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

Atticus 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	$886K	Buy	4,260 +2,077	+95%	+$449K	0.2%	74
2026 Q2	$464K	Sell	2,183 -6,275	-74%	-$1.28M	0.11%	115
2026 Q1	$1.62M	Sell	8,458 -485	-5%	-$96.1K	0.44%	42
2025 Q4	$1.71M	Buy	8,943 +1,052	+13%	+$200K	0.42%	46
2025 Q3	$1.5M	Buy	7,891 +3,351	+74%	+$624K	0.38%	46
2025 Q2	$825K	Buy	4,540 +2,950	+186%	+$509K	0.22%	61
2025 Q1	$275K	Sell	1,590 -60	-4%	-$10.7K	0.09%	102
2024 Q4	$289K	Buy	1,650 +4	+0.2%	+$723	0.09%	94
2024 Q3	$295K	Buy	1,646 +5	+0.3%	+$854	0.09%	97
2024 Q2	$270K	Sell	1,641 -1,049	-39%	-$173K	0.09%	98
2024 Q1	$456K	Buy	2,690 +9	+0.3%	+$1.44K	0.15%	71
2023 Q4	$423K	Sell	2,681 -3,148	-54%	-$457K	0.15%	79
2023 Q3	$826K	Buy	5,829 +524	+10%	+$78.3K	0.32%	44
2023 Q2	$794K	Sell	5,305 -1,939	-27%	-$279K	0.29%	46
2023 Q1	$1.05M	Buy	7,244 +32	+0.4%	+$4.69K	0.4%	40
2022 Q4	$1.02M	Buy	7,212 +6,452	+849%	+$902K	0.42%	43
2022 Q3	$102K	Hold	760	–	–	0.05%	162
2022 Q2	$102K	Buy	760 +1	+0.1%	+$146	0.04%	181
2022 Q1	$120K	Hold	759	–	–	0.04%	184
2021 Q4	$123K	Buy	759 +1	+0.1%	+$158	0.05%	151
2021 Q3	$114K	Hold	758	–	–	0.05%	149
2021 Q2	$114K	Buy	758 +1	+0.1%	+$149	0.05%	154
2021 Q1	$107K	Sell	757 -380	-33%	-$51.3K	0.05%	151
2020 Q4	$145K	Buy	1,137 +1	+0.1%	+$119	0.07%	130
2020 Q3	$123K	Buy	1,136 +169	+17%	+$18.2K	0.07%	118
2020 Q2	$98K	Sell	967 -606	-39%	-$58.4K	0.06%	132
2020 Q1	$132K	Sell	1,573 -311	-17%	-$33K	0.11%	99
2019 Q4	$218K	Buy	+1,884	New	+$209K	0.14%	83

Other funds holding RSP

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Atticus Wealth Management's RSP Position: Q3 2026 in Review

Atticus Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 95% in Q3 2026, buying an estimated $449K and bringing the position to 4,260 shares worth $886K. The position accounts for 0.2% of the portfolio, ranked #74.

Atticus Wealth Management first reported a position in RSP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.71M in Q4 2025. 1,348 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

Atticus Wealth Management held 4,260 shares of Invesco S&P 500 Equal Weight ETF worth $886K as of Q3 2026.
Atticus Wealth Management bought 2,077 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $449K.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Atticus Wealth Management's portfolio in Q3 2026, its #74 holding.
Atticus Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 28 quarters since.
Atticus Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.71M in Q4 2025.
1,348 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

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