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 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.66% |
$3.36K - $4K
|
3.37K
$617K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
22New |
$3.36K - $4K
|
22
$4.03K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
21+ 1.15% |
$3.21K - $3.82K
|
1.84K
$337K
|
|
|
Jul 30, 2025
Q2 2025
|
Lafayette Investments, Inc.
|
BUY
|
- |
20+ 0.52% |
$3.06K - $3.63K
|
3.83K
$702K
|
|
|
Aug 08, 2025
Q2 2025
|
Everett Harris & CO
|
BUY
|
- |
20+ 0.41% |
$3.06K - $3.63K
|
4.86K
$890K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
18+ 1.16% |
$2.75K - $3.27K
|
1.57K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
18New |
$2.75K - $3.27K
|
18
$3.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18+ 2.97% |
$2.75K - $3.27K
|
624
$114K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
18+ 41.86% |
$2.75K - $3.27K
|
61
$11.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Nova Point Capital, LLC
|
BUY
|
- |
17+ 0.1% |
$2.6K - $3.09K
|
16.9K
$3.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
17New |
$2.6K - $3.09K
|
17
$3.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
17+ 0.22% |
$2.6K - $3.09K
|
7.83K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 0.38% |
$2.45K - $2.91K
|
4.26K
$779K
|
|
|
Jul 31, 2025
Q2 2025
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
16+ 0.33% |
$2.45K - $2.91K
|
4.92K
$901K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
15+ 0.74% |
$2.29K - $2.73K
|
2.04K
$373K
|
|
|
Jul 28, 2025
Q2 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
15+ 0.14% |
$2.29K - $2.73K
|
10.4K
$1.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
15+ 0.09% |
$2.29K - $2.73K
|
16K
$2.92M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
15+ 0.03% |
$2.29K - $2.73K
|
50.8K
$9.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
15+ 26.79% |
$2.29K - $2.73K
|
71
$13K
|
|
|
Aug 04, 2025
Q2 2025
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
14+ 0.39% |
$2.14K - $2.54K
|
3.56K
$652K
|
|
|
Aug 08, 2025
Q2 2025
|
Grandfield & Dodd, LLC
|
BUY
|
- |
14+ 0.33% |
$2.14K - $2.54K
|
4.29K
$786K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
14+ 0.27% |
$2.14K - $2.54K
|
5.11K
$936K
|
|
|
Jul 08, 2025
Q2 2025
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
13+ 0.04% |
$1.99K - $2.36K
|
36.3K
$6.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13+ 6.84% |
$1.99K - $2.36K
|
203
$37.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
13+ 0.34% |
$1.99K - $2.36K
|
3.85K
$705K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.4% |
$1.84K - $2.18K
|
3.02K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12+ 4.56% |
$1.84K - $2.18K
|
275
$50.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
12+ 0.41% |
$1.84K - $2.18K
|
2.95K
$540K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
11+ 0.21% |
$1.68K - $2K
|
5.16K
$945K
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
11+ 0.73% |
$1.68K - $2K
|
1.51K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.28% |
$1.53K - $1.82K
|
3.6K
$659K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
10+ 0.66% |
$1.53K - $1.82K
|
1.51K
$277K
|
|
|
Aug 07, 2025
Q2 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
10+ 0.38% |
$1.53K - $1.82K
|
2.66K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
10New |
$1.53K - $1.82K
|
10
$1.83K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
8+ 0.65% |
$1.22K - $1.45K
|
1.24K
$227K
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
8+ 0.25% |
$1.22K - $1.45K
|
3.23K
$592K
|
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
BUY
|
- |
8+ 0.12% |
$1.22K - $1.45K
|
6.83K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$1.22K - $1.45K
|
1.95K
$358K
|
|
|
Aug 08, 2025
Q2 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
8+ 0.43% |
$1.22K - $1.45K
|
1.86K
$340K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
8+ 0.14% |
$1.22K - $1.45K
|
5.89K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
8+ 0.27% |
$1.22K - $1.45K
|
2.92K
$535K
|
|
|
Aug 12, 2025
Q2 2025
|
Farnam Financial LLC
Phoenix, AZ |
BUY
|
- |
8+ 0.27% |
$1.22K - $1.45K
|
2.94K
$538K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
7New |
$1.07K - $1.27K
|
7
$1.28K
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
BUY
|
- |
7+ 0.44% |
$1.07K - $1.27K
|
1.6K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7+ 0.17% |
$1.07K - $1.27K
|
4.11K
$753K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
7+ 0.16% |
$1.07K - $1.27K
|
4.5K
$824K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
7+ 0.36% |
$1.07K - $1.27K
|
1.97K
$360K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.39% |
$1.07K - $1.27K
|
1.79K
$328K
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
BUY
|
- |
6+ 0.41% |
$918 - $1.09K
|
1.46K
$267K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
6+ 0.23% |
$918 - $1.09K
|
2.67K
$489K
|