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 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
6.41KNew |
$980K - $1.16M
|
6.41K
$1.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
6.4K+ 448.7% |
$979K - $1.16M
|
7.83K
$1.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.32K+ 45.72% |
$967K - $1.15M
|
20.2K
$3.69M
|
|
|
Jul 17, 2025
Q2 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
6.29K+ 15.82% |
$962K - $1.14M
|
46K
$8.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
6.28K+ 25.31% |
$960K - $1.14M
|
31.1K
$5.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
6.2K+ 117.04% |
$948K - $1.13M
|
11.5K
$2.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
6.19KNew |
$947K - $1.13M
|
6.19K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
6.09K+ 15.0% |
$931K - $1.11M
|
46.6K
$8.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.03K+ 195.71% |
$922K - $1.1M
|
9.11K
$1.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 9.33% |
$910K - $1.08M
|
69.7K
$12.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.95KNew |
$910K - $1.08M
|
5.95K
$1.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
5.86K+ 21.27% |
$896K - $1.06M
|
33.4K
$6.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
5.84KNew |
$893K - $1.06M
|
5.84K
$1.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.83K+ 20.75% |
$892K - $1.06M
|
33.9K
$6.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
BUY
|
- |
5.77K+ 7.06% |
$882K - $1.05M
|
87.6K
$16M
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5.77K+ 8.59% |
$882K - $1.05M
|
72.8K
$13.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
5.71K+ 38.99% |
$873K - $1.04M
|
20.3K
$3.73M
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
BUY
|
- |
5.71K+ 23.21% |
$872K - $1.04M
|
30.3K
$5.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.69K+ 20.88% |
$871K - $1.03M
|
33K
$6.04M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
5.68K+ 0.96% |
$869K - $1.03M
|
595K
$109M
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.58K+ 23.75% |
$854K - $1.01M
|
29.1K
$5.32M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
5.55KNew |
$848K - $1.01M
|
5.55K
$1.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.54K+ 6.13% |
$848K - $1.01M
|
96K
$17.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.52K+ 1.51% |
$844K - $1M
|
372K
$68M
|
|
|
Aug 08, 2025
Q2 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
5.51K+ 11.6% |
$842K - $1M
|
53K
$9.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.44K+ 5.08% |
$831K - $988K
|
113K
$20.6M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.38K+ 3.32% |
$823K - $978K
|
167K
$30.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.33K+ 1.32% |
$814K - $968K
|
407K
$74.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
5.3K+ 22.1% |
$811K - $963K
|
29.3K
$5.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.29K+ 23.87% |
$810K - $962K
|
27.5K
$5.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
5.18K+ 257.22% |
$793K - $942K
|
7.2K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5.16K+ 2263.6% |
$789K - $938K
|
5.39K
$987K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.15K+ 1.97% |
$787K - $935K
|
267K
$48.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.14K+ 5.65% |
$787K - $935K
|
96.2K
$17.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.08K+ 1.33% |
$777K - $923K
|
388K
$71M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.99K+ 2.08% |
$763K - $906K
|
245K
$44.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.94K+ 37.56% |
$756K - $898K
|
18.1K
$3.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.93K+ 4.79% |
$754K - $896K
|
108K
$19.7M
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
4.86KNew |
$744K - $884K
|
4.86K
$891K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.86K+ 5.87% |
$742K - $882K
|
87.6K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
4.83K+ 22.66% |
$739K - $878K
|
26.2K
$4.79M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.81K+ 10.98% |
$735K - $874K
|
48.6K
$8.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.72K+ 11.51% |
$722K - $857K
|
45.7K
$8.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4.63K+ 135.0% |
$708K - $842K
|
8.06K
$1.48M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.61K+ 44.91% |
$704K - $837K
|
14.9K
$2.72M
|
|
|
Jul 24, 2025
Q2 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.57K+ 35.94% |
$698K - $830K
|
17.3K
$3.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
4.54K+ 4.64% |
$694K - $825K
|
102K
$18.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
4.44K+ 38.19% |
$679K - $807K
|
16.1K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.44K+ 41.24% |
$678K - $806K
|
15.2K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
4.43K+ 3.59% |
$677K - $804K
|
128K
$23.4M
|