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

Cobblestone Capital 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
2025
Q3 		$252K Hold
1,330
– – 0.01% 274
2025
Q2 		$242K Buy
+1,330
New +$230K 0.01% 273

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cobblestone Capital Advisors's RSP Position: Q3 2025 in Review

Cobblestone Capital Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2025 at 1,330 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #274.

Cobblestone Capital Advisors first reported a position in RSP in Q2 2025 and has held it in 2 quarters since. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Cobblestone Capital Advisors held 1,330 shares of Invesco S&P 500 Equal Weight ETF worth $252K as of Q3 2025.
  • Cobblestone Capital Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2025.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #274 holding.
  • Cobblestone Capital Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2025 and has held it in 2 quarters since.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.