First Foundation Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

First Foundation 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 Q1	$16.4M	Buy	85,463 +971	+1%	+$192K	0.66%	28
2025 Q4	$16.2M	Sell	84,492 -432	-0.5%	-$82K	0.61%	29
2025 Q3	$16.1M	Sell	84,924 -3,558	-4%	-$663K	0.6%	32
2025 Q2	$16.1M	Buy	88,482 +9,496	+12%	+$1.64M	0.6%	36
2025 Q1	$13.7M	Buy	78,986 +621	+0.8%	+$110K	0.56%	41
2024 Q4	$13.7M	Buy	78,365 +1,006	+1%	+$182K	0.52%	42
2024 Q3	$13.9M	Buy	77,359 +1,186	+2%	+$203K	0.52%	47
2024 Q2	$12.5M	Buy	76,173 +3,062	+4%	+$504K	0.48%	49
2024 Q1	$12.4M	Buy	73,111 +826	+1%	+$133K	0.5%	49
2023 Q4	$11.4M	Buy	72,285 +30,880	+75%	+$4.49M	0.52%	50
2023 Q3	$5.87M	Buy	41,405 +32,519	+366%	+$4.86M	0.27%	71
2023 Q2	$1.33M	Buy	8,886 +365	+4%	+$52.6K	0.06%	161
2023 Q1	$1.23M	Hold	8,521	–	–	0.06%	158
2022 Q4	$1.2M	Buy	8,521 +3,929	+86%	+$549K	0.06%	165
2022 Q3	$584K	Buy	4,592 +873	+23%	+$123K	0.03%	220
2022 Q2	$499K	Buy	3,719 +1,356	+57%	+$198K	0.02%	252
2022 Q1	$373K	Sell	2,363 -181	-7%	-$28.2K	0.01%	305
2021 Q4	$414K	Buy	2,544 +352	+16%	+$55.6K	0.01%	299
2021 Q3	$328K	Buy	2,192 +78	+4%	+$11.9K	0.01%	339
2021 Q2	$319K	Buy	2,114 +21	+1%	+$3.13K	0.01%	352
2021 Q1	$296K	Hold	2,093	–	–	0.01%	339
2020 Q4	$267K	Sell	2,093 -390	-16%	-$46.4K	0.01%	351
2020 Q3	$268K	Sell	2,483 -166	-6%	-$17.9K	0.01%	310
2020 Q2	$270K	Buy	+2,649	New	+$255K	0.01%	294
2020 Q1	–	Sell	-2,257	Closed	-$261K	–	366
2019 Q4	$261K	Sell	2,257 -4,763	-68%	-$529K	0.01%	307
2019 Q3	$759K	Buy	7,020 +4,980	+244%	+$534K	0.04%	183
2019 Q2	$220K	Hold	2,040	–	–	0.01%	313
2019 Q1	$213K	Sell	2,040 -510	-20%	-$51.4K	0.01%	305
2018 Q4	$233K	Buy	+2,550	New	+$253K	0.01%	341
2018 Q1	–	Sell	-17,245	Closed	-$1.74M	–	347
2017 Q4	$1.74M	Sell	17,245 -285	-2%	-$28K	0.09%	125
2017 Q3	$1.68M	Sell	17,530 -6,710	-28%	-$628K	0.1%	113
2017 Q2	$2.25M	Buy	24,240 +1,713	+8%	+$157K	0.13%	99
2017 Q1	$2.05M	Buy	+22,527	New	+$2.02M	0.13%	102
2015 Q1	–	Sell	-5,085	Closed	-$407K	–	258
2014 Q4	$407K	Buy	+5,085	New	+$395K	0.04%	163

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

First Foundation Advisors's RSP Position: Q1 2026 in Review

First Foundation Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q1 2026, buying an estimated $192K and bringing the position to 85,463 shares worth $16.4M. The position accounts for 0.66% of the portfolio, ranked #28.

First Foundation Advisors first reported a position in RSP in Q4 2014 and has held it in 34 quarters since. 2,217 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

First Foundation Advisors held 85,463 shares of Invesco S&P 500 Equal Weight ETF worth $16.4M as of Q1 2026.
First Foundation Advisors bought 971 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $192K.
Invesco S&P 500 Equal Weight ETF made up 0.66% of First Foundation Advisors's portfolio in Q1 2026, its #28 holding.
First Foundation Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 34 quarters since.
2,217 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.