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

Evermay 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 		$1.37M Sell
6,442
-150
-2% -$30.7K 0.14% 68
2026
Q1 		$1.27M Sell
6,592
-168
-2% -$33.3K 0.14% 65
2025
Q4 		$1.29M Hold
6,760
– – 0.15% 67
2025
Q3 		$1.28M Sell
6,760
-701
-9% -$131K 0.15% 68
2025
Q2 		$1.36M Sell
7,461
-840
-10% -$145K 0.17% 55
2025
Q1 		$1.44M Sell
8,301
-139
-2% -$24.7K 0.19% 54
2024
Q4 		$1.48M Hold
8,440
– – 0.22% 56
2024
Q3 		$1.51M Sell
8,440
-200
-2% -$34.2K 0.24% 55
2024
Q2 		$1.42M Buy
8,640
+200
+2% +$32.9K 0.23% 55
2024
Q1 		$1.43M Buy
8,440
+1,058
+14% +$170K 0.22% 57
2023
Q4 		$1.16M Buy
7,382
+1,290
+21% +$187K 0.22% 50
2023
Q3 		$863K Sell
6,092
-65
-1% -$9.71K 0.18% 67
2023
Q2 		$921K Sell
6,157
-133
-2% -$19.2K 0.18% 63
2023
Q1 		$910K Sell
6,290
-371
-6% -$54.3K 0.18% 60
2022
Q4 		$941K Buy
6,661
+3,056
+85% +$427K 0.19% 60
2022
Q3 		$459K Buy
3,605
+828
+30% +$117K 0.09% 94
2022
Q2 		$373K Buy
2,777
+2,041
+277% +$299K 0.07% 115
2022
Q1 		$116K Buy
736
+475
+182% +$74.1K 0.02% 242
2021
Q4 		$42K Buy
261
+1
+0.4% +$158 0.01% 297
2021
Q3 		$39K Hold
260
– – 0.01% 292
2021
Q2 		$39K Buy
+260
New +$38.7K 0.01% 312

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

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

Evermay Wealth Management reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q2 2026, selling an estimated $30.7K and leaving 6,442 shares worth $1.37M. The position accounts for 0.14% of the portfolio, ranked #68.

Evermay Wealth Management first reported a position in RSP in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.51M in Q3 2024. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Evermay Wealth Management held 6,442 shares of Invesco S&P 500 Equal Weight ETF worth $1.37M as of Q2 2026.
  • Evermay Wealth Management sold 150 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $30.7K.
  • Invesco S&P 500 Equal Weight ETF made up 0.14% of Evermay Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Evermay Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2021 and has held it in 21 quarters since.
  • Evermay Wealth Management's Invesco S&P 500 Equal Weight ETF position peaked at $1.51M in Q3 2024.
  • 2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.