AssuredPartners Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

AssuredPartners Investment Advisors’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	$2.33M	Buy	12,034 +2,421	+25%	+$480K	0.25%	102
2025 Q4	$1.84M	Buy	9,613 +7,840	+442%	+$1.49M	0.27%	86
2025 Q3	$336K	Sell	1,773 -1,104	-38%	-$206K	0.07%	189
2025 Q2	$523K	Sell	2,877 -9,316	-76%	-$1.61M	0.13%	126
2025 Q1	$2.11M	Buy	12,193 +82	+0.7%	+$14.6K	0.41%	71
2024 Q4	$2.12M	Buy	+12,111	New	+$2.19M	0.41%	68

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

AssuredPartners Investment Advisors's RSP Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 25% in Q1 2026, buying an estimated $480K and bringing the position to 12,034 shares worth $2.33M. The position accounts for 0.25% of the portfolio, ranked #102.

AssuredPartners Investment Advisors first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

AssuredPartners Investment Advisors held 12,034 shares of Invesco S&P 500 Equal Weight ETF worth $2.33M as of Q1 2026.
AssuredPartners Investment Advisors bought 2,421 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $480K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #102 holding.
AssuredPartners Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.