Crestwood Advisors Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Crestwood Advisors Group’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	$862K	Sell	4,054 -345	-8%	-$70.6K	0.01%	347
2026 Q1	$844K	Buy	4,399 +1,758	+67%	+$348K	0.01%	321
2025 Q4	$506K	Buy	2,641 +346	+15%	+$65.7K	0.01%	385
2025 Q3	$435K	Buy	2,295 +196	+9%	+$36.5K	0.01%	385
2025 Q2	$382K	Buy	2,099 +250	+14%	+$43.2K	0.01%	393
2025 Q1	$320K	Sell	1,849 -193	-9%	-$34.3K	0.01%	412
2024 Q4	$358K	Buy	2,042 +460	+29%	+$83.2K	0.01%	355
2024 Q3	$284K	Sell	1,582 -979	-38%	-$167K	0.01%	378
2024 Q2	$421K	Buy	+2,561	New	+$421K	0.01%	303

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

Crestwood Advisors Group's RSP Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.8% in Q2 2026, selling an estimated $70.6K and leaving 4,054 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #347.

Crestwood Advisors Group first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Crestwood Advisors Group held 4,054 shares of Invesco S&P 500 Equal Weight ETF worth $862K as of Q2 2026.
Crestwood Advisors Group sold 345 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $70.6K.
Invesco S&P 500 Equal Weight ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #347 holding.
Crestwood Advisors Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.