EFG Asset Management (Americas)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

EFG Asset Management (Americas)’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 Q3	$1.69M	Buy	8,891 +584	+7%	+$109K	0.29%	103
2025 Q2	$1.51M	Buy	8,307 +231	+3%	+$39.9K	0.28%	104
2025 Q1	$1.4M	Buy	8,076 +336	+4%	+$59.7K	0.28%	102
2024 Q4	$1.36M	Sell	7,740 -748	-9%	-$135K	0.26%	98
2024 Q3	$1.52M	Sell	8,488 -822	-9%	-$140K	0.3%	91
2024 Q2	$1.53M	Buy	9,310 +7,240	+350%	+$1.19M	0.3%	90
2024 Q1	$351K	Sell	2,070 -6,234	-75%	-$1M	0.11%	111
2023 Q4	$1.31M	Buy	8,304 +1,586	+24%	+$230K	0.28%	92
2023 Q3	$952K	Buy	6,718 +5,306	+376%	+$793K	0.23%	97
2023 Q2	$211K	Buy	+1,412	New	+$203K	0.05%	138
2014 Q1	–	Sell	-3,065	Closed	-$218K	–	145
2013 Q4	$218K	Buy	+3,065	New	+$209K	0.19%	30

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

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

TPSF

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

EFG Asset Management (Americas)'s RSP Position: Q3 2025 in Review

EFG Asset Management (Americas) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7% in Q3 2025, buying an estimated $109K and bringing the position to 8,891 shares worth $1.69M. The position accounts for 0.29% of the portfolio, ranked #103.

EFG Asset Management (Americas) first reported a position in RSP in Q4 2013 and has held it in 11 quarters since. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

EFG Asset Management (Americas) held 8,891 shares of Invesco S&P 500 Equal Weight ETF worth $1.69M as of Q3 2025.
EFG Asset Management (Americas) bought 584 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $109K.
Invesco S&P 500 Equal Weight ETF made up 0.29% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #103 holding.
EFG Asset Management (Americas) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 11 quarters since.
1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.