Almanack Investment Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Almanack Investment Partners’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
2025 Q3	–	Sell	-8,500	Closed	-$1.54M	–	231
2025 Q2	$1.54M	Buy	+8,500	New	+$1.47M	0.25%	62
2022 Q3	–	Sell	-33,498	Closed	-$4.5M	–	894
2022 Q2	$4.5M	Buy	33,498 +8,233	+33%	+$1.2M	0.45%	38
2022 Q1	$3.98M	Sell	25,265 -10,648	-30%	-$1.66M	0.35%	56
2021 Q4	$5.84M	Buy	35,913 +2,623	+8%	+$414K	0.47%	39
2021 Q3	$4.99M	Buy	33,290 +6,475	+24%	+$991K	0.44%	49
2021 Q2	$4.04M	Buy	26,815 +12,564	+88%	+$1.87M	0.39%	50
2021 Q1	$2.02M	Buy	+14,251	New	+$1.92M	0.21%	80
2017 Q3	–	Sell	-1,314	Closed	-$122K	–	181
2017 Q2	$122K	Hold	1,314	–	–	0.07%	162
2017 Q1	$119K	Buy	+1,314	New	+$118K	0.09%	143

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Almanack Investment Partners's RSP Position: Q3 2025 in Review

Almanack Investment Partners sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 8,500 shares — an estimated $1.54M sold.

Almanack Investment Partners first reported a position in RSP in Q1 2017 and held it in 9 quarters. The position peaked at $5.84M in Q4 2021. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Almanack Investment Partners reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
Almanack Investment Partners sold 8,500 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $1.54M.
Almanack Investment Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and held it in 9 quarters.
Almanack Investment Partners's Invesco S&P 500 Equal Weight ETF position peaked at $5.84M in Q4 2021.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Almanack Investment Partners's 13F filing for Q3 2025, filed 22 Oct 2025.