EPIQ Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

EPIQ 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 Q3	$2.7M	Sell	12,988 -748	-5%	-$162K	1.16%	25
2026 Q2	$2.92M	Sell	13,736 -124	-0.9%	-$25.4K	1.24%	26
2026 Q1	$2.66M	Buy	13,860 +94	+0.7%	+$18.6K	1.24%	26
2025 Q4	$2.64M	Sell	13,766 -1,066	-7%	-$202K	1.23%	25
2025 Q3	$2.81M	Sell	14,832 -1,042	-7%	-$194K	1.33%	25
2025 Q2	$2.88M	Buy	15,874 +761	+5%	+$131K	1.47%	23
2025 Q1	$2.62M	Buy	15,113 +2,378	+19%	+$423K	1.38%	28
2024 Q4	$2.23M	Buy	12,735 +7,484	+143%	+$1.35M	1.21%	27
2024 Q3	$941K	Buy	5,251 +1,002	+24%	+$171K	0.52%	41
2024 Q2	$698K	Buy	4,249 +7	+0.2%	+$1.15K	0.47%	41
2024 Q1	$718K	Buy	+4,242	New	+$681K	0.48%	43

Other funds holding RSP

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Southern Farm Bureau Life Insurance Jackson, Mississippi $1.08B AUM 9.42% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

EPIQ Partners's RSP Position: Q3 2026 in Review

EPIQ Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 5.4% in Q3 2026, selling an estimated $162K and leaving 12,988 shares worth $2.7M. The position accounts for 1.16% of the portfolio, ranked #25.

EPIQ Partners first reported a position in RSP in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.92M in Q2 2026. 577 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

EPIQ Partners held 12,988 shares of Invesco S&P 500 Equal Weight ETF worth $2.7M as of Q3 2026.
EPIQ Partners sold 748 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $162K.
Invesco S&P 500 Equal Weight ETF made up 1.16% of EPIQ Partners's portfolio in Q3 2026, its #25 holding.
EPIQ Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2024 and has held it in 11 quarters since.
EPIQ Partners's Invesco S&P 500 Equal Weight ETF position peaked at $2.92M in Q2 2026.
577 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.