Cerity Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $597M | Buy |
2,804,149
+422,714
| +18% | +$86.5M | 0.72% | 21 |
|
|
2026
Q1 | $457M | Buy |
2,381,435
+417,957
| +21% | +$82.8M | 0.65% | 23 |
|
|
2025
Q4 | $376M | Buy |
1,963,478
+207,096
| +12% | +$39.3M | 0.55% | 29 |
|
|
2025
Q3 | $333M | Buy |
1,756,382
+54,925
| +3% | +$10.2M | 0.54% | 28 |
|
|
2025
Q2 | $309M | Buy |
1,701,457
+329,842
| +24% | +$56.9M | 0.55% | 28 |
|
|
2025
Q1 | $238M | Buy |
1,371,615
+170,599
| +14% | +$30.3M | 0.48% | 37 |
|
|
2024
Q4 | $210M | Buy |
1,201,016
+310,201
| +35% | +$56.1M | 0.46% | 39 |
|
|
2024
Q3 | $160M | Buy |
890,815
+124,590
| +16% | +$21.3M | 0.35% | 57 |
|
|
2024
Q2 | $126M | Buy |
766,225
+74,429
| +11% | +$12.2M | 0.33% | 60 |
|
|
2024
Q1 | $117M | Buy |
691,796
+442,878
| +178% | +$71.1M | 0.31% | 65 |
|
|
2023
Q4 | $39.3M | Sell |
248,918
-235,954
| -49% | -$34.3M | 0.13% | 153 |
|
|
2023
Q3 | $68.7M | Buy |
484,872
+330,435
| +214% | +$49.4M | 0.33% | 80 |
|
|
2023
Q2 | $23.1M | Buy |
154,437
+107,408
| +228% | +$15.5M | 0.09% | 204 |
|
|
2023
Q1 | $6.8M | Buy |
47,029
+4,592
| +11% | +$672K | 0.02% | 434 |
|
|
2022
Q4 | $5.99M | Buy |
42,437
+28,613
| +207% | +$4M | 0.04% | 333 |
|
|
2022
Q3 | $1.76M | Sell |
13,824
-10,398
| -43% | -$1.47M | 0.02% | 393 |
|
|
2022
Q2 | $3.25M | Sell |
24,222
-370
| -2% | -$54.1K | 0.04% | 316 |
|
|
2022
Q1 | $3.51M | Buy |
24,592
+9,717
| +65% | +$1.52M | 0.05% | 236 |
|
|
2021
Q4 | $2.42M | Buy |
14,875
+12,732
| +594% | +$2.01M | 0.04% | 291 |
|
|
2021
Q3 | $321K | Hold |
2,143
| – | – | 0.01% | 550 |
|
|
2021
Q2 | $323K | Sell |
2,143
-34
| -2% | -$5.06K | 0.01% | 558 |
|
|
2021
Q1 | $308K | Buy |
+2,177
| New | +$294K | 0.01% | 552 |
|
|
2020
Q1 | – | Sell |
-98,594
| Closed | -$11.4M | – | 505 |
|
|
2019
Q4 | $11.4M | Buy |
98,594
+1,723
| +2% | +$191K | 0.58% | 30 |
|
|
2019
Q3 | $10.5M | Buy |
96,871
+23,722
| +32% | +$2.55M | 0.61% | 35 |
|
|
2019
Q2 | $7.88M | Buy |
73,149
+13,817
| +23% | +$1.46M | 0.5% | 46 |
|
|
2019
Q1 | $6.2M | Buy |
59,332
+8,329
| +16% | +$840K | 0.42% | 47 |
|
|
2018
Q4 | $4.66M | Buy |
51,003
+44,299
| +661% | +$4.39M | 0.31% | 71 |
|
|
2018
Q3 | $716K | Buy |
6,704
+1,500
| +29% | +$159K | 0.05% | 288 |
|
|
2018
Q2 | $530K | Buy |
+5,204
| New | +$527K | 0.04% | 323 |
|
|
2018
Q1 | – | Sell |
-2,427
| Closed | -$245K | – | 572 |
|
|
2017
Q4 | $245K | Hold |
2,427
| – | – | 0.02% | 491 |
|
|
2017
Q3 | $232K | Buy |
+2,427
| New | +$227K | 0.02% | 500 |
|
|
2017
Q2 | – | Sell |
-2,427
| Closed | -$220K | – | 422 |
|
|
2017
Q1 | $220K | Buy |
+2,427
| New | +$218K | 0.02% | 403 |
|
Other funds holding RSP
CAM
TPSF
Cerity Partners's RSP Position: Q2 2026 in Review
Cerity Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 18% in Q2 2026, buying an estimated $86.5M and bringing the position to 2,804,149 shares worth $597M. The position accounts for 0.72% of the portfolio, ranked #21.
Cerity Partners first reported a position in RSP in Q1 2017 and has held it in 32 quarters since. 2,123 funds tracked by Wall St. Rank hold RSP as of Q2 2026.
- Cerity Partners held 2,804,149 shares of Invesco S&P 500 Equal Weight ETF worth $597M as of Q2 2026.
- Cerity Partners bought 422,714 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $86.5M.
- Invesco S&P 500 Equal Weight ETF made up 0.72% of Cerity Partners's portfolio in Q2 2026, its #21 holding.
- Cerity Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2017 and has held it in 32 quarters since.
- 2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.