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 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
2.93K+ 13.6% |
$448K - $532K
|
24.5K
$4.48M
|
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.9K+ 3.13% |
$444K - $527K
|
95.7K
$17.5M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.9KNew |
$443K - $527K
|
2.9K
$531K
|
|
|
Aug 15, 2025
Q2 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.9K+ 9.68% |
$443K - $527K
|
32.8K
$6.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.88K+ 40.61% |
$440K - $523K
|
9.96K
$1.82M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.85K+ 1.22% |
$436K - $518K
|
237K
$43.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 7.79% |
$434K - $516K
|
39.3K
$7.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.84K+ 1.99% |
$434K - $516K
|
145K
$26.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.83K+ 15.78% |
$433K - $515K
|
20.8K
$3.81M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.78K+ 23.44% |
$425K - $505K
|
14.6K
$2.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
2.77KNew |
$423K - $503K
|
2.77K
$506K
|
|
|
Aug 08, 2025
Q2 2025
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
2.75K+ 2.08% |
$420K - $499K
|
135K
$24.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
2.7K+ 4.1% |
$413K - $491K
|
68.5K
$12.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
2.66K+ 3.35% |
$407K - $484K
|
82.2K
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.65K+ 2.44% |
$405K - $481K
|
111K
$20.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.64K+ 0.93% |
$403K - $479K
|
286K
$52.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Sfm, LLC
Manchester, NH |
BUY
|
- |
2.63KNew |
$402K - $478K
|
2.63K
$482K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.62K+ 22.13% |
$401K - $477K
|
14.5K
$2.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 30.25% |
$399K - $474K
|
11.2K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.6KNew |
$397K - $472K
|
2.6K
$475K
|
|
|
Jul 18, 2025
Q2 2025
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
2.59KNew |
$397K - $471K
|
2.59K
$475K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.57K+ 11.46% |
$393K - $467K
|
25K
$4.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 9.81% |
$392K - $466K
|
28.7K
$5.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.52K+ 76.24% |
$386K - $458K
|
5.83K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.48K+ 2.59% |
$379K - $450K
|
98K
$17.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.46K+ 10.24% |
$375K - $446K
|
26.4K
$4.84M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
2.45K+ 23.45% |
$375K - $445K
|
12.9K
$2.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
2.43K+ 3.36% |
$372K - $442K
|
74.9K
$13.7M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
2.42K+ 70.39% |
$369K - $439K
|
5.85K
$1.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.4K+ 9.27% |
$367K - $436K
|
28.3K
$5.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.4K+ 25.23% |
$366K - $435K
|
11.9K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
2.38K+ 3.85% |
$363K - $432K
|
64.1K
$11.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.37K+ 4.58% |
$363K - $431K
|
54.2K
$9.92M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.37K+ 15.18% |
$362K - $430K
|
17.9K
$3.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.35K+ 9.44% |
$360K - $428K
|
27.3K
$4.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
2.35K+ 7.71% |
$359K - $427K
|
32.8K
$6.01M
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.34K+ 6.98% |
$357K - $424K
|
35.8K
$6.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
2.32K+ 6.5% |
$354K - $421K
|
38K
$6.95M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
2.29K+ 24.42% |
$350K - $416K
|
11.7K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.29KNew |
$350K - $416K
|
2.29K
$419K
|
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
- |
2.29KNew |
$350K - $416K
|
2.29K
$419K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.28KNew |
$348K - $414K
|
2.28K
$417K
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.22K+ 3.79% |
$340K - $403K
|
60.8K
$11.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.22K+ 11.47% |
$339K - $403K
|
21.5K
$3.94M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.21K+ 47.1% |
$338K - $402K
|
6.9K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
2.21K+ 12.39% |
$338K - $401K
|
20K
$3.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.21K+ 40.57% |
$338K - $401K
|
7.65K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sterling Manor Financial, LLC
|
BUY
|
- |
2.19K+ 3.32% |
$335K - $398K
|
68.1K
$12.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.18KNew |
$333K - $395K
|
2.18K
$398K
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.16K+ 80.78% |
$331K - $393K
|
4.84K
$887K
|