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 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
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.63K+ 8.82% |
$250K - $297K
|
20.1K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
1.63KNew |
$249K - $295K
|
1.63K
$298K
|
|
|
Aug 11, 2025
Q2 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
1.61K+ 10.63% |
$245K - $292K
|
16.7K
$3.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.59KNew |
$244K - $290K
|
1.59K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.59K+ 40.64% |
$244K - $290K
|
5.51K
$1.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
BUY
|
- |
1.57K+ 1.76% |
$240K - $285K
|
90.7K
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.57KNew |
$240K - $285K
|
1.57K
$287K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.56K+ 7.73% |
$239K - $284K
|
21.8K
$3.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.56KNew |
$239K - $284K
|
1.56K
$286K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.56K+ 18.63% |
$238K - $283K
|
9.92K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.55K+ 51.53% |
$237K - $282K
|
4.56K
$834K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.54K+ 3.06% |
$236K - $280K
|
51.8K
$9.49M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
1.54K+ 1.6% |
$235K - $280K
|
98K
$17.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
1.54KNew |
$235K - $279K
|
1.54K
$281K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.52KNew |
$232K - $276K
|
1.52K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
1.52K+ 18.65% |
$232K - $276K
|
9.66K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.51K+ 7.11% |
$231K - $275K
|
22.8K
$4.18M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.49K+ 98.61% |
$228K - $271K
|
3K
$549K
|
|
|
Jul 29, 2025
Q2 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.49KNew |
$228K - $271K
|
1.49K
$273K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.48KNew |
$226K - $269K
|
1.48K
$271K
|
|
|
Aug 14, 2025
Q2 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
1.47KNew |
$225K - $267K
|
1.47K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Professional Advisory Services Inc
|
BUY
|
- |
1.47K+ 29.14% |
$225K - $267K
|
6.51K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.47K+ 5.67% |
$224K - $266K
|
27.3K
$5M
|
|
|
Aug 08, 2025
Q2 2025
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.46KNew |
$224K - $266K
|
1.46K
$268K
|
|
|
Jul 16, 2025
Q2 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
1.46KNew |
$223K - $264K
|
1.46K
$266K
|
|
|
Aug 05, 2025
Q2 2025
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.45KNew |
$222K - $264K
|
1.45K
$266K
|
|
|
Aug 13, 2025
Q2 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.44K+ 5.33% |
$221K - $262K
|
28.5K
$5.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.44K+ 14.67% |
$220K - $262K
|
11.3K
$2.06M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.43K+ 89.54% |
$219K - $260K
|
3.03K
$554K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.42K+ 68.01% |
$217K - $258K
|
3.51K
$643K
|
|
|
Jul 30, 2025
Q2 2025
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.42KNew |
$217K - $258K
|
1.42K
$260K
|
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.42K+ 1.31% |
$217K - $258K
|
110K
$20.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.42K+ 7.84% |
$217K - $258K
|
19.5K
$3.57M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
1.41K+ 60.94% |
$215K - $256K
|
3.72K
$680K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1.41K+ 1.86% |
$215K - $255K
|
76.9K
$14.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.4K+ 4.35% |
$214K - $255K
|
33.6K
$6.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
1.4K+ 15.37% |
$214K - $254K
|
10.5K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.39K+ 15.21% |
$213K - $253K
|
10.5K
$1.93M
|
|
|
Aug 04, 2025
Q2 2025
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
1.39K+ 33.62% |
$212K - $252K
|
5.51K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.38K+ 30.12% |
$211K - $251K
|
5.96K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.37K+ 10.08% |
$209K - $249K
|
15K
$2.74M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.34K+ 8.04% |
$206K - $244K
|
18.1K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
1.34KNew |
$205K - $244K
|
1.34K
$246K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.34K+ 3.21% |
$205K - $243K
|
43.1K
$7.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.34K+ 35.21% |
$204K - $243K
|
5.13K
$939K
|
|
|
Aug 01, 2025
Q2 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.33KNew |
$203K - $242K
|
1.33K
$243K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1.32K+ 7.43% |
$202K - $240K
|
19.1K
$3.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.32KNew |
$201K - $239K
|
1.32K
$241K
|