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

Evelyn Partners Investment 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 		$183K Sell
955
-20
-2% -$3.96K 0.01% 206
2025
Q4 		$187K Hold
975
– – 0.01% 207
2025
Q3 		$185K Buy
975
+675
+225% +$126K 0.01% 205
2025
Q2 		$54.5K Hold
300
– – ﹤0.01% 279
2025
Q1 		$52K Hold
300
– – ﹤0.01% 275
2024
Q4 		$52.6K Buy
+300
New +$54.2K ﹤0.01% 272

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

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

Evelyn Partners Investment Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.1% in Q1 2026, selling an estimated $3.96K and leaving 955 shares worth $183K. The position accounts for 0.01% of the portfolio, ranked #206.

Evelyn Partners Investment Management first reported a position in RSP in Q4 2024 and has held it in 6 quarters since. The position peaked at $187K in Q4 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Evelyn Partners Investment Management held 955 shares of Invesco S&P 500 Equal Weight ETF worth $183K as of Q1 2026.
  • Evelyn Partners Investment Management sold 20 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.96K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #206 holding.
  • Evelyn Partners Investment Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Invesco S&P 500 Equal Weight ETF position peaked at $187K in Q4 2025.
  • 2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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