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 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 -79,982	-97%	-$14.2M	0.13%	222
2024 Q4	$447K	Sell	82,218 -14	-0%	-$2.53K	0.15%	176
2024 Q3	$458K	Sell	82,232 -116	-0.1%	-$19.8K	0.16%	178
2024 Q2	$446K	Buy	+82,348	New	+$13.5M	0.17%	181

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Empirical Asset Management's RSP Position: Q1 2026 in Review

Empirical Asset Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 80% in Q1 2026, selling an estimated $1.84M and leaving 2,339 shares worth $449K. The position accounts for 0.12% of the portfolio, ranked #232.

Empirical Asset Management first reported a position in RSP in Q2 2024 and has held it in 8 quarters since. The position peaked at $458K in Q3 2024. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Empirical Asset Management held 2,339 shares of Invesco S&P 500 Equal Weight ETF worth $449K as of Q1 2026.
Empirical Asset Management sold 9,276 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $1.84M.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Empirical Asset Management's portfolio in Q1 2026, its #232 holding.
Empirical Asset Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's Invesco S&P 500 Equal Weight ETF position peaked at $458K in Q3 2024.
2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.