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

Cary Street 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 Q2	$25.5M	Buy	119,811 +11,649	+11%	+$2.38M	0.56%	39
2026 Q1	$20.8M	Buy	108,162 +6,840	+7%	+$1.36M	0.51%	43
2025 Q4	$19.4M	Buy	101,322 +2,624	+3%	+$498K	0.48%	46
2025 Q3	$18.7M	Buy	98,698 +403	+0.4%	+$75.1K	0.49%	43
2025 Q2	$17.9M	Sell	98,295 -2,262	-2%	-$390K	0.5%	44
2025 Q1	$17.4M	Buy	100,557 +13,926	+16%	+$2.48M	0.55%	44
2024 Q4	$15.2M	Buy	+86,631	New	+$15.7M	0.49%	51

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Cary Street Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, buying an estimated $2.38M and bringing the position to 119,811 shares worth $25.5M. The position accounts for 0.56% of the portfolio, ranked #39.

Cary Street Partners first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cary Street Partners held 119,811 shares of Invesco S&P 500 Equal Weight ETF worth $25.5M as of Q2 2026.
Cary Street Partners bought 11,649 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.38M.
Invesco S&P 500 Equal Weight ETF made up 0.56% of Cary Street Partners's portfolio in Q2 2026, its #39 holding.
Cary Street Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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