Badgley Phelps Wealth Managers’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Badgley Phelps Wealth Managers’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	$40.5M	Buy	190,488 +16,003	+9%	+$3.27M	0.71%	36
2026 Q1	$33.5M	Buy	174,485 +4,138	+2%	+$820K	0.67%	37
2025 Q4	$32.6M	Sell	170,347 -5,042	-3%	-$957K	0.6%	42
2025 Q3	$33.3M	Buy	175,389 +2,883	+2%	+$537K	0.7%	37
2025 Q2	$31.4M	Buy	172,506 +113,196	+191%	+$19.5M	0.69%	40
2025 Q1	$10.3M	Buy	+59,310	New	+$10.5M	0.25%	107
2023 Q1	–	Sell	-87,837	Closed	-$12.4M	–	217
2022 Q4	$12.4M	Sell	87,837 -11,650	-12%	-$1.63M	0.5%	69
2022 Q3	$12.7M	Buy	99,487 +3,367	+4%	+$475K	0.54%	62
2022 Q2	$12.9M	Buy	96,120 +936	+1%	+$137K	0.53%	64
2022 Q1	$15M	Buy	+95,184	New	+$14.8M	0.52%	65

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

Badgley Phelps Wealth Managers's RSP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.2% in Q2 2026, buying an estimated $3.27M and bringing the position to 190,488 shares worth $40.5M. The position accounts for 0.71% of the portfolio, ranked #36.

Badgley Phelps Wealth Managers first reported a position in RSP in Q1 2022 and has held it in 10 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Badgley Phelps Wealth Managers held 190,488 shares of Invesco S&P 500 Equal Weight ETF worth $40.5M as of Q2 2026.
Badgley Phelps Wealth Managers bought 16,003 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.27M.
Invesco S&P 500 Equal Weight ETF made up 0.71% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #36 holding.
Badgley Phelps Wealth Managers first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 10 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.