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EP Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

EP Wealth Advisors’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 		$10.4M Sell
54,238
-1,096
-2% -$217K 0.05% 214
2025
Q4 		$10.6M Buy
+55,334
New +$10.5M 0.06% 193
2025
Q2 		$9.67M Buy
53,219
+26,336
+98% +$4.55M 0.06% 186
2025
Q1 		$4.66M Sell
26,883
-2,270
-8% -$404K 0.04% 228
2024
Q4 		$5.11M Sell
29,153
-16,256
-36% -$2.94M 0.04% 214
2024
Q3 		$8.14M Buy
45,409
+965
+2% +$165K 0.07% 168
2024
Q2 		$7.3M Buy
44,444
+1,566
+4% +$258K 0.08% 144
2024
Q1 		$7.26M Buy
42,878
+8,471
+25% +$1.36M 0.08% 135
2023
Q4 		$5.43M Buy
34,407
+5,663
+20% +$823K 0.07% 148
2023
Q3 		$4.07M Buy
28,744
+838
+3% +$125K 0.06% 170
2023
Q2 		$4.36M Buy
27,906
+25,405
+1,016% +$3.66M 0.06% 164
2023
Q1 		$338K Sell
2,501
-28,029
-92% -$4.1M 0.01% 465
2022
Q4 		$4.31M Buy
30,530
+2,618
+9% +$366K 0.08% 142
2022
Q3 		$3.55M Sell
27,912
-3,291
-11% -$464K 0.08% 138
2022
Q2 		$4.19M Sell
31,203
-1,002
-3% -$147K 0.09% 123
2022
Q1 		$5.08M Buy
32,205
+813
+3% +$127K 0.11% 109
2021
Q4 		$5.11M Buy
31,392
+416
+1% +$65.7K 0.12% 101
2021
Q3 		$4.64M Sell
30,976
-241
-0.8% -$36.9K 0.13% 93
2021
Q2 		$4.71M Sell
31,217
-6,556
-17% -$976K 0.13% 106
2021
Q1 		$5.35M Buy
37,773
+1,100
+3% +$148K 0.17% 91
2020
Q4 		$4.68M Sell
36,673
-451
-1% -$53.6K 0.16% 78
2020
Q3 		$4.01M Sell
37,124
-522
-1% -$56.3K 0.17% 73
2020
Q2 		$3.83M Sell
37,646
-5,973
-14% -$576K 0.16% 85
2020
Q1 		$3.67M Buy
43,619
+2,372
+6% +$252K 0.18% 87
2019
Q4 		$4.77M Buy
41,247
+235
+0.6% +$26.1K 0.2% 86
2019
Q3 		$4.43M Sell
41,012
-3,554
-8% -$381K 0.22% 72
2019
Q2 		$4.8M Buy
44,566
+5,359
+14% +$567K 0.3% 54
2019
Q1 		$4.09M Buy
+39,207
New +$3.95M 0.39% 46
2018
Q2 		– Sell
-21,619
Closed -$2.15M – 213
2018
Q1 		$2.15M Buy
21,619
+6,107
+39% +$625K 0.21% 65
2017
Q4 		$1.57M Sell
15,512
-3,815
-20% -$374K 0.17% 56
2017
Q3 		$1.85M Sell
19,327
-8,717
-31% -$816K 0.21% 55
2017
Q2 		$2.6M Buy
28,044
+20,166
+256% +$1.85M 0.32% 49
2017
Q1 		$715K Sell
7,878
-914
-10% -$82K 0.1% 71
2016
Q4 		$762K Buy
8,792
+473
+6% +$40K 0.11% 68
2016
Q3 		$695K Buy
8,319
+56
+0.7% +$4.66K 0.11% 64
2016
Q2 		$664K Sell
8,263
-6,112
-43% -$486K 0.11% 69
2016
Q1 		$1.13M Sell
14,375
-889
-6% -$65.4K 0.17% 54
2015
Q4 		$1.17M Sell
15,264
-818
-5% -$63.5K 0.2% 63
2015
Q3 		$1.18M Buy
16,082
+632
+4% +$49.2K 0.23% 55
2015
Q2 		$1.23M Sell
15,450
-60
-0.4% -$4.92K 0.23% 44
2015
Q1 		$1.26M Sell
15,510
-85
-0.5% -$6.84K 0.24% 46
2014
Q4 		$1.25M Hold
15,595
– – 0.21% 59
2014
Q3 		$1.18M Sell
15,595
-1,835
-11% -$141K 0.19% 46
2014
Q2 		$1.34M Buy
17,430
+350
+2% +$25.9K 0.31% 41
2014
Q1 		$1.25M Sell
17,080
-300
-2% -$21.4K 0.34% 39
2013
Q4 		$1.24M Hold
17,380
– – 0.32% 44
2013
Q3 		$1.13M Buy
+17,380
New +$1.12M 0.36% 41

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 $2.26B AUM 7.02% 1-Year Est. Return

EP Wealth Advisors's RSP Position: Q1 2026 in Review

EP Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2% in Q1 2026, selling an estimated $217K and leaving 54,238 shares worth $10.4M. The position accounts for 0.05% of the portfolio, ranked #214.

EP Wealth Advisors first reported a position in RSP in Q3 2013 and has held it in 47 quarters since. The position peaked at $10.6M in Q4 2025. 2,216 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • EP Wealth Advisors held 54,238 shares of Invesco S&P 500 Equal Weight ETF worth $10.4M as of Q1 2026.
  • EP Wealth Advisors sold 1,096 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $217K.
  • Invesco S&P 500 Equal Weight ETF made up 0.05% of EP Wealth Advisors's portfolio in Q1 2026, its #214 holding.
  • EP Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2013 and has held it in 47 quarters since.
  • EP Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $10.6M in Q4 2025.
  • 2,216 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.