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 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 $1.66T 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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Analyst IMS Investment Management Services's RSP Position: Q1 2026 in Review

Analyst IMS Investment Management Services increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 31% in Q1 2026, buying an estimated $2.62M and bringing the position to 55,700 shares worth $10.7M. The position accounts for 0.32% of the portfolio, ranked #32.

Analyst IMS Investment Management Services first reported a position in RSP in Q2 2023 and has held it in 12 quarters since. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Analyst IMS Investment Management Services held 55,700 shares of Invesco S&P 500 Equal Weight ETF worth $10.7M as of Q1 2026.
Analyst IMS Investment Management Services bought 13,200 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $2.62M.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Analyst IMS Investment Management Services's portfolio in Q1 2026, its #32 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 12 quarters since.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Analyst IMS Investment Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.