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 29, 2025
Q2 2025
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
6+ 0.4% |
$918 - $1.09K
|
1.52K
$278K
|
|
Aug 04, 2025
Q2 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6+ 0.26% |
$918 - $1.09K
|
2.35K
$430K
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.45% |
$918 - $1.09K
|
1.35K
$248K
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
6+ 0.2% |
$918 - $1.09K
|
2.94K
$537K
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6+ 0.16% |
$918 - $1.09K
|
3.82K
$699K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
5+ 0.16% |
$765 - $909
|
3.1K
$567K
|
|
Jul 24, 2025
Q2 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
5+ 0.29% |
$765 - $909
|
1.72K
$315K
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.38% |
$765 - $909
|
1.31K
$239K
|
|
Aug 08, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
5+ 0.34% |
$765 - $909
|
1.5K
$274K
|
|
Aug 13, 2025
Q2 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
5+ 0.01% |
$765 - $909
|
70.1K
$12.8M
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4+ 0.22% |
$612 - $727
|
1.84K
$337K
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
4New |
$612 - $727
|
4
$732
|
|
Jul 25, 2025
Q2 2025
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4+ 0.07% |
$612 - $727
|
5.76K
$1.05M
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
4+ 0.31% |
$612 - $727
|
1.31K
$240K
|
|
Aug 04, 2025
Q2 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
4+ 0.03% |
$612 - $727
|
12.1K
$2.21M
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
4+ 0.25% |
$612 - $727
|
1.61K
$295K
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
4+ 0.07% |
$612 - $727
|
5.96K
$1.09M
|
|
Aug 14, 2025
Q2 2025
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
4+ 0.22% |
$612 - $727
|
1.81K
$330K
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4+ 0.22% |
$612 - $727
|
1.8K
$329K
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
3+ 0.21% |
$459 - $545
|
1.42K
$260K
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.41% |
$459 - $545
|
729
$133K
|
|
Jul 22, 2025
Q2 2025
|
Jsf Financial, LLC
|
BUY
|
- |
3+ 0.25% |
$459 - $545
|
1.23K
$224K
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
3+ 0.11% |
$459 - $545
|
2.75K
$503K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3+ 0.03% |
$459 - $545
|
10.7K
$1.95M
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$306 - $363
|
3.4K
$623K
|
|
Jul 16, 2025
Q2 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
2+ 0.07% |
$306 - $363
|
3.01K
$551K
|
|
Jul 18, 2025
Q2 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
2+ 0.05% |
$306 - $363
|
3.67K
$672K
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2+ 0.03% |
$306 - $363
|
6.5K
$1.19M
|
|
Aug 01, 2025
Q2 2025
|
Unconventional Investor, LLC
|
BUY
|
- |
2+ 0.05% |
$306 - $363
|
3.75K
$686K
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.11% |
$306 - $363
|
1.82K
$332K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.02% |
$306 - $363
|
11.4K
$2.08M
|
|
Aug 13, 2025
Q2 2025
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2+ 0.02% |
$306 - $363
|
10.4K
$1.9M
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
1+ 1.72% |
$153 - $182
|
59
$10.8K
|
|
Jul 15, 2025
Q2 2025
|
Unified Investment Management
Atlanta, GA |
BUY
|
- |
1+ 0.07% |
$153 - $182
|
1.45K
$265K
|
|
Jul 16, 2025
Q2 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$153 - $182
|
1.21K
$222K
|
|
Jul 17, 2025
Q2 2025
|
Forefront Wealth Management Inc.
|
BUY
|
- |
1+ 0.08% |
$153 - $182
|
1.19K
$219K
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.02% |
$153 - $182
|
6.63K
$1.21M
|
|
Jul 28, 2025
Q2 2025
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.44% |
$153 - $182
|
229
$41.9K
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 0.06% |
$153 - $182
|
1.63K
$298K
|
|
Jul 31, 2025
Q2 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1+ 0.44% |
$153 - $182
|
229
$41.9K
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.0% |
$153 - $182
|
255K
$46.7M
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1+ 0.01% |
$153 - $182
|
18.2K
$3.34M
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 1.47% |
$153 - $182
|
69
$12.6K
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1- 0.09% |
$153 - $182
|
1.15K
$210K
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-1- 0.02% |
$153 - $182
|
6.32K
$1.16M
|
|
Aug 12, 2025
Q2 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-1- 0.03% |
$153 - $182
|
3.31K
$605K
|
|
Aug 07, 2025
Q2 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-2- 1.2% |
$306 - $363
|
165
$30.2K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-2- 0.08% |
$306 - $363
|
2.59K
$473K
|