Creekmur Asset Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Creekmur Asset 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 Q3	$38.5K	Hold	203	–	–	0.01%	369
2025 Q2	$36.9K	Buy	203 +13	+7%	+$2.24K	0.01%	373
2025 Q1	$32.9K	Hold	190	–	–	0.01%	355
2024 Q4	$33.3K	Hold	190	–	–	0.01%	283
2024 Q3	$34K	Sell	190 -4	-2%	-$683	0.01%	284
2024 Q2	$31.9K	Hold	194	–	–	0.01%	313
2024 Q1	$32.9K	Buy	194 +90	+87%	+$14.5K	0.01%	306
2023 Q4	$16.4K	Buy	+104	New	+$15.1K	0.01%	448

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Creekmur Asset Management's RSP Position: Q3 2025 in Review

Creekmur Asset Management held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2025 at 203 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #369.

Creekmur Asset Management first reported a position in RSP in Q4 2023 and has held it in 8 quarters since. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

Creekmur Asset Management held 203 shares of Invesco S&P 500 Equal Weight ETF worth $38.5K as of Q3 2025.
Creekmur Asset Management 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 Creekmur Asset Management's portfolio in Q3 2025, its #369 holding.
Creekmur Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and has held it in 8 quarters since.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.