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 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
79+ 0.81% |
$12.1K - $14.4K
|
9.83K
$1.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
79+ 2.15% |
$12.1K - $14.4K
|
3.76K
$688K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
76+ 1.39% |
$11.6K - $13.8K
|
5.55K
$1.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
75+ 1.01% |
$11.5K - $13.6K
|
7.47K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
74+ 5.17% |
$11.3K - $13.4K
|
1.51K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
74+ 2.18% |
$11.3K - $13.4K
|
3.48K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
72+ 0.77% |
$11K - $13.1K
|
9.47K
$1.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
72+ 30.51% |
$11K - $13.1K
|
308
$56.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
71+ 0.87% |
$10.9K - $12.9K
|
8.23K
$1.51M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
68+ 2.96% |
$10.4K - $12.4K
|
2.36K
$433K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
67+ 0.26% |
$10.2K - $12.2K
|
26.3K
$4.82M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
65+ 1.38% |
$9.94K - $11.8K
|
4.79K
$877K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
64+ 1.18% |
$9.79K - $11.6K
|
5.5K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
58+ 2.83% |
$8.87K - $10.5K
|
2.11K
$386K
|
|
|
Aug 08, 2025
Q2 2025
|
Fusion Capital, LLC
|
BUY
|
- |
56+ 2.23% |
$8.56K - $10.2K
|
2.56K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
55+ 15.49% |
$8.41K - $10K
|
410
$75.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
53+ 0.9% |
$8.11K - $9.63K
|
5.93K
$1.09M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
52New |
$7.95K - $9.45K
|
52
$9.52K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
51+ 0.77% |
$7.8K - $9.27K
|
6.69K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
51+ 0.4% |
$7.8K - $9.27K
|
12.7K
$2.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
50+ 1.05% |
$7.65K - $9.09K
|
4.83K
$884K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
50+ 0.94% |
$7.65K - $9.09K
|
5.36K
$981K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
50+ 2.37% |
$7.65K - $9.09K
|
2.16K
$395K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
50New |
$7.65K - $9.09K
|
50
$9.15K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
50+ 1.62% |
$7.65K - $9.09K
|
3.14K
$574K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
49+ 0.8% |
$7.49K - $8.91K
|
6.21K
$1.14M
|
|
|
Aug 08, 2025
Q2 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
48+ 0.83% |
$7.34K - $8.72K
|
5.83K
$1.07M
|
|
|
Aug 07, 2025
Q2 2025
|
Mayport, LLC
|
BUY
|
- |
47+ 2.12% |
$7.19K - $8.54K
|
2.26K
$414K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
46+ 2.67% |
$7.03K - $8.36K
|
1.77K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.18% |
$7.03K - $8.36K
|
25.4K
$4.64M
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
40+ 0.1% |
$6.12K - $7.27K
|
42.1K
$7.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
40+ 1.24% |
$6.12K - $7.27K
|
3.27K
$598K
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
BUY
|
- |
39+ 0.14% |
$5.96K - $7.09K
|
27K
$4.94M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealth Advisors Of Tampa Bay, LLC
|
BUY
|
- |
39+ 0.81% |
$5.96K - $7.09K
|
4.83K
$884K
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
38+ 0.39% |
$5.81K - $6.91K
|
9.79K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 0.24% |
$5.51K - $6.54K
|
14.8K
$2.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
36+ 8.63% |
$5.51K - $6.54K
|
453
$82.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
36+ 0.05% |
$5.51K - $6.54K
|
77.4K
$14.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
36New |
$5.51K - $6.54K
|
36
$6.59K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
36+ 360.0% |
$5.51K - $6.54K
|
46
$8.42K
|
|
|
Jul 08, 2025
Q2 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
35+ 0.33% |
$5.35K - $6.36K
|
10.5K
$1.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Atwater Malick LLC
|
BUY
|
- |
34+ 0.77% |
$5.2K - $6.18K
|
4.45K
$815K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
33+ 2.7% |
$5.05K - $6K
|
1.26K
$230K
|
|
|
Aug 11, 2025
Q2 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
33+ 0.1% |
$5.05K - $6K
|
32.2K
$5.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
31+ 0.24% |
$4.74K - $5.63K
|
13.1K
$2.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
30+ 0.94% |
$4.59K - $5.45K
|
3.22K
$589K
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
28+ 0.71% |
$4.28K - $5.09K
|
3.97K
$727K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.85% |
$3.98K - $4.73K
|
3.09K
$565K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
24New |
$3.67K - $4.36K
|
24
$4.39K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
23+ 0.39% |
$3.52K - $4.18K
|
5.89K
$1.08M
|