EP
RSP icon

Edgestream Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Edgestream Partners’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 		$4.02M Buy
20,950
+2,024
+11% +$401K 0.13% 304
2025
Q4 		$3.63M Buy
18,926
+4,913
+35% +$933K 0.1% 354
2025
Q3 		$2.66M Buy
14,013
+7,986
+133% +$1.49M 0.08% 449
2025
Q2 		$1.1M Sell
6,027
-199
-3% -$34.3K 0.03% 626
2025
Q1 		$1.08M Buy
+6,226
New +$1.11M 0.04% 595
2024
Q4 		– Sell
-5,623
Closed -$1.01M – 1052
2024
Q3 		$1.01M Sell
5,623
-9,948
-64% -$1.7M 0.04% 568
2024
Q2 		$2.56M Buy
15,571
+12,683
+439% +$2.09M 0.12% 272
2024
Q1 		$489K Sell
2,888
-5,176
-64% -$831K 0.02% 639
2023
Q4 		$1.27M Buy
8,064
+5,405
+203% +$785K 0.09% 374
2023
Q3 		$377K Buy
+2,659
New +$397K 0.03% 658

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Edgestream Partners's RSP Position: Q1 2026 in Review

Edgestream Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q1 2026, buying an estimated $401K and bringing the position to 20,950 shares worth $4.02M. The position accounts for 0.13% of the portfolio, ranked #304.

Edgestream Partners first reported a position in RSP in Q3 2023 and has held it in 10 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Edgestream Partners held 20,950 shares of Invesco S&P 500 Equal Weight ETF worth $4.02M as of Q1 2026.
  • Edgestream Partners bought 2,024 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $401K.
  • Invesco S&P 500 Equal Weight ETF made up 0.13% of Edgestream Partners's portfolio in Q1 2026, its #304 holding.
  • Edgestream Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 10 quarters since.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.