CX Institutional’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

CX Institutional’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	$102K	Sell	480 -87,954	-99%	-$18M	﹤0.01%	857
2026 Q1	$17M	Buy	88,434 +311	+0.4%	+$61.6K	0.52%	43
2025 Q4	$16.9M	Buy	88,123 +734	+0.8%	+$139K	0.5%	43
2025 Q3	$16.6M	Buy	87,389 +506	+0.6%	+$94.3K	0.5%	41
2025 Q2	$15.8M	Hold	86,883	–	–	0.55%	36
2025 Q1	$15.1M	Sell	86,883 -230	-0.3%	-$40.9K	0.57%	41
2024 Q4	$15.3M	Buy	87,113 +184	+0.2%	+$33.3K	0.61%	41
2024 Q3	$15.6M	Buy	86,929 +58	+0.1%	+$9.91K	0.69%	35
2024 Q2	$14.3M	Sell	86,871 -502	-0.6%	-$82.6K	0.67%	42
2024 Q1	$14.8M	Buy	87,373 +765	+0.9%	+$123K	0.71%	37
2023 Q4	$13.7M	Buy	86,608 +28,214	+48%	+$4.1M	0.73%	40
2023 Q3	$8.27M	Buy	58,394 +9,024	+18%	+$1.35M	0.46%	60
2023 Q2	$7.39M	Buy	49,370 +16,796	+52%	+$2.42M	0.38%	72
2023 Q1	$4.71M	Sell	32,574 -1,350	-4%	-$198K	0.25%	110
2022 Q4	$4.79M	Buy	33,924 +31,018	+1,067%	+$4.34M	0.29%	88
2022 Q3	$370K	Buy	2,906 +603	+26%	+$85K	0.03%	370
2022 Q2	$309K	Buy	+2,303	New	+$337K	0.02%	382
2021 Q4	–	Sell	-7	Closed	-$1K	–	799
2021 Q3	$1K	Sell	7 -45	-87%	-$6.89K	﹤0.01%	949
2021 Q2	$8K	Buy	+52	New	+$7.74K	﹤0.01%	850
2020 Q2	–	Sell	-40	Closed	-$3K	–	869
2020 Q1	$3K	Buy	+40	New	+$4.25K	﹤0.01%	630

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

CX Institutional's RSP Position: Q2 2026 in Review

CX Institutional reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 99% in Q2 2026, selling an estimated $18M and leaving 480 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

CX Institutional first reported a position in RSP in Q1 2020 and has held it in 20 quarters since. The position peaked at $17M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

CX Institutional held 480 shares of Invesco S&P 500 Equal Weight ETF worth $102K as of Q2 2026.
CX Institutional sold 87,954 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $18M.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #857 holding.
CX Institutional first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2020 and has held it in 20 quarters since.
CX Institutional's Invesco S&P 500 Equal Weight ETF position peaked at $17M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.