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 23, 2025
Q2 2025
|
Baxter Bros Inc
|
BUY
|
- |
2.15KNew |
$329K - $391K
|
2.15K
$394K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
2.13KNew |
$325K - $387K
|
2.13K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.11K+ 4.27% |
$322K - $383K
|
51.5K
$9.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.11K+ 46.91% |
$322K - $383K
|
6.6K
$1.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Washington Trust CO
|
BUY
|
- |
2.1K+ 13.02% |
$321K - $381K
|
18.2K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.08K+ 5.21% |
$318K - $378K
|
42K
$7.68M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
2.07K+ 11.56% |
$317K - $376K
|
20K
$3.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Guidance Group, Inc.
|
BUY
|
- |
2.06K+ 7.67% |
$315K - $374K
|
28.9K
$5.29M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.06K+ 566.12% |
$314K - $373K
|
2.42K
$443K
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.04K+ 66.64% |
$312K - $371K
|
5.11K
$935K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.04K+ 40.02% |
$311K - $370K
|
7.12K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.03K+ 1.11% |
$311K - $369K
|
185K
$33.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.03K+ 20.28% |
$311K - $369K
|
12.1K
$2.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.03KNew |
$311K - $369K
|
2.03K
$372K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.01K+ 2.88% |
$308K - $365K
|
71.9K
$13.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.01K+ 53.49% |
$307K - $365K
|
5.76K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
2.01K+ 33.04% |
$307K - $365K
|
8.08K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2K+ 2.12% |
$306K - $364K
|
96.3K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cabot Wealth Management Inc
|
BUY
|
- |
1.97K+ 3.88% |
$301K - $358K
|
52.7K
$9.65M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.97K+ 54.35% |
$301K - $357K
|
5.58K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.95K+ 4.73% |
$299K - $355K
|
43.3K
$7.93M
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.95K+ 141.29% |
$298K - $354K
|
3.33K
$609K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.94K+ 23.65% |
$297K - $353K
|
10.1K
$1.86M
|
|
|
Aug 13, 2025
Q2 2025
|
Nbw Capital LLC
|
BUY
|
- |
1.93KNew |
$295K - $350K
|
1.93K
$353K
|
|
|
Jul 18, 2025
Q2 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.9K+ 73.56% |
$290K - $345K
|
4.48K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.89K+ 4.93% |
$288K - $343K
|
40.1K
$7.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.88K+ 2.43% |
$287K - $341K
|
79K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.85K+ 3.22% |
$283K - $336K
|
59.3K
$10.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Vanderbilt University
Nashville, TN |
BUY
|
- |
1.85K+ 0.4% |
$282K - $335K
|
463K
$84.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.84KNew |
$282K - $335K
|
1.84K
$337K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.83KNew |
$280K - $333K
|
1.83K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.82K+ 3.22% |
$278K - $330K
|
58.2K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.82K+ 4.11% |
$278K - $330K
|
46K
$8.43M
|
|
|
Jul 25, 2025
Q2 2025
|
Gw Henssler & Associates LTD
|
BUY
|
- |
1.81KNew |
$276K - $329K
|
1.81K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
1.79KNew |
$274K - $326K
|
1.79K
$328K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.78K+ 1.22% |
$273K - $324K
|
148K
$27M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.78K+ 8.76% |
$272K - $323K
|
22.1K
$4.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
1.77K+ 9.05% |
$270K - $321K
|
21.3K
$3.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.76K+ 6.58% |
$269K - $320K
|
28.5K
$5.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
1.75KNew |
$267K - $318K
|
1.75K
$320K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.75K+ 63.83% |
$267K - $317K
|
4.48K
$821K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.74K+ 32.55% |
$266K - $316K
|
7.07K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.71KNew |
$262K - $311K
|
1.71K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
1.71K+ 57.48% |
$261K - $311K
|
4.68K
$857K
|
|
|
Jul 29, 2025
Q2 2025
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
1.69K+ 4.87% |
$259K - $308K
|
36.5K
$6.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.69K+ 21.96% |
$259K - $308K
|
9.4K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.69KNew |
$258K - $306K
|
1.69K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.68K+ 1.11% |
$258K - $306K
|
154K
$28.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.65K+ 8.35% |
$252K - $299K
|
21.4K
$3.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
1.64KNew |
$250K - $297K
|
1.64K
$299K
|