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

Atria Wealth Solutions’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
2025 Q2	$2.24M	Sell	12,262 -74,401	-86%	-$12.8M	0.05%	388
2025 Q1	$15M	Buy	86,663 +1,151	+1%	+$205K	0.18%	123
2024 Q4	$15M	Buy	85,512 +1,942	+2%	+$351K	0.16%	130
2024 Q3	$15M	Sell	83,570 -4,620	-5%	-$789K	0.16%	130
2024 Q2	$14.5M	Sell	88,190 -20,020	-19%	-$3.29M	0.16%	131
2024 Q1	$18.3M	Buy	108,210 +24,281	+29%	+$3.9M	0.21%	101
2023 Q4	$13.2M	Sell	83,929 -4,058	-5%	-$590K	0.17%	131
2023 Q3	$12.5M	Buy	87,987 +8,010	+10%	+$1.2M	0.17%	127
2023 Q2	$12M	Sell	79,977 -6,411	-7%	-$924K	0.16%	132
2023 Q1	$12.5M	Buy	86,388 +8,802	+11%	+$1.29M	0.18%	121
2022 Q4	$11M	Buy	77,586 +848	+1%	+$119K	0.18%	132
2022 Q3	$9.77M	Sell	76,738 -2,828	-4%	-$399K	0.17%	127
2022 Q2	$10.7M	Sell	79,566 -723	-0.9%	-$106K	0.2%	112
2022 Q1	$12.7M	Buy	+80,289	New	+$12.5M	0.21%	102

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's RSP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 86% in Q2 2025, selling an estimated $12.8M and leaving 12,262 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #388.

Atria Wealth Solutions first reported a position in RSP in Q1 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q1 2024. 1,953 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Atria Wealth Solutions held 12,262 shares of Invesco S&P 500 Equal Weight ETF worth $2.24M as of Q2 2025.
Atria Wealth Solutions sold 74,401 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $12.8M.
Invesco S&P 500 Equal Weight ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #388 holding.
Atria Wealth Solutions first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Invesco S&P 500 Equal Weight ETF position peaked at $18.3M in Q1 2024.
1,953 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.