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 Q2	$540K	Sell	2,537 -9,497	-79%	-$1.94M	0.05%	253
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 $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

AssuredPartners Investment Advisors's RSP Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 79% in Q2 2026, selling an estimated $1.94M and leaving 2,537 shares worth $540K. The position accounts for 0.05% of the portfolio, ranked #253.

AssuredPartners Investment Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2026. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

AssuredPartners Investment Advisors held 2,537 shares of Invesco S&P 500 Equal Weight ETF worth $540K as of Q2 2026.
AssuredPartners Investment Advisors sold 9,497 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.94M.
Invesco S&P 500 Equal Weight ETF made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #253 holding.
AssuredPartners Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
AssuredPartners Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.33M in Q1 2026.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.