Charter Research & Investment Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Charter Research & Investment Group’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	$1.25M	Sell	6,507 -40	-0.6%	-$7.93K	0.83%	34
2025 Q4	$1.25M	Buy	6,547 +725	+12%	+$138K	0.84%	33
2025 Q3	$1.1M	Buy	5,822 +761	+15%	+$142K	0.77%	36
2025 Q2	$920K	Buy	5,061 +733	+17%	+$127K	0.69%	41
2025 Q1	$750K	Buy	4,328 +604	+16%	+$107K	0.57%	44
2024 Q4	$653K	Hold	3,724	–	–	0.5%	50
2024 Q3	$667K	Buy	3,724 +116	+3%	+$19.8K	0.49%	49
2024 Q2	$593K	Buy	3,608 +112	+3%	+$18.4K	0.47%	53
2024 Q1	$592K	Buy	3,496 +2,120	+154%	+$340K	0.47%	51
2023 Q4	$217K	Buy	+1,376	New	+$200K	0.18%	78

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

Charter Research & Investment Group's RSP Position: Q1 2026 in Review

Charter Research & Investment Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.61% in Q1 2026, selling an estimated $7.93K and leaving 6,507 shares worth $1.25M. The position accounts for 0.83% of the portfolio, ranked #34.

Charter Research & Investment Group first reported a position in RSP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.25M in Q4 2025. 2,219 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Charter Research & Investment Group held 6,507 shares of Invesco S&P 500 Equal Weight ETF worth $1.25M as of Q1 2026.
Charter Research & Investment Group sold 40 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $7.93K.
Invesco S&P 500 Equal Weight ETF made up 0.83% of Charter Research & Investment Group's portfolio in Q1 2026, its #34 holding.
Charter Research & Investment Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 10 quarters since.
Charter Research & Investment Group's Invesco S&P 500 Equal Weight ETF position peaked at $1.25M in Q4 2025.
2,219 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.