K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
200+ 5.41% |
$30.6K - $36.3K
|
3.9K
$713K
|
|
|
Aug 07, 2025
Q2 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
198+ 11.66% |
$30.3K - $36K
|
1.9K
$347K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
189New |
$28.9K - $34.3K
|
189
$34.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
184+ 6.24% |
$28.1K - $33.4K
|
3.13K
$574K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
183+ 4.11% |
$28K - $33.3K
|
4.63K
$848K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
179+ 9.33% |
$27.4K - $32.5K
|
2.1K
$384K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
179+ 3.1% |
$27.4K - $32.5K
|
5.96K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
177+ 19.67% |
$27.1K - $32.2K
|
1.08K
$197K
|
|
|
Aug 07, 2025
Q2 2025
|
Cypress Capital, LLC
|
BUY
|
- |
176+ 10.48% |
$26.9K - $32K
|
1.86K
$340K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
175+ 3.89% |
$26.8K - $31.8K
|
4.68K
$857K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
175+ 5.0% |
$26.8K - $31.8K
|
3.68K
$673K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
174+ 0.16% |
$26.6K - $31.6K
|
112K
$20.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
173+ 1.8% |
$26.5K - $31.4K
|
9.8K
$1.79M
|
|
|
Jul 23, 2025
Q2 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
172+ 2.55% |
$26.3K - $31.3K
|
6.92K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Platform Technology Partners
|
BUY
|
- |
169+ 4.94% |
$25.8K - $30.7K
|
3.59K
$658K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
165+ 6.46% |
$25.2K - $30K
|
2.72K
$498K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
162+ 0.28% |
$24.8K - $29.4K
|
57.6K
$10.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
158New |
$24.2K - $28.7K
|
158
$28.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
154+ 7.51% |
$23.6K - $28K
|
2.2K
$404K
|