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Bender Robert & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bender Robert & Associates’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
2025
Q4 		– Sell
-1,274
Closed -$242K – 45
2025
Q3 		$242K Hold
1,274
– – 0.05% 41
2025
Q2 		$232K Buy
+1,274
New +$220K 0.05% 39

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Bender Robert & Associates's RSP Position: Q4 2025 in Review

Bender Robert & Associates sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2025, closing a stake of 1,274 shares — an estimated $242K sold.

Bender Robert & Associates first reported a position in RSP in Q2 2025 and held it in 2 quarters. The position peaked at $242K in Q3 2025. 2,124 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

  • Bender Robert & Associates reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2025 after selling out during the quarter.
  • Bender Robert & Associates sold 1,274 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $242K.
  • Bender Robert & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and held it in 2 quarters.
  • Bender Robert & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $242K in Q3 2025.
  • 2,124 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Bender Robert & Associates's 13F filing for Q4 2025, filed 29 Jan 2026.