Bolthouse Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bolthouse Investments’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	$351K	Sell	1,827 -388	-18%	-$76.9K	0.32%	53
2025 Q4	$424K	Sell	2,215 -1,505	-40%	-$286K	0.38%	48
2025 Q3	$706K	Hold	3,720	–	–	0.64%	31
2025 Q2	$676K	Sell	3,720 -854	-19%	-$147K	0.67%	31
2025 Q1	$792K	Sell	4,574 -42	-0.9%	-$7.47K	0.83%	25
2024 Q4	$809K	Buy	+4,616	New	+$835K	0.75%	26

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 $2.26B AUM 7.02% 1-Year Est. Return

Bolthouse Investments's RSP Position: Q1 2026 in Review

Bolthouse Investments reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q1 2026, selling an estimated $76.9K and leaving 1,827 shares worth $351K. The position accounts for 0.32% of the portfolio, ranked #53.

Bolthouse Investments first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $809K in Q4 2024. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Bolthouse Investments held 1,827 shares of Invesco S&P 500 Equal Weight ETF worth $351K as of Q1 2026.
Bolthouse Investments sold 388 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $76.9K.
Invesco S&P 500 Equal Weight ETF made up 0.32% of Bolthouse Investments's portfolio in Q1 2026, its #53 holding.
Bolthouse Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
Bolthouse Investments's Invesco S&P 500 Equal Weight ETF position peaked at $809K in Q4 2024.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Bolthouse Investments's 13F filing for Q1 2026, filed 28 Apr 2026.