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Bristlecone Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bristlecone Advisors’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
Q3 		– Sell
-797
Closed -$145K – 283
2025
Q2 		$145K Hold
797
– – 0.01% 227
2025
Q1 		$138K Buy
797
+615
+338% +$109K 0.01% 283
2024
Q4 		$31.9K Hold
182
– – ﹤0.01% 321
2024
Q3 		$32.6K Buy
+182
New +$31.1K ﹤0.01% 326
2023
Q2 		– Sell
-191
Closed -$27.6K – 323
2023
Q1 		$27.6K Buy
+191
New +$28K ﹤0.01% 310

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Bristlecone Advisors's RSP Position: Q3 2025 in Review

Bristlecone Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 797 shares — an estimated $145K sold.

Bristlecone Advisors first reported a position in RSP in Q1 2023 and held it in 5 quarters. The position peaked at $145K in Q2 2025. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Bristlecone Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Bristlecone Advisors sold 797 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $145K.
  • Bristlecone Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2023 and held it in 5 quarters.
  • Bristlecone Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $145K in Q2 2025.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.