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

Cresset 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
2026 Q2	$191K	Sell	900 -100	-10%	-$20.5K	﹤0.01%	1595
2026 Q1	$6.92K	Buy	1,000 +400	+67%	+$79.3K	﹤0.01%	1618
2025 Q4	$115K	Buy	600 +100	+20%	+$19K	﹤0.01%	1568
2025 Q3	$94.8K	Buy	+500	New	+$93.2K	﹤0.01%	1501
2025 Q1	–	Hold	0	–	-$210K	–	1843
2024 Q4	–	Hold	0	–	–	–	1540
2024 Q3	–	Sell	-700	Closed	-$115K	–	2236
2024 Q2	$115K	Buy	+700	New	+$115K	﹤0.01%	1942

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cresset Asset Management's RSP Position: Q2 2026 in Review

Cresset Asset Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.8% in Q2 2026, selling an estimated $16.5M and leaving 4,393,141 shares worth $935M. The position accounts for 3.38% of the portfolio, ranked #4.

Cresset Asset Management first reported a position in RSP in Q4 2018 and has held it in 30 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Cresset Asset Management held 4,393,141 shares of Invesco S&P 500 Equal Weight ETF worth $935M as of Q2 2026.
Cresset Asset Management sold 80,473 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $16.5M.
Invesco S&P 500 Equal Weight ETF made up 3.38% of Cresset Asset Management's portfolio in Q2 2026, its #4 holding.
Cresset Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 30 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.