Analyst IMS Investment Management Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Analyst IMS Investment Management Services’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	$11.9M	Hold	55,700	–	–	0.28%	36
2026 Q1	$10.7M	Buy	55,700 +13,200	+31%	+$2.62M	0.32%	32
2025 Q4	$8.14M	Buy	42,500 +2,820	+7%	+$535K	0.24%	33
2025 Q3	$7.53M	Buy	39,680 +10,400	+36%	+$1.94M	0.23%	32
2025 Q2	$5.32M	Buy	29,280 +5,300	+22%	+$915K	0.18%	37
2025 Q1	$4.15M	Buy	23,980 +9,200	+62%	+$1.64M	0.16%	42
2024 Q4	$2.59M	Hold	14,780	–	–	0.09%	51
2024 Q3	$2.65M	Buy	14,780 +6,250	+73%	+$1.07M	0.1%	43
2024 Q2	$1.4M	Buy	8,530 +5,900	+224%	+$970K	0.06%	61
2024 Q1	$445K	Hold	2,630	–	–	0.02%	94
2023 Q4	$415K	Hold	2,630	–	–	0.02%	83
2023 Q3	$374K	Buy	2,630 +1,050	+66%	+$157K	0.02%	84
2023 Q2	$234K	Buy	+1,580	New	+$228K	0.02%	94

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Analyst IMS Investment Management Services's RSP Position: Q2 2026 in Review

Analyst IMS Investment Management Services held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 55,700 shares worth $11.9M. The position accounts for 0.28% of the portfolio, ranked #36.

Analyst IMS Investment Management Services first reported a position in RSP in Q2 2023 and has held it in 13 quarters since. 2,319 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Analyst IMS Investment Management Services held 55,700 shares of Invesco S&P 500 Equal Weight ETF worth $11.9M as of Q2 2026.
Analyst IMS Investment Management Services left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.28% of Analyst IMS Investment Management Services's portfolio in Q2 2026, its #36 holding.
Analyst IMS Investment Management Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 13 quarters since.
2,319 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.