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

CSM 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	$854K	Hold	4,450	–	–	0.02%	346
2025 Q4	$852K	Hold	4,450	–	–	0.02%	336
2025 Q3	$844K	Hold	4,450	–	–	0.02%	343
2025 Q2	$809K	Hold	4,450	–	–	0.02%	311
2025 Q1	$771K	Hold	4,450	–	–	0.04%	101
2024 Q4	$780K	Hold	4,450	–	–	0.04%	101
2024 Q3	$797K	Hold	4,450	–	–	0.05%	103
2024 Q2	$731K	Hold	4,450	–	–	0.05%	103
2024 Q1	$754K	Buy	+4,450	New	+$715K	0.05%	112

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

CSM Advisors's RSP Position: Q1 2026 in Review

CSM Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 4,450 shares worth $854K. The position accounts for 0.02% of the portfolio, ranked #346.

CSM Advisors first reported a position in RSP in Q1 2024 and has held it in 9 quarters since. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

CSM Advisors held 4,450 shares of Invesco S&P 500 Equal Weight ETF worth $854K as of Q1 2026.
CSM Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.02% of CSM Advisors's portfolio in Q1 2026, its #346 holding.
CSM Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 9 quarters since.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.