EverSource Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

EverSource Wealth Advisors’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	$2.05M	Sell	9,632 -2,484	-21%	-$508K	0.07%	213
2026 Q1	$2.33M	Buy	12,116 +1,299	+12%	+$257K	0.07%	196
2025 Q4	$2.07M	Buy	10,817 +2,416	+29%	+$459K	0.08%	189
2025 Q3	$1.59M	Buy	8,401 +2,163	+35%	+$403K	0.06%	212
2025 Q2	$1.13M	Buy	6,238 +707	+13%	+$122K	0.05%	245
2025 Q1	$958K	Buy	5,531 +647	+13%	+$115K	0.05%	256
2024 Q4	$856K	Sell	4,884 -450	-8%	-$81.4K	0.05%	267
2024 Q3	$956K	Sell	5,334 -2,291	-30%	-$391K	0.06%	225
2024 Q2	$1.31M	Buy	7,625 +1,435	+23%	+$236K	0.09%	179
2024 Q1	$998K	Buy	6,190 +3,405	+122%	+$547K	0.08%	184
2023 Q4	$440K	Buy	2,785 +344	+14%	+$50K	0.04%	262
2023 Q3	$346K	Sell	2,441 -103	-4%	-$15.4K	0.04%	280
2023 Q2	$381K	Buy	2,544 +13	+0.5%	+$1.87K	0.04%	265
2023 Q1	$366K	Sell	2,531 -56	-2%	-$8.2K	0.05%	268
2022 Q4	$365K	Buy	2,587 +2,396	+1,254%	+$335K	0.06%	246
2022 Q3	$24K	Sell	191 -41	-18%	-$5.78K	0.01%	849
2022 Q2	$31K	Buy	232 +6	+3%	+$878	0.01%	725
2022 Q1	$36K	Sell	226 -18	-7%	-$2.81K	0.01%	528
2021 Q4	$40K	Buy	+244	New	+$38.6K	0.01%	467

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

EverSource Wealth Advisors's RSP Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 21% in Q2 2026, selling an estimated $508K and leaving 9,632 shares worth $2.05M. The position accounts for 0.07% of the portfolio, ranked #213.

EverSource Wealth Advisors first reported a position in RSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.33M in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

EverSource Wealth Advisors held 9,632 shares of Invesco S&P 500 Equal Weight ETF worth $2.05M as of Q2 2026.
EverSource Wealth Advisors sold 2,484 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $508K.
Invesco S&P 500 Equal Weight ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #213 holding.
EverSource Wealth Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $2.33M in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.