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Advisor OS’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Advisor OS’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2M Sell
62,207
-32,528
-34% -$6.66M 0.88% 23
2026
Q1 		$18.2M Sell
94,735
-153
-0.2% -$30.3K 1.32% 14
2025
Q4 		$18.2M Buy
94,888
+4,681
+5% +$889K 1.46% 15
2025
Q3 		$17.1M Sell
90,207
-14,239
-14% -$2.65M 1.48% 16
2025
Q2 		$19M Sell
104,446
-3,729
-3% -$644K 1.87% 13
2025
Q1 		$18.7M Buy
108,175
+6,590
+6% +$1.17M 2.13% 10
2024
Q4 		$17.8M Sell
101,585
-52,775
-34% -$9.54M 2.06% 11
2024
Q3 		$27.7M Buy
154,360
+785
+0.5% +$134K 2.75% 5
2024
Q2 		$25.2M Buy
153,575
+9,418
+7% +$1.55M 2.76% 5
2024
Q1 		$24.4M Buy
144,157
+16,180
+13% +$2.6M 2.81% 4
2023
Q4 		$20.2M Sell
127,977
-28,261
-18% -$4.11M 2.63% 7
2023
Q3 		$22.1M Sell
156,238
-163,355
-51% -$24.4M 3.32% 5
2023
Q2 		$47.8M Buy
319,593
+98,106
+44% +$14.1M 7.82% 1
2023
Q1 		$32M Buy
221,487
+58,434
+36% +$8.56M 7.69% 1
2022
Q4 		$23M Buy
163,053
+29,928
+22% +$4.19M 6.12% 3
2022
Q3 		$16.9M Buy
133,125
+3,560
+3% +$502K 5.11% 4
2022
Q2 		$17.4M Buy
129,565
+7,261
+6% +$1.06M 5.07% 4
2022
Q1 		$19.3M Sell
122,304
-12,352
-9% -$1.93M 5.59% 3
2021
Q4 		$21.9M Buy
134,656
+3,614
+3% +$571K 4.47% 2
2021
Q3 		$19.6M Sell
131,042
-3,405
-3% -$521K 4.27% 3
2021
Q2 		$20.3M Buy
134,447
+6,709
+5% +$999K 4.21% 4
2021
Q1 		$18.1M Buy
127,738
+50,052
+64% +$6.75M 4.1% 6
2020
Q4 		$9.86M Buy
77,686
+46,739
+151% +$5.56M 2.65% 11
2020
Q3 		$3.35M Buy
30,947
+24,119
+353% +$2.6M 1.4% 17
2020
Q2 		$695K Buy
+6,828
New +$659K 0.41% 48

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Advisor OS's RSP Position: Q2 2026 in Review

Advisor OS reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 34% in Q2 2026, selling an estimated $6.66M and leaving 62,207 shares worth $13.2M. The position accounts for 0.88% of the portfolio, ranked #23.

Advisor OS first reported a position in RSP in Q2 2020 and has held it in 25 quarters since. The position peaked at $47.8M in Q2 2023. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Advisor OS held 62,207 shares of Invesco S&P 500 Equal Weight ETF worth $13.2M as of Q2 2026.
  • Advisor OS sold 32,528 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $6.66M.
  • Invesco S&P 500 Equal Weight ETF made up 0.88% of Advisor OS's portfolio in Q2 2026, its #23 holding.
  • Advisor OS first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2020 and has held it in 25 quarters since.
  • Advisor OS's Invesco S&P 500 Equal Weight ETF position peaked at $47.8M in Q2 2023.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.