Axiom Investment Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Axiom Investment 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 Q2	$18.5K	Hold	87	–	–	0.01%	302
2026 Q1	$16.7K	Buy	+87	New	+$17.2K	0.01%	286
2022 Q4	–	Sell	-150	Closed	-$19K	–	356
2022 Q3	$19K	Buy	+150	New	+$21.2K	0.04%	229
2022 Q1	–	Sell	-520	Closed	-$84K	–	139
2021 Q4	$84K	Hold	520	–	–	0.08%	120
2021 Q3	$77K	Hold	520	–	–	0.08%	121
2021 Q2	$79K	Hold	520	–	–	0.06%	137
2021 Q1	$73K	Buy	520 +8	+2%	+$1.08K	0.06%	148
2020 Q4	$66	Sell	512 -387	-43%	-$46K	0.06%	118
2020 Q3	$97K	Buy	+899	New	+$97K	0.11%	110
2020 Q1	–	Sell	-899	Closed	-$105K	–	144
2019 Q4	$105K	Sell	899 -3,805	-81%	-$423K	0.15%	110
2019 Q3	$508K	Sell	4,704 -531	-10%	-$57K	0.39%	76
2019 Q2	$564K	Sell	5,235 -50	-0.9%	-$5.29K	0.1%	203
2019 Q1	$549K	Sell	5,285 -895	-14%	-$90.3K	0.1%	200
2018 Q4	$565K	Buy	+6,180	New	+$612K	0.12%	167

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

Axiom Investment Management's RSP Position: Q2 2026 in Review

Axiom Investment Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 87 shares worth $18.5K. The position accounts for 0.01% of the portfolio, ranked #302.

Axiom Investment Management first reported a position in RSP in Q4 2018 and has held it in 14 quarters since. The position peaked at $565K in Q4 2018. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Axiom Investment Management held 87 shares of Invesco S&P 500 Equal Weight ETF worth $18.5K as of Q2 2026.
Axiom Investment Management left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #302 holding.
Axiom Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 14 quarters since.
Axiom Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $565K in Q4 2018.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.