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

Empirical 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
2026 Q2	$466K	Sell	2,192 -147	-6%	-$30.1K	0.11%	246
2026 Q1	$449K	Sell	2,339 -9,276	-80%	-$1.84M	0.12%	232
2025 Q4	$451K	Buy	11,615 +71	+0.6%	+$13.5K	0.13%	217
2025 Q3	$433K	Buy	11,544 +9,311	+417%	+$1.74M	0.12%	250
2025 Q2	$406K	Sell	2,233 -3	-0.1%	-$518	0.13%	227
2025 Q1	$387K	Sell	2,236 -316	-12%	-$56.2K	0.13%	222
2024 Q4	$447K	Sell	2,552 -4	-0.2%	-$723	0.15%	176
2024 Q3	$458K	Sell	2,556 -79,792	-97%	-$13.6M	0.16%	178
2024 Q2	$446K	Buy	+82,348	New	+$13.5M	0.17%	181

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

Empirical Asset Management's RSP Position: Q2 2026 in Review

Empirical Asset Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6.3% in Q2 2026, selling an estimated $30.1K and leaving 2,192 shares worth $466K. The position accounts for 0.11% of the portfolio, ranked #246.

Empirical Asset Management first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Empirical Asset Management held 2,192 shares of Invesco S&P 500 Equal Weight ETF worth $466K as of Q2 2026.
Empirical Asset Management sold 147 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $30.1K.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Empirical Asset Management's portfolio in Q2 2026, its #246 holding.
Empirical Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.