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

Coastal Bridge 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	$9.05M	Buy	42,528 +10,599	+33%	+$2.17M	0.56%	40
2026 Q1	$6.13M	Buy	31,929 +7,390	+30%	+$1.46M	0.43%	55
2025 Q4	$4.7M	Buy	24,539 +2,617	+12%	+$497K	0.35%	68
2025 Q3	$4.16M	Buy	21,922 +599	+3%	+$112K	0.31%	80
2025 Q2	$3.88M	Buy	21,323 +1,499	+8%	+$259K	0.32%	84
2025 Q1	$3.43M	Buy	19,824 +5,776	+41%	+$1.03M	0.31%	84
2024 Q4	$2.46M	Buy	14,048 +2,629	+23%	+$475K	0.62%	40
2024 Q3	$2.05M	Buy	11,419 +8,627	+309%	+$1.47M	0.51%	41
2024 Q2	$459K	Buy	+2,792	New	+$459K	0.11%	97
2020 Q2	–	Sell	-4,985	Closed	-$419K	–	158
2020 Q1	$419K	Sell	4,985 -100	-2%	-$10.6K	0.15%	75
2019 Q4	$588K	Hold	5,085	–	–	0.15%	65
2019 Q3	$550K	Hold	5,085	–	–	0.19%	71
2019 Q2	$548K	Hold	5,085	–	–	0.16%	71
2019 Q1	$531K	Sell	5,085 -1,000	-16%	-$101K	0.19%	69
2018 Q4	$556K	Buy	6,085 +3,400	+127%	+$337K	0.22%	60
2018 Q3	$287K	Hold	2,685	–	–	0.11%	99
2018 Q2	$274K	Hold	2,685	–	–	0.11%	101
2018 Q1	$267K	Hold	2,685	–	–	0.1%	101
2017 Q4	$273K	Buy	+2,685	New	+$264K	0.09%	98

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

Coastal Bridge Advisors's RSP Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 33% in Q2 2026, buying an estimated $2.17M and bringing the position to 42,528 shares worth $9.05M. The position accounts for 0.56% of the portfolio, ranked #40.

Coastal Bridge Advisors first reported a position in RSP in Q4 2017 and has held it in 19 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Coastal Bridge Advisors held 42,528 shares of Invesco S&P 500 Equal Weight ETF worth $9.05M as of Q2 2026.
Coastal Bridge Advisors bought 10,599 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.17M.
Invesco S&P 500 Equal Weight ETF made up 0.56% of Coastal Bridge Advisors's portfolio in Q2 2026, its #40 holding.
Coastal Bridge Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 19 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.