AI
RSP icon

Atria Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Atria Investments’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 		$4.21M Sell
21,952
-5,815
-21% -$1.15M 0.05% 423
2025
Q4 		$5.32M Buy
27,767
+4,741
+21% +$900K 0.06% 358
2025
Q3 		$4.37M Sell
23,026
-3,208
-12% -$598K 0.05% 431
2025
Q2 		$4.77M Sell
26,234
-13,065
-33% -$2.26M 0.06% 396
2025
Q1 		$6.81M Sell
39,299
-2,273
-5% -$404K 0.09% 268
2024
Q4 		$7.28M Sell
41,572
-13,907
-25% -$2.51M 0.09% 252
2024
Q3 		$9.94M Sell
55,479
-38,162
-41% -$6.52M 0.12% 189
2024
Q2 		$15.4M Buy
93,641
+14,696
+19% +$2.42M 0.2% 104
2024
Q1 		$13.4M Sell
78,945
-27,944
-26% -$4.49M 0.18% 125
2023
Q4 		$16.9M Buy
106,889
+45,833
+75% +$6.66M 0.26% 81
2023
Q3 		$8.65M Buy
61,056
+15,421
+34% +$2.3M 0.15% 152
2023
Q2 		$6.83M Buy
45,635
+1,749
+4% +$252K 0.12% 193
2023
Q1 		$6.35M Buy
43,886
+14,540
+50% +$2.13M 0.12% 207
2022
Q4 		$4.15M Buy
29,346
+609
+2% +$85.2K 0.09% 291
2022
Q3 		$3.66M Sell
28,737
-20,595
-42% -$2.9M 0.08% 298
2022
Q2 		$6.62M Sell
49,332
-2,773
-5% -$406K 0.14% 181
2022
Q1 		$8.22M Buy
52,105
+2,557
+5% +$399K 0.14% 169
2021
Q4 		$8.06M Buy
49,548
+1,768
+4% +$279K 0.14% 173
2021
Q3 		$7.16M Sell
47,780
-4,498
-9% -$689K 0.13% 176
2021
Q2 		$7.88M Buy
52,278
+2,099
+4% +$312K 0.15% 150
2021
Q1 		$7.11M Sell
50,179
-42,861
-46% -$5.78M 0.16% 148
2020
Q4 		$11.9M Buy
93,040
+14,064
+18% +$1.67M 0.29% 76
2020
Q3 		$8.54M Buy
78,976
+47,419
+150% +$5.12M 0.26% 92
2020
Q2 		$3.21M Sell
31,557
-17,581
-36% -$1.7M 0.11% 216
2020
Q1 		$4.13M Buy
49,138
+1,110
+2% +$118K 0.32% 77
2019
Q4 		$5.56M Buy
48,028
+14,849
+45% +$1.65M 0.15% 147
2019
Q3 		$3.59M Buy
33,179
+1,017
+3% +$109K 0.13% 153
2019
Q2 		$3.35M Sell
32,162
-62,618
-66% -$6.63M 0.12% 152
2019
Q1 		$9.9M Buy
94,780
+47,920
+102% +$4.83M 0.42% 43
2018
Q4 		$4.28M Sell
46,860
-137,123
-75% -$13.6M 0.19% 85
2018
Q3 		$19.7M Buy
183,983
+141,563
+334% +$15M 0.78% 19
2018
Q2 		$4.32M Buy
+42,420
New +$4.3M 0.19% 96
2018
Q1 		– Sell
-30,578
Closed -$3.09M – 907
2017
Q4 		$3.09M Buy
30,578
+2,185
+8% +$214K 0.15% 141
2017
Q3 		$2.71M Buy
28,393
+4,826
+20% +$452K 0.15% 150
2017
Q2 		$2.18M Buy
23,567
+8,486
+56% +$778K 0.13% 172
2017
Q1 		$1.37M Buy
15,081
+7,157
+90% +$642K 0.09% 222
2016
Q4 		$687K Buy
+7,924
New +$669K 0.05% 286
2016
Q2 		– Sell
-10,727
Closed -$842K – 496
2016
Q1 		$842K Sell
10,727
-4,821
-31% -$354K 0.1% 171
2015
Q4 		$1.12M Buy
+15,548
New +$1.21M 0.12% 121
2015
Q3 		– Sell
-34,155
Closed -$2.73M – 398
2015
Q2 		$2.73M Sell
34,155
-1,437
-4% -$118K 0.32% 46
2015
Q1 		$2.88M Sell
35,592
-21,449
-38% -$1.73M 0.33% 50
2014
Q4 		$4.57M Sell
57,041
-127,227
-69% -$9.89M 0.49% 32
2014
Q3 		$14M Sell
184,268
-4,600
-2% -$353K 1.43% 12
2014
Q2 		$14.5M Buy
188,868
+19,242
+11% +$1.43M 1.45% 11
2014
Q1 		$12.4M Buy
169,626
+24,579
+17% +$1.75M 1.26% 19
2013
Q4 		$10.3M Buy
145,047
+10,061
+7% +$687K 1.03% 24
2013
Q3 		$8.8M Buy
134,986
+96,946
+255% +$6.25M 0.92% 24
2013
Q2 		$2.33M Buy
+38,040
New +$2.33M 0.28% 56

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Atria Investments's RSP Position: Q1 2026 in Review

Atria Investments reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q1 2026, selling an estimated $1.15M and leaving 21,952 shares worth $4.21M. The position accounts for 0.05% of the portfolio, ranked #423.

Atria Investments first reported a position in RSP in Q2 2013 and has held it in 48 quarters since. The position peaked at $19.7M in Q3 2018. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Atria Investments held 21,952 shares of Invesco S&P 500 Equal Weight ETF worth $4.21M as of Q1 2026.
  • Atria Investments sold 5,815 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.15M.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of Atria Investments's portfolio in Q1 2026, its #423 holding.
  • Atria Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 48 quarters since.
  • Atria Investments's Invesco S&P 500 Equal Weight ETF position peaked at $19.7M in Q3 2018.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.