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 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

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

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

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

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

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

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

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

Crescent Grove Advisors's RSP Position: Q2 2026 in Review

Crescent Grove Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.3% in Q2 2026, buying an estimated $171K and bringing the position to 14,105 shares worth $3M. The position accounts for 0.25% of the portfolio, ranked #77.

Crescent Grove Advisors first reported a position in RSP in Q4 2024 and has held it in 7 quarters since. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Crescent Grove Advisors held 14,105 shares of Invesco S&P 500 Equal Weight ETF worth $3M as of Q2 2026.
Crescent Grove Advisors bought 837 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $171K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Crescent Grove Advisors's portfolio in Q2 2026, its #77 holding.
Crescent Grove Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 7 quarters since.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.