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

Claro 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 Q1	$611K	Buy	+3,182	New	+$631K	0.07%	203
2025 Q2	–	Sell	-4,322	Closed	-$749K	–	487
2025 Q1	$749K	Buy	+4,322	New	+$769K	0.1%	181
2024 Q1	–	Sell	-7,894	Closed	-$1.25M	–	432
2023 Q4	$1.25M	Buy	7,894 +2,674	+51%	+$388K	0.27%	79
2023 Q3	$740K	Buy	+5,220	New	+$780K	0.18%	130
2020 Q1	–	Sell	-2,639	Closed	-$305K	–	184
2019 Q4	$305K	Buy	2,639 +10	+0.4%	+$1.11K	0.23%	116
2019 Q3	$284K	Buy	2,629 +201	+8%	+$21.6K	0.25%	122
2019 Q2	$262K	Buy	2,428 +9	+0.4%	+$953	0.24%	124
2019 Q1	$253K	Buy	2,419 +558	+30%	+$56.3K	0.25%	122
2018 Q4	$199K	Buy	+1,861	New	+$184K	0.16%	134

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

Claro Advisors's RSP Position: Q1 2026 in Review

Claro Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 3,182 shares worth $611K. The stake represents 0.07% of the portfolio and ranks #203 among its holdings. This is a return to the name: Claro Advisors previously reported a position in RSP as recently as Q1 2025.

Claro Advisors first reported a position in RSP in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.25M in Q4 2023. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Claro Advisors held 3,182 shares of Invesco S&P 500 Equal Weight ETF worth $611K as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Claro Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.07% of Claro Advisors's portfolio in Q1 2026, its #203 holding.
Claro Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 9 quarters since.
Claro Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.25M in Q4 2023.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.