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 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
SELL
|
- |
-35- 2.42% |
$5.35K - $6.36K
|
1.41K
$259K
|
|
|
Aug 12, 2025
Q2 2025
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-35- 2.89% |
$5.35K - $6.36K
|
1.17K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-38- 1.95% |
$5.81K - $6.91K
|
1.92K
$351K
|
|
|
Jul 14, 2025
Q2 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-40- 0.62% |
$6.12K - $7.27K
|
6.46K
$1.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Hickory Asset Management, Inc.
Concord, OH |
SELL
|
- |
-40- 0.59% |
$6.12K - $7.27K
|
6.69K
$1.22M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-41- 1.01% |
$6.27K - $7.45K
|
4.01K
$734K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-41- 1.15% |
$6.27K - $7.45K
|
3.52K
$644K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-42- 0.47% |
$6.42K - $7.63K
|
8.87K
$1.62M
|
|
|
Jul 23, 2025
Q2 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-43- 1.76% |
$6.58K - $7.81K
|
2.4K
$440K
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-43- 63.24% |
$6.58K - $7.81K
|
25
$4.58K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-45- 3.5% |
$6.88K - $8.18K
|
1.24K
$227K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-45- 10.3% |
$6.88K - $8.18K
|
392
$71.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-47- 0.12% |
$7.19K - $8.54K
|
38.6K
$7.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-47- 1.04% |
$7.19K - $8.54K
|
4.47K
$818K
|
|
|
Aug 04, 2025
Q2 2025
|
Capital Performance Advisors LLP
|
SELL
|
- |
-49- 3.8% |
$7.49K - $8.91K
|
1.24K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-49- 4.03% |
$7.49K - $8.91K
|
1.17K
$213K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-50- 3.88% |
$7.65K - $9.09K
|
1.24K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-51- 2.73% |
$7.8K - $9.27K
|
1.82K
$333K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-51- 2.07% |
$7.8K - $9.27K
|
2.41K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-53- 0.98% |
$8.11K - $9.63K
|
5.38K
$985K
|
|
|
Jul 23, 2025
Q2 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-56- 1.36% |
$8.56K - $10.2K
|
4.07K
$745K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-59- 1.61% |
$9.02K - $10.7K
|
3.61K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-60- 1.23% |
$9.18K - $10.9K
|
4.83K
$884K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-61- 0.64% |
$9.33K - $11.1K
|
9.4K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-62- 1.88% |
$9.48K - $11.3K
|
3.24K
$592K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-63- 1.66% |
$9.63K - $11.4K
|
3.73K
$683K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-64- 0.72% |
$9.79K - $11.6K
|
8.87K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-64- 8.78% |
$9.79K - $11.6K
|
665
$122K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-65- 4.41% |
$9.94K - $11.8K
|
1.41K
$258K
|
|
|
Aug 05, 2025
Q2 2025
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-69- 0.39% |
$10.6K - $12.5K
|
17.6K
$3.22M
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
SELL
|
- |
-71- 0.37% |
$10.9K - $12.9K
|
19.2K
$3.52M
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-72- 1.5% |
$11K - $13.1K
|
4.72K
$864K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-73- 0.39% |
$11.2K - $13.3K
|
18.8K
$3.44M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-73- 78.49% |
$11.2K - $13.3K
|
20
$3.66K
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
SELL
|
- |
-77- 3.92% |
$11.8K - $14K
|
1.89K
$346K
|
|
|
Jul 30, 2025
Q2 2025
|
Pittenger & Anderson Inc
|
SELL
|
- |
-77- 2.67% |
$11.8K - $14K
|
2.81K
$514K
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-81- 1.66% |
$12.4K - $14.7K
|
4.8K
$879K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-84- 7.97% |
$12.8K - $15.3K
|
970
$178K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-88- 0.94% |
$13.5K - $16K
|
9.26K
$1.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-95- 0.65% |
$14.5K - $17.3K
|
14.6K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
SELL
|
- |
-96- 0.39% |
$14.7K - $17.4K
|
24.8K
$4.54M
|
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
SELL
|
- |
-98- 2.94% |
$15K - $17.8K
|
3.23K
$592K
|
|
|
Jul 16, 2025
Q2 2025
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-98- 0.69% |
$15K - $17.8K
|
14.1K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-99- 2.88% |
$15.1K - $18K
|
3.34K
$612K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-100- 6.47% |
$15.3K - $18.2K
|
1.45K
$265K
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-100- 3.62% |
$15.3K - $18.2K
|
2.66K
$488K
|
|
|
Aug 11, 2025
Q2 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-100- 5.46% |
$15.3K - $18.2K
|
1.73K
$317K
|
|
|
Aug 13, 2025
Q2 2025
|
American Investment Services, Inc.
|
SELL
|
- |
-100- 1.04% |
$15.3K - $18.2K
|
9.52K
$1.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-101- 5.27% |
$15.4K - $18.4K
|
1.82K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-102- 2.26% |
$15.6K - $18.5K
|
4.41K
$807K
|