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 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 11.76% |
$306 - $363
|
15
$2.75K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3- 0.05% |
$459 - $545
|
5.72K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3- 0.07% |
$459 - $545
|
4.04K
$739K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-3- 0.03% |
$459 - $545
|
9.16K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3- 0.13% |
$459 - $545
|
2.23K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$459 - $545
|
30.4K
$5.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.12% |
$612 - $727
|
3.42K
$627K
|
|
|
Aug 15, 2025
Q2 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 22.22% |
$612 - $727
|
14
$2.56K
|
|
|
Aug 20, 2025
Q2 2025
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-5- 0.33% |
$765 - $909
|
1.49K
$273K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-6- 0.02% |
$918 - $1.09K
|
36.8K
$6.74M
|
|
|
Jul 03, 2025
Q2 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
SELL
|
- |
-7- 0.39% |
$1.07K - $1.27K
|
1.79K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-7- 0.47% |
$1.07K - $1.27K
|
1.48K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10- 0.32% |
$1.53K - $1.82K
|
3.11K
$569K
|
|
|
Jul 29, 2025
Q2 2025
|
Mcia Inc
|
SELL
|
- |
-10- 0.53% |
$1.53K - $1.82K
|
1.88K
$345K
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-10- 0.07% |
$1.53K - $1.82K
|
14.7K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10- 0.24% |
$1.53K - $1.82K
|
4.09K
$748K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.09% |
$1.53K - $1.82K
|
11.4K
$2.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-11- 0.25% |
$1.68K - $2K
|
4.37K
$800K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-11- 0.68% |
$1.68K - $2K
|
1.61K
$294K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-11- 13.1% |
$1.68K - $2K
|
73
$13.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-12- 0.38% |
$1.84K - $2.18K
|
3.14K
$575K
|
|
|
Jul 25, 2025
Q2 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-12Closed |
$1.84K - $2.18K
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13- 54.17% |
$1.99K - $2.36K
|
11
$2.01K
|
|
|
Jul 22, 2025
Q2 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-13- 0.93% |
$1.99K - $2.36K
|
1.39K
$255K
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14- 0.17% |
$2.14K - $2.54K
|
8.42K
$1.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-15- 0.48% |
$2.29K - $2.73K
|
3.13K
$573K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-16- 0.36% |
$2.45K - $2.91K
|
4.48K
$820K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-17- 0.65% |
$2.6K - $3.09K
|
2.61K
$477K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-18- 0.27% |
$2.75K - $3.27K
|
6.61K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.69% |
$2.75K - $3.27K
|
2.61K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-18- 0.36% |
$2.75K - $3.27K
|
5.02K
$919K
|
|
|
Jul 29, 2025
Q2 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-19- 0.36% |
$2.91K - $3.45K
|
5.22K
$955K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-19- 0.24% |
$2.91K - $3.45K
|
7.92K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-20- 1.69% |
$3.06K - $3.63K
|
1.16K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-20- 1.33% |
$3.06K - $3.63K
|
1.48K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-20- 0.76% |
$3.06K - $3.63K
|
2.61K
$478K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-21- 0.05% |
$3.21K - $3.82K
|
41.8K
$7.66M
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-21- 1.55% |
$3.21K - $3.82K
|
1.33K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
S.A. Mason LLC
|
SELL
|
- |
-22- 1.64% |
$3.36K - $4K
|
1.32K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-23- 26.44% |
$3.52K - $4.18K
|
64
$11.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-24- 0.58% |
$3.67K - $4.36K
|
4.13K
$755K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-25- 3.76% |
$3.82K - $4.54K
|
640
$117K
|
|
|
Jul 07, 2025
Q2 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-26- 0.73% |
$3.98K - $4.73K
|
3.55K
$650K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-28- 3.5% |
$4.28K - $5.09K
|
772
$141K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
SELL
|
- |
-29- 0.87% |
$4.43K - $5.27K
|
3.29K
$602K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-30- 1.91% |
$4.59K - $5.45K
|
1.54K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-30- 0.7% |
$4.59K - $5.45K
|
4.25K
$778K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-32- 1.27% |
$4.89K - $5.82K
|
2.48K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-33- 0.55% |
$5.05K - $6K
|
5.92K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34- 0.56% |
$5.2K - $6.18K
|
6.05K
$1.11M
|