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 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
SELL
|
- |
-1.08K- 20.4% |
$164K - $195K
|
4.19K
$768K
|
|
|
Jul 18, 2025
Q2 2025
|
Vigilare Wealth Management
|
SELL
|
- |
-1.08K- 44.13% |
$166K - $197K
|
1.37K
$251K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.09K- 24.01% |
$166K - $198K
|
3.44K
$630K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 30.36% |
$167K - $198K
|
2.5K
$457K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.09K- 10.04% |
$167K - $198K
|
9.78K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.11K- 6.11% |
$169K - $201K
|
17K
$3.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Wealth Forward, LLC
Fargo, ND |
SELL
|
- |
-1.11K- 0.96% |
$170K - $202K
|
115K
$21M
|
|
|
Jul 29, 2025
Q2 2025
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 19.91% |
$172K - $204K
|
4.51K
$826K
|
|
|
Jul 30, 2025
Q2 2025
|
Mtc Wealth Management LLC
|
SELL
|
- |
-1.13K- 2.35% |
$173K - $206K
|
47K
$8.61M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.14K- 8.09% |
$174K - $206K
|
12.9K
$2.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 0.09% |
$175K - $208K
|
1.33M
$243M
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-1.15K- 3.77% |
$176K - $209K
|
29.4K
$5.38M
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-1.15K- 16.1% |
$176K - $210K
|
6.01K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Nvest Financial, LLC
|
SELL
|
- |
-1.15K- 39.47% |
$176K - $210K
|
1.77K
$324K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-1.16K- 10.58% |
$178K - $211K
|
9.83K
$1.8M
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.18K- 27.6% |
$180K - $214K
|
3.09K
$565K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.18K- 10.94% |
$180K - $214K
|
9.59K
$1.76M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.18K- 15.8% |
$181K - $215K
|
6.31K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-1.19K- 23.89% |
$181K - $216K
|
3.78K
$692K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.19K- 8.12% |
$182K - $216K
|
13.5K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.2K- 6.28% |
$184K - $218K
|
18K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.22K- 2.1% |
$186K - $222K
|
56.9K
$10.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.22K- 2.39% |
$187K - $222K
|
49.9K
$9.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.24K- 10.62% |
$190K - $226K
|
10.5K
$1.91M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.27K- 23.2% |
$195K - $231K
|
4.21K
$771K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.28K- 27.21% |
$196K - $232K
|
3.42K
$626K
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.29K- 3.01% |
$198K - $235K
|
41.7K
$7.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.31K- 4.54% |
$200K - $238K
|
27.6K
$5.04M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.35K- 16.54% |
$206K - $245K
|
6.79K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-1.35K- 2.43% |
$207K - $246K
|
54.4K
$9.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.36K- 2.52% |
$208K - $247K
|
52.6K
$9.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.37K- 0.92% |
$210K - $249K
|
148K
$27M
|
|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.38K- 14.43% |
$211K - $251K
|
8.19K
$1.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-1.38K- 0.82% |
$211K - $251K
|
168K
$30.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.4K- 19.37% |
$214K - $254K
|
5.82K
$1.07M
|
|
|
Jul 23, 2025
Q2 2025
|
Rye Brook Capital LLC
|
SELL
|
- |
-1.4K- 6.68% |
$214K - $254K
|
19.6K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.4K- 43.6% |
$215K - $255K
|
1.82K
$332K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.47K- 3.39% |
$225K - $267K
|
41.9K
$7.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.48K- 3.8% |
$226K - $268K
|
37.4K
$6.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Access Financial Services, Inc.
|
SELL
|
- |
-1.53K- 5.46% |
$234K - $278K
|
26.5K
$4.84M
|
|
|
Aug 04, 2025
Q2 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 3.68% |
$236K - $280K
|
40.4K
$7.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.55K- 20.68% |
$237K - $282K
|
5.94K
$1.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.55K- 58.03% |
$237K - $282K
|
1.12K
$205K
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
SELL
|
- |
-1.56K- 74.64% |
$238K - $283K
|
529
$96.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.56K- 44.6% |
$239K - $284K
|
1.94K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-1.6K- 33.59% |
$244K - $290K
|
3.15K
$577K
|
|
|
Aug 08, 2025
Q2 2025
|
Renasant Bank
|
SELL
|
- |
-1.61K- 8.21% |
$246K - $292K
|
18K
$3.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.62K- 13.49% |
$247K - $294K
|
10.4K
$1.9M
|
|
|
Aug 15, 2025
Q2 2025
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.67K- 6.01% |
$255K - $303K
|
26K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-1.68K- 49.56% |
$256K - $305K
|
1.71K
$312K
|