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

CM Wealth 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	$10.6M	Buy	54,984 +485	+0.9%	+$96.1K	2.25%	10
2025 Q4	$10.4M	Buy	54,499 +2,274	+4%	+$432K	2.36%	11
2025 Q3	$9.91M	Sell	52,225 -2,923	-5%	-$545K	2.61%	10
2025 Q2	$10M	Buy	55,148 +12,440	+29%	+$2.15M	2.95%	10
2025 Q1	$7.4M	Buy	42,708 +10,926	+34%	+$1.94M	2.37%	11
2024 Q4	$5.57M	Buy	31,782 +4,777	+18%	+$864K	1.82%	13
2024 Q3	$4.84M	Buy	+27,005	New	+$4.61M	1.57%	11
2024 Q2	–	Sell	-24,294	Closed	-$4M	–	157
2024 Q1	$4M	Buy	24,294 +262	+1%	+$42.1K	1.14%	14
2023 Q4	$3.79M	Buy	+24,032	New	+$3.49M	1.63%	11
2023 Q3	–	Sell	-18,564	Closed	-$2.87M	–	153
2023 Q2	$2.87M	Buy	18,564 +2,523	+16%	+$363K	0.94%	14
2023 Q1	$2.27M	Hold	16,041	–	–	0.44%	44
2022 Q4	$2.27M	Hold	16,041	–	–	1.16%	11
2022 Q3	$2.04B	Hold	16,041	–	–	1.13%	11
2022 Q2	$2.15M	Buy	+16,041	New	+$2.35M	1.32%	12

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 $2.7B AUM 6.73% 1-Year Est. Return

CM Wealth Advisors's RSP Position: Q1 2026 in Review

CM Wealth Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.89% in Q1 2026, buying an estimated $96.1K and bringing the position to 54,984 shares worth $10.6M. The position accounts for 2.25% of the portfolio, ranked #10.

CM Wealth Advisors first reported a position in RSP in Q2 2022 and has held it in 14 quarters since. The position peaked at $2.04B in Q3 2022. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

CM Wealth Advisors held 54,984 shares of Invesco S&P 500 Equal Weight ETF worth $10.6M as of Q1 2026.
CM Wealth Advisors bought 485 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $96.1K.
Invesco S&P 500 Equal Weight ETF made up 2.25% of CM Wealth Advisors's portfolio in Q1 2026, its #10 holding.
CM Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 14 quarters since.
CM Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.04B in Q3 2022.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.