CSPIA
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Cary Street Partners Investment Advisory’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Cary Street Partners Investment Advisory’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
Q2 		$315K Buy
1,482
+410
+38% +$83.9K 0.06% 287
2026
Q1 		$206K Buy
1,072
+90
+9% +$17.8K 0.05% 343
2025
Q4 		$188K Buy
982
+51
+5% +$9.68K 0.05% 339
2025
Q3 		$177K Buy
931
+307
+49% +$57.2K 0.07% 291
2025
Q2 		$113K Buy
624
+18
+3% +$3.11K 0.05% 314
2025
Q1 		$105K Buy
606
+259
+75% +$46.1K 0.06% 291
2024
Q4 		$60.8K Sell
347
-56,028
-99% -$10.1M 0.04% 300
2024
Q3 		$10.1M Buy
56,375
+6,021
+12% +$1.03M 0.37% 67
2024
Q2 		$8.27M Buy
50,354
+363
+0.7% +$59.7K 0.33% 78
2024
Q1 		$8.47M Buy
49,991
+2,428
+5% +$390K 0.36% 76
2023
Q4 		$7.51M Buy
47,563
+3,101
+7% +$450K 0.36% 76
2023
Q3 		$6.3M Buy
44,462
+14,688
+49% +$2.19M 0.34% 75
2023
Q2 		$4.46M Buy
29,774
+6,444
+28% +$928K 0.29% 96
2023
Q1 		$3.37M Buy
23,330
+1,681
+8% +$246K 0.24% 109
2022
Q4 		$3.06M Buy
21,649
+110
+0.5% +$15.4K 0.23% 117
2022
Q3 		$2.74M Buy
21,539
+1,524
+8% +$215K 0.23% 116
2022
Q2 		$2.69M Buy
20,015
+14,550
+266% +$2.13M 0.23% 112
2022
Q1 		$862K Buy
5,465
+2,541
+87% +$396K 0.24% 114
2021
Q4 		$476K Buy
2,924
+80
+3% +$12.6K 0.13% 159
2021
Q3 		$426K Buy
2,844
+23
+0.8% +$3.52K 0.14% 150
2021
Q2 		$425K Buy
2,821
+968
+52% +$144K 0.14% 152
2021
Q1 		$262K Buy
+1,853
New +$250K 0.11% 175
2020
Q4 		– Sell
-2,812
Closed -$304K – 755
2020
Q3 		$304K Buy
+2,812
New +$303K 0.06% 225
2020
Q1 		– Sell
-3,712
Closed -$430K – 114
2019
Q4 		$430K Buy
+3,712
New +$412K 0.47% 59
2018
Q4 		$689K Buy
+7,543
New +$747K 0.67% 27

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cary Street Partners Investment Advisory's RSP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 38% in Q2 2026, buying an estimated $83.9K and bringing the position to 1,482 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #287.

Cary Street Partners Investment Advisory first reported a position in RSP in Q4 2018 and has held it in 25 quarters since. The position peaked at $10.1M in Q3 2024. 1,805 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 1,482 shares of Invesco S&P 500 Equal Weight ETF worth $315K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 410 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $83.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #287 holding.
  • Cary Street Partners Investment Advisory first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 25 quarters since.
  • Cary Street Partners Investment Advisory's Invesco S&P 500 Equal Weight ETF position peaked at $10.1M in Q3 2024.
  • 1,805 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.