Baird Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Baird Financial Group’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	$65.4M	Buy	307,524 +41,926	+16%	+$8.58M	0.09%	153
2026 Q1	$51M	Sell	265,598 -13,440	-5%	-$2.66M	0.08%	171
2025 Q4	$53.5M	Buy	279,038 +25,580	+10%	+$4.86M	0.08%	170
2025 Q3	$48.1M	Sell	253,458 -7,430	-3%	-$1.38M	0.08%	183
2025 Q2	$47.4M	Buy	260,888 +15,643	+6%	+$2.7M	0.08%	200
2025 Q1	$42.5M	Buy	245,245 +29,739	+14%	+$5.29M	0.08%	202
2024 Q4	$37.8M	Sell	215,506 -454	-0.2%	-$82.1K	0.07%	237
2024 Q3	$38.7M	Sell	215,960 -158,121	-42%	-$27M	0.08%	234
2024 Q2	$61.5M	Sell	374,081 -30,691	-8%	-$5.05M	0.13%	167
2024 Q1	$68.6M	Sell	404,772 -15,134	-4%	-$2.43M	0.14%	160
2023 Q4	$66.3M	Buy	419,906 +12,524	+3%	+$1.82M	0.15%	161
2023 Q3	$57.7M	Sell	407,382 -35,203	-8%	-$5.26M	0.16%	154
2023 Q2	$66.2M	Sell	442,585 -38,545	-8%	-$5.55M	0.17%	139
2023 Q1	$69.6M	Buy	481,130 +62,424	+15%	+$9.14M	0.17%	140
2022 Q4	$59.1M	Buy	418,706 +32,636	+8%	+$4.56M	0.16%	154
2022 Q3	$49.1M	Buy	386,070 +44,153	+13%	+$6.23M	0.14%	174
2022 Q2	$45.9M	Buy	341,917 +7,959	+2%	+$1.16M	0.13%	186
2022 Q1	$52.7M	Buy	333,958 +105,955	+46%	+$16.5M	0.13%	181
2021 Q4	$37.1M	Sell	228,003 -36,597	-14%	-$5.78M	0.09%	218
2021 Q3	$39.6M	Sell	264,600 -31,664	-11%	-$4.85M	0.1%	209
2021 Q2	$44.7M	Buy	296,264 +13,783	+5%	+$2.05M	0.12%	196
2021 Q1	$40M	Buy	282,481 +95,619	+51%	+$12.9M	0.11%	204
2020 Q4	$23.8M	Sell	186,862 -160,094	-46%	-$19M	0.07%	259
2020 Q3	$37.5M	Buy	346,956 +186,890	+117%	+$20.2M	0.13%	189
2020 Q2	$16.3M	Buy	160,066 +58,459	+58%	+$5.64M	0.06%	274
2020 Q1	$8.54M	Sell	101,607 -315,850	-76%	-$33.6M	0.04%	344
2019 Q4	$48.3M	Sell	417,457 -26,966	-6%	-$3M	0.17%	141
2019 Q3	$48M	Sell	444,423 -38,083	-8%	-$4.09M	0.19%	139
2019 Q2	$52M	Buy	482,506 +43,090	+10%	+$4.56M	0.2%	129
2019 Q1	$45.9M	Buy	439,416 +24,540	+6%	+$2.48M	0.27%	114
2018 Q4	$37.9M	Buy	414,876 +103,178	+33%	+$10.2M	0.26%	110
2018 Q3	$33.3M	Sell	311,698 -14,027	-4%	-$1.48M	0.21%	139
2018 Q2	$33.2M	Sell	325,725 -1,795	-0.5%	-$182K	0.23%	129
2018 Q1	$32.6M	Buy	327,520 +9,309	+3%	+$953K	0.23%	130
2017 Q4	$32.1M	Buy	318,211 +3,085	+1%	+$303K	0.23%	131
2017 Q3	$30.1M	Buy	315,126 +55,076	+21%	+$5.15M	0.23%	131
2017 Q2	$24.1M	Sell	260,050 -10,685	-4%	-$980K	0.19%	147
2017 Q1	$24.6M	Sell	270,735 -27,699	-9%	-$2.49M	0.2%	147
2016 Q4	$25.9M	Buy	298,434 +5,064	+2%	+$428K	0.22%	135
2016 Q3	$24.5M	Sell	293,370 -146,687	-33%	-$12.2M	0.22%	132
2016 Q2	$26M	Buy	440,057 +380,986	+645%	+$30.3M	0.24%	126
2016 Q1	$4.64M	Sell	59,071 -61,135	-51%	-$4.49M	0.04%	366
2015 Q4	$9.21M	Sell	120,206 -1,272	-1%	-$98.8K	0.09%	231
2015 Q3	$8.94M	Buy	121,478 +14,471	+14%	+$1.13M	0.1%	219
2015 Q2	$8.54M	Buy	+107,007	New	+$8.77M	0.08%	237

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

Baird Financial Group's RSP Position: Q2 2026 in Review

Baird Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 16% in Q2 2026, buying an estimated $8.58M and bringing the position to 307,524 shares worth $65.4M. The position accounts for 0.09% of the portfolio, ranked #153.

Baird Financial Group first reported a position in RSP in Q2 2015 and has held it in 45 quarters since. The position peaked at $69.6M in Q1 2023. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Baird Financial Group held 307,524 shares of Invesco S&P 500 Equal Weight ETF worth $65.4M as of Q2 2026.
Baird Financial Group bought 41,926 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $8.58M.
Invesco S&P 500 Equal Weight ETF made up 0.09% of Baird Financial Group's portfolio in Q2 2026, its #153 holding.
Baird Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2015 and has held it in 45 quarters since.
Baird Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $69.6M in Q1 2023.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.