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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Crescent Grove Advisors's RSP Position: Q1 2026 in Review

Crescent Grove Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 183% in Q1 2026, buying an estimated $1.7M and bringing the position to 13,268 shares worth $2.55M. 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 6 quarters since. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Crescent Grove Advisors held 13,268 shares of Invesco S&P 500 Equal Weight ETF worth $2.55M as of Q1 2026.
  • Crescent Grove Advisors bought 8,585 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.7M.
  • Invesco S&P 500 Equal Weight ETF made up 0.25% of Crescent Grove Advisors's portfolio in Q1 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 6 quarters since.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.