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Everett Harris & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Everett Harris & Co’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
Q2 		$1.34M Buy
6,283
+575
+10% +$118K 0.02% 139
2026
Q1 		$1.1M Buy
5,708
+314
+6% +$62.2K 0.01% 154
2025
Q4 		$1.03M Buy
5,394
+372
+7% +$70.6K 0.01% 157
2025
Q3 		$953K Buy
5,022
+160
+3% +$29.8K 0.01% 167
2025
Q2 		$884K Buy
4,862
+20
+0.4% +$3.45K 0.01% 170
2025
Q1 		$839K Buy
4,842
+140
+3% +$24.9K 0.01% 164
2024
Q4 		$824K Hold
4,702
– – 0.01% 155
2024
Q3 		$842K Buy
4,702
+3
+0.1% +$513 0.01% 151
2024
Q2 		$772K Buy
4,699
+3
+0.1% +$493 0.01% 149
2024
Q1 		$795K Buy
4,696
+65
+1% +$10.4K 0.01% 150
2023
Q4 		$731K Sell
4,631
-170
-4% -$24.7K 0.01% 148
2023
Q3 		$680K Buy
4,801
+225
+5% +$33.6K 0.01% 150
2023
Q2 		$685K Buy
4,576
+573
+14% +$82.5K 0.01% 154
2023
Q1 		$579K Buy
4,003
+166
+4% +$24.3K 0.01% 163
2022
Q4 		$542K Hold
3,837
– – 0.01% 165
2022
Q3 		$488K Hold
3,837
– – 0.01% 172
2022
Q2 		$515K Buy
3,837
+298
+8% +$43.6K 0.01% 175
2022
Q1 		$558K Buy
3,539
+22
+0.6% +$3.43K 0.01% 180
2021
Q4 		$572K Sell
3,517
-8
-0.2% -$1.26K 0.01% 178
2021
Q3 		$528K Buy
3,525
+50
+1% +$7.66K 0.01% 177
2021
Q2 		$524K Hold
3,475
– – 0.01% 178
2021
Q1 		$492K Buy
3,475
+1,750
+101% +$236K 0.01% 177
2020
Q4 		$220K Buy
+1,725
New +$205K ﹤0.01% 236

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Everett Harris & Co's RSP Position: Q2 2026 in Review

Everett Harris & Co increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 10% in Q2 2026, buying an estimated $118K and bringing the position to 6,283 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #139.

Everett Harris & Co first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 2,311 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Everett Harris & Co held 6,283 shares of Invesco S&P 500 Equal Weight ETF worth $1.34M as of Q2 2026.
  • Everett Harris & Co bought 575 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $118K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Everett Harris & Co's portfolio in Q2 2026, its #139 holding.
  • Everett Harris & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • 2,311 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.