First Western Trust Bank’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

First Western Trust Bank’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	$74.6M	Buy	350,642 +6,952	+2%	+$1.42M	3.64%	5
2026 Q1	$66M	Buy	343,690 +10,629	+3%	+$2.11M	3.33%	5
2025 Q4	$63.8M	Sell	333,061 -13,788	-4%	-$2.62M	3.14%	4
2025 Q3	$65.8M	Buy	346,849 +20,459	+6%	+$3.81M	3.02%	5
2025 Q2	$59.3M	Buy	326,390 +12,112	+4%	+$2.09M	2.67%	5
2025 Q1	$54.4M	Buy	314,278 +78,640	+33%	+$14M	2.61%	5
2024 Q4	$41.3M	Buy	235,638 +66,569	+39%	+$12M	1.91%	6
2024 Q3	$30.3M	Buy	+169,069	New	+$28.9M	1.36%	8
2023 Q3	–	Sell	-1,845	Closed	-$276K	–	182
2023 Q2	$276K	Hold	1,845	–	–	0.01%	158
2023 Q1	$267K	Hold	1,845	–	–	0.01%	169
2022 Q4	$261K	Hold	1,845	–	–	0.02%	167
2022 Q3	$235K	Hold	1,845	–	–	0.02%	158
2022 Q2	$249K	Hold	1,845	–	–	0.02%	155
2022 Q1	$295K	Buy	+1,845	New	+$288K	0.02%	154

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

First Western Trust Bank's RSP Position: Q2 2026 in Review

First Western Trust Bank increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2% in Q2 2026, buying an estimated $1.42M and bringing the position to 350,642 shares worth $74.6M. The position accounts for 3.64% of the portfolio, ranked #5.

First Western Trust Bank first reported a position in RSP in Q1 2022 and has held it in 14 quarters since. 2,308 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

First Western Trust Bank held 350,642 shares of Invesco S&P 500 Equal Weight ETF worth $74.6M as of Q2 2026.
First Western Trust Bank bought 6,952 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.42M.
Invesco S&P 500 Equal Weight ETF made up 3.64% of First Western Trust Bank's portfolio in Q2 2026, its #5 holding.
First Western Trust Bank first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 14 quarters since.
2,308 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.