Congress Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Congress Wealth Management’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 Q2	$130M	Buy	715,904 +36,378	+5%	+$6.28M	1.26%	7
2025 Q1	$118M	Buy	679,526 +6,485	+1%	+$1.15M	1.41%	6
2024 Q4	$118M	Buy	673,041 +5,497	+0.8%	+$994K	1.62%	5
2024 Q3	$120M	Buy	667,544 +663,373	+15,904%	+$113M	1.59%	6
2024 Q2	$685K	Buy	+4,171	New	+$686K	0.01%	488
2023 Q4	–	Sell	-1,421	Closed	-$201K	–	660
2023 Q3	$201K	Hold	1,421	–	–	﹤0.01%	586
2023 Q2	$213K	Hold	1,421	–	–	﹤0.01%	531
2023 Q1	$206K	Sell	1,421 -307	-18%	-$45K	0.01%	539
2022 Q4	$244K	Buy	+1,728	New	+$242K	0.01%	511
2022 Q2	–	Sell	-1,382	Closed	-$218K	–	606
2022 Q1	$218K	Sell	1,382 -538	-28%	-$83.9K	﹤0.01%	565
2021 Q4	$312K	Buy	+1,920	New	+$303K	0.01%	528

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Wealth Management's RSP Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.4% in Q2 2025, buying an estimated $6.28M and bringing the position to 715,904 shares worth $130M. The position accounts for 1.26% of the portfolio, ranked #7.

Congress Wealth Management first reported a position in RSP in Q4 2021 and has held it in 11 quarters since. 1,953 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Congress Wealth Management held 715,904 shares of Invesco S&P 500 Equal Weight ETF worth $130M as of Q2 2025.
Congress Wealth Management bought 36,378 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $6.28M.
Invesco S&P 500 Equal Weight ETF made up 1.26% of Congress Wealth Management's portfolio in Q2 2025, its #7 holding.
Congress Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 11 quarters since.
1,953 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.