Aspiriant LLC
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Aspiriant LLC’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Aspiriant LLC’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
Q3 		$4.28M Sell
20,596
-148
-0.7% -$32K 0.1% 77
2026
Q2 		$4.41M Sell
20,744
-192
-0.9% -$39.3K 0.11% 79
2026
Q1 		$4.02M Buy
20,936
+2,940
+16% +$583K 0.11% 80
2025
Q4 		$3.45M Buy
17,996
+2,346
+15% +$445K 0.1% 88
2025
Q3 		$2.97M Sell
15,650
-2,573
-14% -$479K 0.09% 85
2025
Q2 		$3.31M Sell
18,223
-2,612
-13% -$451K 0.11% 81
2025
Q1 		$3.61M Sell
20,835
-461
-2% -$82K 0.13% 64
2024
Q4 		$3.73M Sell
21,296
-1,042
-5% -$188K 0.13% 65
2024
Q3 		$4M Sell
22,338
-3,907
-15% -$667K 0.15% 60
2024
Q2 		$4.31M Sell
26,245
-7,877
-23% -$1.3M 0.18% 58
2024
Q1 		$5.78M Sell
34,122
-4,869
-12% -$782K 0.24% 53
2023
Q4 		$6.15M Sell
38,991
-1,477
-4% -$215K 0.28% 49
2023
Q3 		$5.73M Sell
40,468
-5,029
-11% -$751K 0.29% 49
2023
Q2 		$6.81M Sell
45,497
-2,845
-6% -$410K 0.34% 42
2023
Q1 		$6.99M Sell
48,342
-641
-1% -$93.9K 0.37% 40
2022
Q4 		$6.92M Sell
48,983
-3,924
-7% -$549K 0.35% 40
2022
Q3 		$6.74M Sell
52,907
-1,241
-2% -$175K 0.33% 38
2022
Q2 		$7.27M Sell
54,148
-2,880
-5% -$421K 0.35% 39
2022
Q1 		$9M Buy
57,028
+55,791
+4,510% +$8.7M 0.49% 27
2021
Q4 		$201K Buy
+1,237
New +$195K 0.01% 276
2021
Q3 		– Sell
-1,819
Closed -$274K – 241
2021
Q2 		$274K Buy
+1,819
New +$271K 0.02% 206
2020
Q2 		– Sell
-8,947
Closed -$752K – 191
2020
Q1 		$752K Sell
8,947
-143
-2% -$15.2K 0.07% 96
2019
Q4 		$1.05M Sell
9,090
-138
-1% -$15.3K 0.1% 93
2019
Q3 		$997K Sell
9,228
-91
-1% -$9.8K 0.09% 108
2019
Q2 		$1M Sell
9,319
-756
-8% -$80K 0.08% 109
2019
Q1 		$1.05M Buy
10,075
+797
+9% +$80.4K 0.09% 107
2018
Q4 		$848K Buy
+9,278
New +$919K 0.06% 114

Other funds holding RSP

Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Southern Farm Bureau Life Insurance
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.33B AUM 6.66% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Aspiriant LLC's RSP Position: Q3 2026 in Review

Aspiriant LLC reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.71% in Q3 2026, selling an estimated $32K and leaving 20,596 shares worth $4.28M. The position accounts for 0.1% of the portfolio, ranked #77.

Aspiriant LLC first reported a position in RSP in Q4 2018 and has held it in 27 quarters since. The position peaked at $9M in Q1 2022. 608 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Aspiriant LLC held 20,596 shares of Invesco S&P 500 Equal Weight ETF worth $4.28M as of Q3 2026.
  • Aspiriant LLC sold 148 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $32K.
  • Invesco S&P 500 Equal Weight ETF made up 0.1% of Aspiriant LLC's portfolio in Q3 2026, its #77 holding.
  • Aspiriant LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 27 quarters since.
  • Aspiriant LLC's Invesco S&P 500 Equal Weight ETF position peaked at $9M in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.