Essex Savings Bank’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$773K Sell
3,632
-24
-0.7% -$4.91K 0.17% 126
2026
Q1
$702K Sell
3,656
-101
-3% -$20K 0.16% 125
2025
Q4
$720K Hold
3,757
0.16% 123
2025
Q3
$713K Hold
3,757
0.16% 123
2025
Q2
$683K Sell
3,757
-357
-9% -$61.6K 0.16% 120
2025
Q1
$713K Buy
4,114
+224
+6% +$39.8K 0.18% 116
2024
Q4
$682K Buy
3,890
+277
+8% +$50.1K 0.17% 119
2024
Q3
$647K Buy
3,613
+495
+16% +$84.6K 0.16% 128
2024
Q2
$512K Sell
3,118
-426
-12% -$70.1K 0.14% 136
2024
Q1
$559K Hold
3,544
0.16% 127
2023
Q4
$559K Buy
3,544
+479
+16% +$69.6K 0.16% 127
2023
Q3
$434K Buy
3,065
+657
+27% +$98.1K 0.15% 128
2023
Q2
$360K Buy
2,408
+101
+4% +$14.5K 0.12% 145
2023
Q1
$334K Buy
2,307
+97
+4% +$14.2K 0.12% 158
2022
Q4
$312K Buy
2,210
+510
+30% +$71.3K 0.11% 167
2022
Q3
$216K Hold
1,700
0.09% 196
2022
Q2
$228K Hold
1,700
0.09% 188
2022
Q1
$268K Hold
1,700
0.09% 185
2021
Q4
$277K Hold
1,700
0.09% 175
2021
Q3
$266K Hold
1,700
0.1% 177
2021
Q2
$257K Hold
1,700
0.1% 177
2021
Q1
$228K Hold
1,700
0.1% 177
2020
Q4
$217K Buy
+1,700
New +$202K 0.1% 184
2019
Q3
Sell
-3,400
Closed -$366K 510
2019
Q2
$366K Buy
3,400
+1,700
+100% +$180K 0.13% 145
2019
Q1
$178K Hold
1,700
0.1% 155
2018
Q4
$155K Buy
+1,700
New +$168K 0.1% 161

Other funds holding RSP

Essex Savings Bank's RSP Position: Q2 2026 in Review

Essex Savings Bank reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.66% in Q2 2026, selling an estimated $4.91K and leaving 3,632 shares worth $773K. The position accounts for 0.17% of the portfolio, ranked #126.

Essex Savings Bank first reported a position in RSP in Q4 2018 and has held it in 26 quarters since. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Essex Savings Bank held 3,632 shares of Invesco S&P 500 Equal Weight ETF worth $773K as of Q2 2026.
  • Essex Savings Bank sold 24 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $4.91K.
  • Invesco S&P 500 Equal Weight ETF made up 0.17% of Essex Savings Bank's portfolio in Q2 2026, its #126 holding.
  • Essex Savings Bank first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2018 and has held it in 26 quarters since.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.