Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.62K+ 50.12% |
$782K - $844K
|
13.8K
$2.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
4.59K+ 26.74% |
$778K - $839K
|
21.8K
$4M
|
|
|
May 07, 2025
Q1 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.58K+ 5.74% |
$776K - $838K
|
84.4K
$15.5M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.55K+ 3.31% |
$771K - $832K
|
142K
$26.1M
|
|
|
May 07, 2025
Q1 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
4.54K+ 110.85% |
$768K - $829K
|
8.63K
$1.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.51KNew |
$763K - $824K
|
4.51K
$828K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.49K+ 6.19% |
$761K - $822K
|
77.1K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.49K+ 139.32% |
$761K - $821K
|
7.71K
$1.42M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
4.47K+ 2.33% |
$757K - $817K
|
196K
$36.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
4.4K+ 3.52% |
$746K - $805K
|
130K
$23.8M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.38K+ 67.56% |
$742K - $801K
|
10.9K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
4.37KNew |
$740K - $798K
|
4.37K
$803K
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
4.35K+ 1.89% |
$736K - $795K
|
234K
$43M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.32KNew |
$732K - $790K
|
4.32K
$795K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.31K+ 9.56% |
$730K - $788K
|
49.4K
$9.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Freedom Day Solutions, LLC
|
BUY
|
- |
4.3K+ 51.2% |
$729K - $787K
|
12.7K
$2.34M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.26K+ 51.17% |
$721K - $778K
|
12.6K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.25K+ 122.75% |
$719K - $776K
|
7.71K
$1.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4.23K+ 7.11% |
$717K - $774K
|
63.8K
$11.7M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.22K+ 6.43% |
$715K - $771K
|
69.9K
$12.8M
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.19K+ 11.39% |
$711K - $767K
|
41K
$7.54M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.17K+ 5.44% |
$706K - $762K
|
80.7K
$14.8M
|
|
|
Jun 16, 2025
Q1 2025
|
Maple Capital Management, Inc.
|
BUY
|
- |
4.15KNew |
$703K - $759K
|
4.15K
$763K
|
|
|
Apr 29, 2025
Q1 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
4.1K+ 3.59% |
$695K - $750K
|
119K
$21.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.07K+ 37.9% |
$690K - $744K
|
14.8K
$2.72M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
4.06KNew |
$688K - $743K
|
4.06K
$747K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.06KNew |
$687K - $742K
|
4.06K
$746K
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.03KNew |
$683K - $737K
|
4.03K
$741K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.03K+ 1.56% |
$682K - $736K
|
262K
$48.2M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
4.03K+ 91.77% |
$682K - $736K
|
8.42K
$1.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
4.02KNew |
$681K - $735K
|
4.02K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.99K+ 5.07% |
$677K - $730K
|
82.8K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.96K+ 3.43% |
$671K - $724K
|
119K
$22M
|
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
3.95K+ 10.83% |
$670K - $723K
|
40.4K
$7.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.94K+ 150.31% |
$667K - $720K
|
6.56K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
3.9K+ 1.73% |
$661K - $713K
|
230K
$42.2M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.87K+ 30.16% |
$655K - $707K
|
16.7K
$3.07M
|
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.84K+ 2.14% |
$651K - $702K
|
183K
$33.6M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.83K+ 2.49% |
$648K - $700K
|
157K
$28.9M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.8K+ 5.8% |
$643K - $694K
|
69.2K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.78KNew |
$640K - $691K
|
3.78K
$695K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.78K+ 2.38% |
$640K - $690K
|
162K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.73K+ 4.41% |
$631K - $681K
|
88.2K
$16.2M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
3.71K+ 9.37% |
$629K - $679K
|
43.3K
$7.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
3.71K+ 8.12% |
$628K - $678K
|
49.4K
$9.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
3.67KNew |
$621K - $671K
|
3.67K
$674K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.67K+ 2.42% |
$621K - $670K
|
155K
$28.6M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
3.64K+ 11.73% |
$617K - $666K
|
34.7K
$6.38M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.62K+ 8.67% |
$613K - $661K
|
45.3K
$8.33M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.6K+ 24.17% |
$610K - $658K
|
18.5K
$3.4M
|