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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
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% -$9.77K 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Aspiriant LLC's RSP Position: Q2 2026 in Review

Aspiriant LLC reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.92% in Q2 2026, selling an estimated $39.3K and leaving 20,744 shares worth $4.41M. The position accounts for 0.11% of the portfolio, ranked #79.

Aspiriant LLC first reported a position in RSP in Q4 2018 and has held it in 26 quarters since. The position peaked at $9M in Q1 2022. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Aspiriant LLC held 20,744 shares of Invesco S&P 500 Equal Weight ETF worth $4.41M as of Q2 2026.
  • Aspiriant LLC sold 192 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $39.3K.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of Aspiriant LLC's portfolio in Q2 2026, its #79 holding.
  • Aspiriant LLC first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 26 quarters since.
  • Aspiriant LLC's Invesco S&P 500 Equal Weight ETF position peaked at $9M in Q1 2022.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.