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
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-276- 1.16% |
$42.2K - $50.2K
|
23.5K
$4.31M
|
|
Aug 05, 2025
Q2 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-277- 1.02% |
$42.4K - $50.3K
|
26.9K
$4.92M
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-278- 6.46% |
$42.5K - $50.5K
|
4.03K
$737K
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-278- 3.3% |
$42.5K - $50.5K
|
8.16K
$1.49M
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-282- 1.2% |
$43.1K - $51.3K
|
23.3K
$4.26M
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-283- 6.76% |
$43.3K - $51.4K
|
3.9K
$714K
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-284- 9.75% |
$43.4K - $51.6K
|
2.63K
$482K
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-285- 1.79% |
$43.6K - $51.8K
|
15.6K
$2.86M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-286- 0.87% |
$43.7K - $52K
|
32.5K
$5.96M
|
|
Aug 18, 2025
Q2 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-288- 13.68% |
$44K - $52.3K
|
1.82K
$333K
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-290- 14.83% |
$44.3K - $52.7K
|
1.67K
$305K
|
|
Jul 29, 2025
Q2 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-291- 4.99% |
$44.5K - $52.9K
|
5.54K
$1.01M
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-292- 4.03% |
$44.7K - $53.1K
|
6.95K
$1.27M
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-300- 20.17% |
$45.9K - $54.5K
|
1.19K
$217K
|
|
Aug 05, 2025
Q2 2025
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-300- 8.7% |
$45.9K - $54.5K
|
3.15K
$576K
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-308- 8.89% |
$47.1K - $56K
|
3.16K
$578K
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-312- 0.02% |
$47.7K - $56.7K
|
1.55M
$285M
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-317- 1.07% |
$48.5K - $57.6K
|
29.3K
$5.36M
|
|
Jul 25, 2025
Q2 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-318- 2.29% |
$48.6K - $57.8K
|
13.6K
$2.48M
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-322- 17.99% |
$49.2K - $58.5K
|
1.47K
$269K
|
|
Aug 13, 2025
Q2 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-322- 5.08% |
$49.2K - $58.5K
|
6.02K
$1.1M
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-323- 16.4% |
$49.4K - $58.7K
|
1.65K
$301K
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-325- 3.34% |
$49.7K - $59.1K
|
9.4K
$1.72M
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-325- 5.47% |
$49.7K - $59.1K
|
5.61K
$1.03M
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-326- 0.75% |
$49.9K - $59.2K
|
42.9K
$7.85M
|
|
Jul 18, 2025
Q2 2025
|
Victrix Investment Advisors
Stuart, FL |
SELL
|
- |
-327- 2.91% |
$50K - $59.4K
|
10.9K
$2M
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-330- 4.02% |
$50.5K - $60K
|
7.88K
$1.44M
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-330- 18.03% |
$50.5K - $60K
|
1.5K
$275K
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-333- 0.96% |
$50.9K - $60.5K
|
34.2K
$6.26M
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-334- 10.14% |
$51.1K - $60.7K
|
2.96K
$542K
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-340- 5.58% |
$52K - $61.8K
|
5.75K
$1.05M
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-343- 1.64% |
$52.5K - $62.3K
|
20.6K
$3.77M
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-344- 1.45% |
$52.6K - $62.5K
|
23.4K
$4.28M
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-344- 1.11% |
$52.6K - $62.5K
|
30.7K
$5.63M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-348- 60.31% |
$53.2K - $63.2K
|
229
$41.9K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-353- 2.32% |
$54K - $64.2K
|
14.8K
$2.72M
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-357- 8.68% |
$54.6K - $64.9K
|
3.76K
$688K
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-359- 2.72% |
$54.9K - $65.2K
|
12.8K
$2.35M
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-361- 3.98% |
$55.2K - $65.6K
|
8.7K
$1.59M
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-363- 0.21% |
$55.5K - $66K
|
175K
$32.1M
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-364- 1.36% |
$55.7K - $66.2K
|
26.5K
$4.85M
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-368- 0.15% |
$56.3K - $66.9K
|
244K
$44.6M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-370- 1.24% |
$56.6K - $67.2K
|
29.5K
$5.4M
|
|
Jul 28, 2025
Q2 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-370- 5.22% |
$56.6K - $67.2K
|
6.72K
$1.23M
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-373- 0.43% |
$57K - $67.8K
|
85.5K
$15.7M
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-383- 2.72% |
$58.6K - $69.6K
|
13.7K
$2.51M
|
|
Jul 10, 2025
Q2 2025
|
Mc Hugh Group, LLC
Bratenahl, OH |
SELL
|
- |
-396- 1.18% |
$60.6K - $72K
|
33.1K
$6.06M
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-396- 1.75% |
$60.6K - $72K
|
22.2K
$4.06M
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-396- 0.65% |
$60.6K - $72K
|
60.9K
$11.2M
|
|
Jul 17, 2025
Q2 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-400- 1.23% |
$61.2K - $72.7K
|
32.2K
$5.9M
|