Purchases and Sales Made in Q4 2025 in Invesco ETF Tr S&P 500 Equal W (RHS)
This table provides information about the institutional ownership of Invesco ETF Tr S&P 500 Equal W (RHS) during Q4 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR S&P 500 EQUAL W.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
13.5KNew |
N/A
|
13.5K
$0
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
78+ 0.45% |
N/A
|
17.5K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.87% |
N/A
|
815
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.61% |
N/A
|
166
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-35- 0.22% |
N/A
|
16.2K
$0
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-802- 3.76% |
N/A
|
20.5K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Planning Directions Inc
|
SELL
|
- |
-1.57K- 6.36% |
N/A
|
23.1K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2K- 12.59% |
N/A
|
13.9K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.19K- 15.71% |
N/A
|
11.7K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-72.9K- 83.78% |
N/A
|
14.1K
$0
|
|