Crescent Grove Advisors
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Crescent Grove Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Crescent Grove 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
Q3 		$3.07M Buy
14,759
+654
+5% +$141K 0.26% 79
2026
Q2 		$3M Buy
14,105
+837
+6% +$171K 0.25% 77
2026
Q1 		$2.55M Buy
13,268
+8,585
+183% +$1.7M 0.25% 77
2025
Q4 		$897K Buy
4,683
+125
+3% +$23.7K 0.08% 135
2025
Q3 		$865K Hold
4,558
– – 0.08% 129
2025
Q2 		$828K Buy
4,558
+1,550
+52% +$268K 0.08% 127
2025
Q1 		$521K Buy
3,008
+88
+3% +$15.6K 0.05% 153
2024
Q4 		$512K Buy
+2,920
New +$528K 0.05% 158

Other funds holding RSP

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Picton Mahoney Asset Management
Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

Crescent Grove Advisors's RSP Position: Q3 2026 in Review

Crescent Grove Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.6% in Q3 2026, buying an estimated $141K and bringing the position to 14,759 shares worth $3.07M. The position accounts for 0.26% of the portfolio, ranked #79.

Crescent Grove Advisors first reported a position in RSP in Q4 2024 and has held it in 8 quarters since. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Crescent Grove Advisors held 14,759 shares of Invesco S&P 500 Equal Weight ETF worth $3.07M as of Q3 2026.
  • Crescent Grove Advisors bought 654 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $141K.
  • Invesco S&P 500 Equal Weight ETF made up 0.26% of Crescent Grove Advisors's portfolio in Q3 2026, its #79 holding.
  • Crescent Grove Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 8 quarters since.
  • 1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.