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Chesley Taft & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Chesley Taft & Associates’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 		$1.01M Sell
4,746
-14
-0.3% -$2.87K 0.04% 223
2026
Q1 		$914K Buy
4,760
+1,613
+51% +$320K 0.04% 227
2025
Q4 		$603K Buy
+3,147
New +$597K 0.02% 265

Other funds holding RSP

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chesley Taft & Associates's RSP Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.29% in Q2 2026, selling an estimated $2.87K and leaving 4,746 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #223.

Chesley Taft & Associates first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. 1,083 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Chesley Taft & Associates held 4,746 shares of Invesco S&P 500 Equal Weight ETF worth $1.01M as of Q2 2026.
  • Chesley Taft & Associates sold 14 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.87K.
  • Invesco S&P 500 Equal Weight ETF made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #223 holding.
  • Chesley Taft & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,083 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.