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Atwood & Palmer’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Atwood & Palmer’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 		$6.37M Sell
29,921
-5,302
-15% -$1.09M 0.34% 52
2026
Q1 		$6.76M Sell
35,223
-7,052
-17% -$1.4M 0.38% 52
2025
Q4 		$8.1M Sell
42,275
-502
-1% -$95.3K 0.46% 50
2025
Q3 		$8.11M Buy
42,777
+937
+2% +$175K 0.48% 49
2025
Q2 		$7.6M Sell
41,840
-21
-0.1% -$3.63K 0.48% 49
2025
Q1 		$7.25M Buy
41,861
+7,734
+23% +$1.38M 0.5% 53
2024
Q4 		$5.98M Buy
34,127
+119
+0.3% +$21.5K 0.41% 53
2024
Q3 		$6.09M Buy
34,008
+33,436
+5,845% +$5.71M 0.41% 55
2024
Q2 		$94K Buy
572
+214
+60% +$35.2K 0.01% 184
2024
Q1 		$60.6K Sell
358
-90
-20% -$14.5K ﹤0.01% 207
2023
Q4 		$70.7K Hold
448
– – 0.01% 206
2023
Q3 		$63.5K Sell
448
-50
-10% -$7.47K 0.01% 200
2023
Q2 		$74.5K Hold
498
– – 0.01% 203
2023
Q1 		$72K Sell
498
-90
-15% -$13.2K 0.01% 190
2022
Q4 		$83.1K Sell
588
-5
-0.8% -$699 0.01% 184
2022
Q3 		$75K Buy
593
+91
+18% +$12.8K 0.01% 185
2022
Q2 		$67K Buy
502
+22
+5% +$3.22K 0.01% 191
2022
Q1 		$76K Sell
480
-85
-15% -$13.3K 0.01% 192
2021
Q4 		$92K Hold
565
– – 0.01% 195
2021
Q3 		$85K Hold
565
– – 0.01% 194
2021
Q2 		$85K Hold
565
– – 0.01% 194
2021
Q1 		$80K Buy
565
+90
+19% +$12.1K 0.01% 193
2020
Q4 		$61K Sell
475
-175
-27% -$20.8K 0.01% 201
2020
Q3 		$70K Sell
650
-195
-23% -$21K 0.01% 174
2020
Q2 		$86K Hold
845
– – 0.01% 163
2020
Q1 		$71K Sell
845
-10
-1% -$1.06K 0.01% 164
2019
Q4 		$99K Hold
855
– – 0.01% 159
2019
Q3 		$92K Hold
855
– – 0.01% 165
2019
Q2 		$92K Hold
855
– – 0.01% 156
2019
Q1 		$89K Hold
855
– – 0.01% 156
2018
Q4 		$78K Sell
855
-75
-8% -$7.43K 0.01% 161
2018
Q3 		$99K Sell
930
-50
-5% -$5.28K 0.01% 157
2018
Q2 		$100K Sell
980
-350
-26% -$35.5K 0.01% 154
2018
Q1 		$132K Sell
1,330
-155
-10% -$15.9K 0.02% 140
2017
Q4 		$150K Hold
1,485
– – 0.02% 137
2017
Q3 		$142K Sell
1,485
-175
-11% -$16.4K 0.02% 139
2017
Q2 		$154K Sell
1,660
-50
-3% -$4.58K 0.02% 138
2017
Q1 		$155K Sell
1,710
-100
-6% -$8.97K 0.02% 126
2016
Q4 		$157K Sell
1,810
-75
-4% -$6.33K 0.03% 122
2016
Q3 		$158K Hold
1,885
– – 0.03% 128
2016
Q2 		$151K Sell
1,885
-600
-24% -$47.7K 0.03% 132
2016
Q1 		$195K Sell
2,485
-7,000
-74% -$515K 0.03% 112
2015
Q4 		$727K Buy
9,485
+45
+0.5% +$3.49K 0.14% 78
2015
Q3 		$694K Sell
9,440
-3,700
-28% -$288K 0.14% 78
2015
Q2 		$1.05M Sell
13,140
-2,075
-14% -$170K 0.19% 71
2015
Q1 		$1.23M Sell
15,215
-1,900
-11% -$153K 0.22% 66
2014
Q4 		$1.37M Sell
17,115
-7,415
-30% -$576K 0.26% 55
2014
Q3 		$1.86M Sell
24,530
-525
-2% -$40.3K 0.35% 52
2014
Q2 		$1.92M Sell
25,055
-39,310
-61% -$2.91M 0.51% 48
2014
Q1 		$4.7M Buy
64,365
+850
+1% +$60.6K 1.1% 28
2013
Q4 		$4.53M Sell
63,515
-300
-0.5% -$20.5K 1.12% 27
2013
Q3 		$4.16M Sell
63,815
-2,815
-4% -$182K 1.15% 27
2013
Q2 		$4.08M Buy
+66,630
New +$4.08M 1.1% 30

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Atwood & Palmer's RSP Position: Q2 2026 in Review

Atwood & Palmer reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, selling an estimated $1.09M and leaving 29,921 shares worth $6.37M. The position accounts for 0.34% of the portfolio, ranked #52.

Atwood & Palmer first reported a position in RSP in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.11M in Q3 2025. 781 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Atwood & Palmer held 29,921 shares of Invesco S&P 500 Equal Weight ETF worth $6.37M as of Q2 2026.
  • Atwood & Palmer sold 5,302 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.09M.
  • Invesco S&P 500 Equal Weight ETF made up 0.34% of Atwood & Palmer's portfolio in Q2 2026, its #52 holding.
  • Atwood & Palmer first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 53 quarters since.
  • Atwood & Palmer's Invesco S&P 500 Equal Weight ETF position peaked at $8.11M in Q3 2025.
  • 781 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.