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 Q2	$3.98M	Sell	18,713 -2,237	-11%	-$458K	0.12%	321
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 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

Edgestream Partners's RSP Position: Q2 2026 in Review

Edgestream Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 11% in Q2 2026, selling an estimated $458K and leaving 18,713 shares worth $3.98M. The position accounts for 0.12% of the portfolio, ranked #321.

Edgestream Partners first reported a position in RSP in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.02M in Q1 2026. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Edgestream Partners held 18,713 shares of Invesco S&P 500 Equal Weight ETF worth $3.98M as of Q2 2026.
Edgestream Partners sold 2,237 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $458K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Edgestream Partners's portfolio in Q2 2026, its #321 holding.
Edgestream Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2023 and has held it in 11 quarters since.
Edgestream Partners's Invesco S&P 500 Equal Weight ETF position peaked at $4.02M in Q1 2026.
2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.