EPIME
RSP icon

Evelyn Partners Investment Management (Europe)’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$1.85M Buy
9,614
+665
+7% +$132K 0.63% 34
2025
Q4 		$1.71M Buy
8,949
+255
+3% +$48.4K 0.56% 38
2025
Q3 		$1.65M Buy
8,694
+88
+1% +$16.4K 0.57% 32
2025
Q2 		$1.56M Buy
8,606
+213
+3% +$36.8K 0.56% 36
2025
Q1 		$1.45M Buy
8,393
+2,093
+33% +$372K 0.54% 38
2024
Q4 		$1.1M Buy
+6,300
New +$1.14M 0.4% 43

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 $445B AUM 25.58% 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

Evelyn Partners Investment Management (Europe)'s RSP Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 7.4% in Q1 2026, buying an estimated $132K and bringing the position to 9,614 shares worth $1.85M. The position accounts for 0.63% of the portfolio, ranked #34.

Evelyn Partners Investment Management (Europe) first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. 2,222 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 9,614 shares of Invesco S&P 500 Equal Weight ETF worth $1.85M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) bought 665 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $132K.
  • Invesco S&P 500 Equal Weight ETF made up 0.63% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #34 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,222 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.