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

Crewe 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	$1.08M	Buy	5,086 +72	+1%	+$14.7K	0.08%	88
2026 Q1	$962K	Buy	5,014 +1,614	+47%	+$320K	0.08%	88
2025 Q4	$651K	Buy	3,400 +1,887	+125%	+$358K	0.06%	104
2025 Q3	$287K	Sell	1,513 -116	-7%	-$21.6K	0.03%	171
2025 Q2	$296K	Buy	1,629 +1	+0.1%	+$173	0.04%	120
2025 Q1	$282K	Buy	1,628 +53	+3%	+$9.42K	0.04%	116
2024 Q4	$276K	Sell	1,575 -851	-35%	-$154K	0.04%	123
2024 Q3	$435K	Sell	2,426 -45	-2%	-$7.69K	0.05%	90
2024 Q2	$406K	Hold	2,471	–	–	0.05%	120
2024 Q1	$419K	Hold	2,471	–	–	0.05%	113
2023 Q4	$390K	Buy	2,471 +1,133	+85%	+$165K	0.06%	56
2023 Q3	$190K	Sell	1,338 -95	-7%	-$14.2K	0.03%	69
2023 Q2	$214K	Sell	1,433 -2,209	-61%	-$318K	0.03%	133
2023 Q1	$527K	Buy	3,642 +6	+0.2%	+$879	0.08%	83
2022 Q4	$514K	Sell	3,636 -360	-9%	-$50.3K	0.08%	76
2022 Q3	$509K	Buy	3,996 +1,444	+57%	+$204K	0.09%	73
2022 Q2	$343K	Buy	2,552 +301	+13%	+$44K	0.08%	84
2022 Q1	$355K	Buy	+2,251	New	+$351K	0.07%	71

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

Crewe Advisors's RSP Position: Q2 2026 in Review

Crewe Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.4% in Q2 2026, buying an estimated $14.7K and bringing the position to 5,086 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #88.

Crewe Advisors first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Crewe Advisors held 5,086 shares of Invesco S&P 500 Equal Weight ETF worth $1.08M as of Q2 2026.
Crewe Advisors bought 72 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $14.7K.
Invesco S&P 500 Equal Weight ETF made up 0.08% of Crewe Advisors's portfolio in Q2 2026, its #88 holding.
Crewe Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.