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 25, 2025
Q2 2025
|
Penbrook Management LLC
|
SELL
|
- |
-400- 18.43% |
$61.2K - $72.7K
|
1.77K
$324K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 0.18% |
$61.2K - $72.7K
|
222K
$40.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-403- 4.64% |
$61.6K - $73.2K
|
8.29K
$1.52M
|
|
|
Jul 22, 2025
Q2 2025
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-414- 8.37% |
$63.3K - $75.2K
|
4.53K
$830K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-414- 96.06% |
$63.3K - $75.2K
|
17
$3.11K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-418- 19.69% |
$63.9K - $76K
|
1.71K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-418- 0.7% |
$63.9K - $76K
|
58.9K
$10.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-419- 9.44% |
$64.1K - $76.1K
|
4.02K
$736K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-421- 5.33% |
$64.4K - $76.5K
|
7.47K
$1.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-430- 1.05% |
$65.8K - $78.1K
|
40.4K
$7.39M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-435- 3.76% |
$66.5K - $79.1K
|
11.1K
$2.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-453- 13.5% |
$69.3K - $82.3K
|
2.9K
$531K
|
|
|
Aug 11, 2025
Q2 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-454- 1.16% |
$69.4K - $82.5K
|
38.8K
$7.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Banque Transatlantique Sa
Paris, I0 |
SELL
|
- |
-455- 14.21% |
$69.6K - $82.7K
|
2.75K
$503K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-459- 5.26% |
$70.2K - $83.4K
|
8.27K
$1.51M
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-462- 6.33% |
$70.7K - $84K
|
6.84K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-471- 3.62% |
$72K - $85.6K
|
12.5K
$2.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
SELL
|
- |
-491- 8.24% |
$75.1K - $89.2K
|
5.47K
$1M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-492- 5.2% |
$75.2K - $89.4K
|
8.98K
$1.64M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-506- 4.22% |
$77.4K - $92K
|
11.5K
$2.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-506- 14.37% |
$77.4K - $92K
|
3.01K
$552K
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-507- 28.28% |
$77.5K - $92.1K
|
1.29K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Curbstone Financial Management Corp
|
SELL
|
- |
-522- 1.35% |
$79.8K - $94.9K
|
38.2K
$7M
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-527- 13.34% |
$80.6K - $95.8K
|
3.42K
$627K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-536- 15.43% |
$82K - $97.4K
|
2.94K
$538K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-547- 2.31% |
$83.7K - $99.4K
|
23.1K
$4.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-557- 8.52% |
$85.2K - $101K
|
5.98K
$1.09M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-564- 31.77% |
$86.3K - $103K
|
1.21K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-575- 19.17% |
$87.9K - $105K
|
2.43K
$444K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-577- 22.22% |
$88.2K - $105K
|
2.02K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-579- 13.43% |
$88.5K - $105K
|
3.73K
$683K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-584- 23.0% |
$89.3K - $106K
|
1.96K
$358K
|
|
|
Jul 30, 2025
Q2 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-598- 12.89% |
$91.5K - $109K
|
4.04K
$740K
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-603- 3.31% |
$92.2K - $110K
|
17.6K
$3.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-605- 65.69% |
$92.5K - $110K
|
316
$57.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-613- 14.87% |
$93.7K - $111K
|
3.51K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-622- 11.77% |
$95.1K - $113K
|
4.66K
$853K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-626- 26.15% |
$95.7K - $114K
|
1.77K
$324K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-627- 12.36% |
$95.9K - $114K
|
4.45K
$814K
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-629- 4.4% |
$96.2K - $114K
|
13.7K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-631- 19.24% |
$96.5K - $115K
|
2.65K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-640- 47.48% |
$97.9K - $116K
|
708
$130K
|
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
SELL
|
- |
-649- 5.02% |
$99.3K - $118K
|
12.3K
$2.25M
|
|
|
Aug 07, 2025
Q2 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-650- 8.65% |
$99.4K - $118K
|
6.87K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-655- 21.57% |
$100K - $119K
|
2.38K
$436K
|
|
|
Jul 24, 2025
Q2 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-660- 5.6% |
$101K - $120K
|
11.1K
$2.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-662- 2.46% |
$101K - $120K
|
26.3K
$4.81M
|
|
|
Jul 23, 2025
Q2 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-663- 4.22% |
$101K - $120K
|
15K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-663- 4.54% |
$101K - $120K
|
13.9K
$2.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-670- 9.64% |
$102K - $122K
|
6.28K
$1.15M
|