Banta Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Banta Asset 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 Q1	$2.32M	Buy	12,075 +3,440	+40%	+$682K	2.33%	9
2025 Q4	$1.65M	Buy	+8,635	New	+$1.64M	1.51%	10

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Banta Asset Management's RSP Position: Q1 2026 in Review

Banta Asset Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 40% in Q1 2026, buying an estimated $682K and bringing the position to 12,075 shares worth $2.32M. The position accounts for 2.33% of the portfolio, ranked #9.

Banta Asset Management first reported a position in RSP in Q4 2025 and has held it in 2 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Banta Asset Management held 12,075 shares of Invesco S&P 500 Equal Weight ETF worth $2.32M as of Q1 2026.
Banta Asset Management bought 3,440 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $682K.
Invesco S&P 500 Equal Weight ETF made up 2.33% of Banta Asset Management's portfolio in Q1 2026, its #9 holding.
Banta Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 2 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Banta Asset Management's 13F filing for Q1 2026, filed 7 May 2026.