Apexium Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Apexium Financial’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	$3.53M	Buy	18,598 +10	+0.1%	+$1.86K	0.17%	67
2025 Q2	$3.38M	Buy	18,588 +219	+1%	+$37.8K	0.18%	65
2025 Q1	$3.18M	Buy	18,369 +1,220	+7%	+$217K	0.19%	58
2024 Q4	$3.01M	Buy	17,149 +2,210	+15%	+$400K	0.18%	59
2024 Q3	$2.68M	Hold	14,939	–	–	0.18%	53
2024 Q2	$2.45M	Sell	14,939 -138	-0.9%	-$22.7K	0.18%	51
2024 Q1	$2.55M	Buy	15,077 +169	+1%	+$27.1K	0.19%	50
2023 Q4	$2.35M	Buy	14,908 +7,864	+112%	+$1.14M	0.17%	65
2023 Q3	$998K	Buy	7,044 +1,891	+37%	+$282K	0.1%	85
2023 Q2	$771K	Buy	+5,153	New	+$742K	0.07%	103

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

Apexium Financial's RSP Position: Q3 2025 in Review

Apexium Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.05% in Q3 2025, buying an estimated $1.86K and bringing the position to 18,598 shares worth $3.53M. The position accounts for 0.17% of the portfolio, ranked #67.

Apexium Financial first reported a position in RSP in Q2 2023 and has held it in 10 quarters since. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Apexium Financial held 18,598 shares of Invesco S&P 500 Equal Weight ETF worth $3.53M as of Q3 2025.
Apexium Financial bought 10 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $1.86K.
Invesco S&P 500 Equal Weight ETF made up 0.17% of Apexium Financial's portfolio in Q3 2025, its #67 holding.
Apexium Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and has held it in 10 quarters since.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.