Blue Chip Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Blue Chip Partners’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	$1.43M	Sell	7,452 -375	-5%	-$74.3K	0.1%	72
2025 Q4	$1.5M	Buy	7,827 +219	+3%	+$41.6K	0.11%	71
2025 Q3	$1.44M	Sell	7,608 -581	-7%	-$108K	0.11%	68
2025 Q2	$1.49M	Sell	8,189 -2,990	-27%	-$516K	0.12%	66
2025 Q1	$1.94M	Sell	11,179 -20,801	-65%	-$3.7M	0.17%	62
2024 Q4	$5.6M	Buy	31,980 +25,012	+359%	+$4.52M	0.48%	45
2024 Q3	$1.25M	Sell	6,968 -2,154	-24%	-$368K	0.11%	72
2024 Q2	$1.5M	Sell	9,122 -782	-8%	-$129K	0.14%	63
2024 Q1	$1.68M	Sell	9,904 -14,484	-59%	-$2.33M	0.16%	58
2023 Q4	$3.85M	Buy	24,388 +11,093	+83%	+$1.61M	0.4%	41
2023 Q3	$1.88M	Sell	13,295 -3,049	-19%	-$455K	0.22%	48
2023 Q2	$2.45M	Sell	16,344 -1,010	-6%	-$145K	0.28%	53
2023 Q1	$2.51M	Sell	17,354 -24,264	-58%	-$3.55M	0.3%	53
2022 Q4	$5.88M	Sell	41,618 -8,033	-16%	-$1.12M	0.73%	39
2022 Q3	$6.32M	Buy	49,651 +35,666	+255%	+$5.03M	0.87%	38
2022 Q2	$1.88M	Buy	13,985 +1,487	+12%	+$218K	0.24%	57
2022 Q1	$1.97M	Sell	12,498 -18,802	-60%	-$2.93M	0.25%	58
2021 Q4	$5.09M	Buy	31,300 +26,499	+552%	+$4.19M	0.64%	37
2021 Q3	$719K	Buy	4,801 +137	+3%	+$21K	0.1%	75
2021 Q2	$703K	Buy	4,664 +13	+0.3%	+$1.94K	0.1%	73
2021 Q1	$659K	Buy	4,651 +21	+0.5%	+$2.83K	0.1%	71
2020 Q4	$590K	Buy	4,630 +17	+0.4%	+$2.02K	0.09%	73
2020 Q3	$499K	Buy	4,613 +21	+0.5%	+$2.27K	0.09%	73
2020 Q2	$467K	Sell	4,592 -76	-2%	-$7.33K	0.09%	71
2020 Q1	$392K	Sell	4,668 -638	-12%	-$67.8K	0.1%	74
2019 Q4	$614K	Buy	5,306 +21	+0.4%	+$2.33K	0.12%	82
2019 Q3	$571K	Buy	5,285 +26	+0.5%	+$2.79K	0.12%	82
2019 Q2	$567K	Buy	5,259 +24	+0.5%	+$2.54K	0.13%	78
2019 Q1	$547K	Sell	5,235 -411	-7%	-$41.5K	0.13%	80
2018 Q4	$516K	Sell	5,646 -61	-1%	-$6.04K	0.13%	87
2018 Q3	$610K	Sell	5,707 -83	-1%	-$8.77K	0.15%	80
2018 Q2	$590K	Buy	5,790 +5	+0.1%	+$507	0.16%	81
2018 Q1	$575K	Buy	5,785 +6	+0.1%	+$614	0.16%	82
2017 Q4	$584K	Buy	5,779 +71	+1%	+$6.97K	0.17%	81
2017 Q3	$545K	Sell	5,708 -101	-2%	-$9.45K	0.18%	86
2017 Q2	$538K	Buy	5,809 +58	+1%	+$5.32K	0.19%	83
2017 Q1	$522K	Buy	5,751 +5	+0.1%	+$449	0.2%	79
2016 Q4	$498K	Buy	5,746 +2	+0%	+$169	0.2%	82
2016 Q3	$480K	Buy	5,744 +5	+0.1%	+$416	0.21%	79
2016 Q2	$461K	Buy	5,739 +3	+0.1%	+$238	0.21%	75
2016 Q1	$450K	Buy	5,736 +6	+0.1%	+$441	0.22%	74
2015 Q4	$439K	Buy	5,730 +6	+0.1%	+$466	0.23%	74
2015 Q3	$421K	Buy	5,724 +5	+0.1%	+$389	0.27%	72
2015 Q2	$456K	Buy	5,719 +5	+0.1%	+$410	0.29%	68
2015 Q1	$463K	Buy	5,714 +5	+0.1%	+$402	0.31%	67
2014 Q4	$457K	Buy	+5,709	New	+$444K	0.32%	64

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

Blue Chip Partners's RSP Position: Q1 2026 in Review

Blue Chip Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.8% in Q1 2026, selling an estimated $74.3K and leaving 7,452 shares worth $1.43M. The position accounts for 0.1% of the portfolio, ranked #72.

Blue Chip Partners first reported a position in RSP in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.32M in Q3 2022. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Blue Chip Partners held 7,452 shares of Invesco S&P 500 Equal Weight ETF worth $1.43M as of Q1 2026.
Blue Chip Partners sold 375 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $74.3K.
Invesco S&P 500 Equal Weight ETF made up 0.1% of Blue Chip Partners's portfolio in Q1 2026, its #72 holding.
Blue Chip Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 46 quarters since.
Blue Chip Partners's Invesco S&P 500 Equal Weight ETF position peaked at $6.32M in Q3 2022.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.