Choate Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Choate Investment Advisors’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	$8.29M	Sell	38,971 -4,235	-10%	-$867K	0.15%	71
2026 Q1	$8.29M	Sell	43,206 -5,437	-11%	-$1.08M	0.16%	66
2025 Q4	$9.32M	Sell	48,643 -10,973	-18%	-$2.08M	0.18%	59
2025 Q3	$11.3M	Sell	59,616 -9,948	-14%	-$1.85M	0.23%	49
2025 Q2	$12.6M	Sell	69,564 -9,906	-12%	-$1.71M	0.27%	48
2025 Q1	$13.8M	Sell	79,470 -88,444	-53%	-$15.7M	0.34%	43
2024 Q4	$29.4M	Sell	167,914 -30,145	-15%	-$5.45M	0.71%	20
2024 Q3	$35.5M	Sell	198,059 -971,955	-83%	-$166M	0.9%	15
2024 Q2	$192M	Sell	1,170,014 -10,248	-0.9%	-$1.69M	5.04%	2
2024 Q1	$200M	Sell	1,180,262 -9,638	-0.8%	-$1.55M	5.38%	2
2023 Q4	$188M	Sell	1,189,900 -804,056	-40%	-$117M	5.81%	2
2023 Q3	$283M	Sell	1,993,956 -17,484	-0.9%	-$2.61M	11.08%	2
2023 Q2	$301M	Buy	2,011,440 +3,697	+0.2%	+$533K	12.58%	2
2023 Q1	$290M	Sell	2,007,743 -297,725	-13%	-$43.6M	14.02%	2
2022 Q4	$326M	Sell	2,305,468 -45,361	-2%	-$6.34M	19.65%	2
2022 Q3	$299M	Sell	2,350,829 -770,593	-25%	-$109M	19.71%	2
2022 Q2	$419M	Buy	3,121,422 +4,779	+0.2%	+$699K	25.44%	1
2022 Q1	$492M	Buy	3,116,643 +1,306,888	+72%	+$204M	26.11%	1
2021 Q4	$295M	Sell	1,809,755 -4,382	-0.2%	-$692K	17.19%	2
2021 Q3	$272M	Sell	1,814,137 -3,276	-0.2%	-$502K	17.34%	2
2021 Q2	$274M	Buy	1,817,413 +1,035,886	+133%	+$154M	16.6%	2
2021 Q1	$111M	Buy	781,527 +31,598	+4%	+$4.26M	6.85%	4
2020 Q4	$95.6M	Buy	749,929 +20,509	+3%	+$2.44M	5.81%	5
2020 Q3	$78.9M	Sell	729,420 -43,454	-6%	-$4.69M	5.11%	5
2020 Q2	$78.6M	Sell	772,874 -121,916	-14%	-$11.8M	5.71%	5
2020 Q1	$75.2M	Buy	894,790 +537,259	+150%	+$57.1M	6%	3
2019 Q4	$41.4M	Buy	357,531 +40,811	+13%	+$4.53M	2.51%	7
2019 Q3	$34.2M	Buy	316,720 +68,857	+28%	+$7.39M	2.12%	10
2019 Q2	$26.7M	Buy	+247,863	New	+$26.2M	1.6%	12

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

Choate Investment Advisors's RSP Position: Q2 2026 in Review

Choate Investment Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 9.8% in Q2 2026, selling an estimated $867K and leaving 38,971 shares worth $8.29M. The position accounts for 0.15% of the portfolio, ranked #71.

Choate Investment Advisors first reported a position in RSP in Q2 2019 and has held it in 29 quarters since. The position peaked at $492M in Q1 2022. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Choate Investment Advisors held 38,971 shares of Invesco S&P 500 Equal Weight ETF worth $8.29M as of Q2 2026.
Choate Investment Advisors sold 4,235 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $867K.
Invesco S&P 500 Equal Weight ETF made up 0.15% of Choate Investment Advisors's portfolio in Q2 2026, its #71 holding.
Choate Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2019 and has held it in 29 quarters since.
Choate Investment Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $492M in Q1 2022.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.