Corient Private Wealth
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Corient Private Wealth’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Corient Private Wealth’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 		$84.4M Buy
396,727
+58,956
+17% +$12.1M 0.12% 166
2026
Q1 		$62.3M Sell
337,771
-3,973
-1% -$787K 0.09% 204
2025
Q4 		$65.6M Buy
341,744
+49,460
+17% +$9.39M 0.09% 204
2025
Q3 		$55.4M Sell
292,284
-723,369
-71% -$135M 0.09% 214
2025
Q2 		$184M Buy
1,015,653
+763,825
+303% +$132M 0.25% 73
2025
Q1 		$43.6M Buy
251,828
+116,982
+87% +$20.8M 0.07% 243
2024
Q4 		$21.5M Sell
134,846
-2,729
-2% -$493K 0.04% 382
2024
Q3 		$24.6M Buy
137,575
+20,513
+18% +$3.5M 0.04% 385
2024
Q2 		$19.2M Buy
117,062
+6,124
+6% +$1.01M 0.03% 392
2024
Q1 		$18.8M Buy
110,938
+3,412
+3% +$548K 0.03% 407
2023
Q4 		$17M Buy
107,526
+23,017
+27% +$3.34M 0.03% 418
2023
Q3 		$9.41M Buy
84,509
+35,533
+73% +$5.31M 0.02% 496
2023
Q2 		$7.52M Buy
48,976
+3,147
+7% +$453K 0.02% 528
2023
Q1 		$6.66M Buy
45,829
+7,975
+21% +$1.17M 0.02% 517
2022
Q4 		$5.38M Buy
+37,854
New +$5.29M 0.02% 481

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

Corient Private Wealth's RSP Position: Q2 2026 in Review

Corient Private Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, buying an estimated $12.1M and bringing the position to 396,727 shares worth $84.4M. The position accounts for 0.12% of the portfolio, ranked #166.

Corient Private Wealth first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $184M in Q2 2025. 2,315 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Corient Private Wealth held 396,727 shares of Invesco S&P 500 Equal Weight ETF worth $84.4M as of Q2 2026.
  • Corient Private Wealth bought 58,956 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $12.1M.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Corient Private Wealth's portfolio in Q2 2026, its #166 holding.
  • Corient Private Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $184M in Q2 2025.
  • 2,315 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.