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

Cypress 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
2025 Q4	$1.64M	Sell	8,540 -25	-0.3%	-$4.75K	0.36%	58
2025 Q3	$1.62M	Sell	8,565 -212	-2%	-$39.5K	0.37%	56
2025 Q2	$1.6M	Sell	8,777 -15	-0.2%	-$2.59K	0.38%	53
2025 Q1	$1.52M	Buy	8,792 +305	+4%	+$54.2K	0.41%	53
2024 Q4	$1.63M	Buy	8,487 +2,259	+36%	+$408K	0.4%	55
2024 Q3	$1.12M	Buy	6,228 +3,591	+136%	+$613K	0.28%	68
2024 Q2	$504K	Buy	2,637 +159	+6%	+$26.2K	0.13%	83
2024 Q1	$473K	Buy	+2,478	New	+$398K	0.13%	86

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

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

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

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

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 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

TPSF

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

Cypress Asset Management's RSP Position: Q4 2025 in Review

Cypress Asset Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.29% in Q4 2025, selling an estimated $4.75K and leaving 8,540 shares worth $1.64M. The position accounts for 0.36% of the portfolio, ranked #58.

Cypress Asset Management first reported a position in RSP in Q1 2024 and has held it in 8 quarters since. 2,123 funds tracked by Wall St. Rank hold RSP as of Q4 2025.

Cypress Asset Management held 8,540 shares of Invesco S&P 500 Equal Weight ETF worth $1.64M as of Q4 2025.
Cypress Asset Management sold 25 Invesco S&P 500 Equal Weight ETF shares in Q4 2025, an estimated $4.75K.
Invesco S&P 500 Equal Weight ETF made up 0.36% of Cypress Asset Management's portfolio in Q4 2025, its #58 holding.
Cypress Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 8 quarters since.
2,123 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.