Atlantic Edge Private Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Atlantic Edge Private Wealth Management’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	$6.54M	Buy	31,428 +166	+0.5%	+$35.9K	1.34%	22
2026 Q2	$6.65M	Buy	31,262 +1,354	+5%	+$277K	1.36%	22
2026 Q1	$5.74M	Buy	29,908 +1,036	+4%	+$205K	1.41%	19
2025 Q4	$5.53M	Sell	28,872 -1,155	-4%	-$219K	1.37%	21
2025 Q3	$5.7M	Sell	30,027 -880	-3%	-$164K	1.46%	20
2025 Q2	$5.62M	Sell	30,907 -26,189	-46%	-$4.52M	1.54%	18
2025 Q1	$9.9M	Buy	57,096 +162	+0.3%	+$28.8K	3.02%	8
2024 Q4	$10M	Buy	56,934 +1,177	+2%	+$213K	3.09%	9
2024 Q3	$10M	Buy	55,757 +13,694	+33%	+$2.34M	3.04%	9
2024 Q2	$6.91M	Buy	42,063 +3,464	+9%	+$570K	2.31%	12
2024 Q1	$6.54M	Buy	38,599 +1,781	+5%	+$286K	2.25%	11
2023 Q4	$5.81M	Buy	+36,818	New	+$5.35M	2.36%	10

Other funds holding RSP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Atlantic Edge Private Wealth Management's RSP Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.53% in Q3 2026, buying an estimated $35.9K and bringing the position to 31,428 shares worth $6.54M. The position accounts for 1.34% of the portfolio, ranked #22.

Atlantic Edge Private Wealth Management first reported a position in RSP in Q4 2023 and has held it in 12 quarters since. The position peaked at $10M in Q3 2024. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Atlantic Edge Private Wealth Management held 31,428 shares of Invesco S&P 500 Equal Weight ETF worth $6.54M as of Q3 2026.
Atlantic Edge Private Wealth Management bought 166 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $35.9K.
Invesco S&P 500 Equal Weight ETF made up 1.34% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #22 holding.
Atlantic Edge Private Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $10M in Q3 2024.
2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.