Autumn Glory Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Autumn Glory Partners’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	$1.16M	Hold	5,471	–	–	0.33%	78
2026 Q1	$1.05M	Sell	5,471 -108	-2%	-$21.4K	0.39%	68
2025 Q4	$1.07M	Hold	5,579	–	–	0.37%	76
2025 Q3	$1.06M	Hold	5,579	–	–	0.43%	67
2025 Q2	$1.01M	Hold	5,579	–	–	0.47%	58
2025 Q1	$966K	Hold	5,579	–	–	0.48%	60
2024 Q4	$978K	Buy	5,579 +220	+4%	+$39.8K	0.48%	63
2024 Q3	$960K	Hold	5,359	–	–	0.37%	75
2024 Q2	$880K	Sell	5,359 -108	-2%	-$17.8K	0.45%	64
2024 Q1	$926K	Hold	5,467	–	–	0.45%	65
2023 Q4	$849K	Sell	5,467 -862	-14%	-$125K	0.48%	64
2023 Q3	$897K	Buy	6,329 +1,117	+21%	+$167K	0.55%	58
2023 Q2	$780K	Sell	5,212 -872	-14%	-$126K	0.57%	55
2023 Q1	$880K	Hold	6,084	–	–	0.75%	39
2022 Q4	$859K	Hold	6,084	–	–	0.46%	68
2022 Q3	$774K	Hold	6,084	–	–	0.52%	64
2022 Q2	$817K	Hold	6,084	–	–	0.6%	49
2022 Q1	$960K	Hold	6,084	–	–	0.56%	67
2021 Q4	$990K	Buy	+6,084	New	+$961K	0.41%	66

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Autumn Glory Partners's RSP Position: Q2 2026 in Review

Autumn Glory Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 5,471 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #78.

Autumn Glory Partners first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Autumn Glory Partners held 5,471 shares of Invesco S&P 500 Equal Weight ETF worth $1.16M as of Q2 2026.
Autumn Glory Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.33% of Autumn Glory Partners's portfolio in Q2 2026, its #78 holding.
Autumn Glory Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.