EWM
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Evergreen Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Evergreen Wealth 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
Q2 		$1.03M Sell
4,841
-18,808
-80% -$3.85M 0.48% 47
2026
Q1 		$4.54M Buy
23,649
+5,984
+34% +$1.19M 2.34% 16
2025
Q4 		$3.38M Buy
+17,665
New +$3.35M 1.7% 20

Other funds holding RSP

TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FIB
First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Evergreen Wealth Management's RSP Position: Q2 2026 in Review

Evergreen Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 80% in Q2 2026, selling an estimated $3.85M and leaving 4,841 shares worth $1.03M. The position accounts for 0.48% of the portfolio, ranked #47.

Evergreen Wealth Management first reported a position in RSP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.54M in Q1 2026. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Evergreen Wealth Management held 4,841 shares of Invesco S&P 500 Equal Weight ETF worth $1.03M as of Q2 2026.
  • Evergreen Wealth Management sold 18,808 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.85M.
  • Invesco S&P 500 Equal Weight ETF made up 0.48% of Evergreen Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Evergreen Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $4.54M in Q1 2026.
  • 1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.