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American Institute for Advanced Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

American Institute for Advanced Investment Management’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 		$1.18M Sell
5,551
-45
-0.8% -$9.21K 0.68% 41
2026
Q1 		$1.07M Sell
5,596
-2,432
-30% -$482K 0.7% 43
2025
Q4 		$1.54M Sell
8,028
-26
-0.3% -$4.93K 0.99% 27
2025
Q3 		$1.53M Hold
8,054
– – 1% 27
2025
Q2 		$1.46M Buy
8,054
+96
+1% +$16.6K 1.04% 26
2025
Q1 		$1.38M Buy
7,958
+100
+1% +$17.8K 1.05% 26
2024
Q4 		$1.38M Sell
7,858
-113
-1% -$20.4K 1.03% 27
2024
Q3 		$1.43M Sell
7,971
-835
-9% -$143K 1.02% 26
2024
Q2 		$1.45M Sell
8,806
-55
-0.6% -$9.05K 1.11% 20
2024
Q1 		$1.5M Sell
8,861
-323
-4% -$51.9K 1.19% 19
2023
Q4 		$1.45M Hold
9,184
– – 1.28% 19
2023
Q3 		$1.3M Sell
9,184
-270
-3% -$40.3K 1.21% 21
2023
Q2 		$1.41M Buy
9,454
+807
+9% +$116K 1.24% 19
2023
Q1 		$1.25M Sell
8,647
-1,003
-10% -$147K 1.33% 16
2022
Q4 		$1.36M Sell
9,650
-524
-5% -$73.3K 1.25% 21
2022
Q3 		$1.29M Hold
10,174
– – 1.21% 24
2022
Q2 		$1.37M Hold
10,174
– – 1.2% 23
2022
Q1 		$1.6M Sell
10,174
-128
-1% -$20K 1.17% 24
2021
Q4 		$1.68M Buy
10,302
+225
+2% +$35.5K 1.13% 28
2021
Q3 		$1.51M Hold
10,077
– – 1.07% 29
2021
Q2 		$1.52M Sell
10,077
-17
-0.2% -$2.53K 1.07% 29
2021
Q1 		$1.43M Sell
10,094
-224
-2% -$30.2K 1.09% 28
2020
Q4 		$1.32M Sell
10,318
-1,535
-13% -$183K 1.06% 31
2020
Q3 		$1.28M Sell
11,853
-4,538
-28% -$490K 1.15% 31
2020
Q2 		$1.67M Sell
16,391
-3,865
-19% -$373K 1.57% 22
2020
Q1 		$1.7M Sell
20,256
-58
-0.3% -$6.16K 1.85% 16
2019
Q4 		$2.35M Buy
+20,314
New +$2.26M 2.27% 10

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

American Institute for Advanced Investment Management's RSP Position: Q2 2026 in Review

American Institute for Advanced Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.8% in Q2 2026, selling an estimated $9.21K and leaving 5,551 shares worth $1.18M. The position accounts for 0.68% of the portfolio, ranked #41.

American Institute for Advanced Investment Management first reported a position in RSP in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.35M in Q4 2019. 1,545 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • American Institute for Advanced Investment Management held 5,551 shares of Invesco S&P 500 Equal Weight ETF worth $1.18M as of Q2 2026.
  • American Institute for Advanced Investment Management sold 45 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $9.21K.
  • Invesco S&P 500 Equal Weight ETF made up 0.68% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #41 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 27 quarters since.
  • American Institute for Advanced Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $2.35M in Q4 2019.
  • 1,545 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.