Fort Sheridan Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Fort Sheridan 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	$3.3M	Buy	+17,183	New	+$3.41M	0.4%	48
2022 Q1	–	Sell	-1,941	Closed	-$316K	–	200
2021 Q4	$316K	Buy	1,941 +309	+19%	+$48.8K	0.09%	145
2021 Q3	$245K	Sell	1,632 -250	-13%	-$38.3K	0.08%	156
2021 Q2	$284K	Buy	1,882 +40	+2%	+$5.96K	0.09%	141
2021 Q1	$261K	Buy	+1,842	New	+$249K	0.1%	127

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 $2.7B AUM 6.73% 1-Year Est. Return

Fort Sheridan Advisors's RSP Position: Q1 2026 in Review

Fort Sheridan Advisors opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 17,183 shares worth $3.3M. The stake represents 0.4% of the portfolio and ranks #48 among its holdings. This is a return to the name: Fort Sheridan Advisors previously reported a position in RSP as recently as Q4 2021.

Fort Sheridan Advisors first reported a position in RSP in Q1 2021 and has held it in 5 quarters since. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Fort Sheridan Advisors held 17,183 shares of Invesco S&P 500 Equal Weight ETF worth $3.3M as of Q1 2026.
Invesco S&P 500 Equal Weight ETF was a new Fort Sheridan Advisors position in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.4% of Fort Sheridan Advisors's portfolio in Q1 2026, its #48 holding.
Fort Sheridan Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and has held it in 5 quarters since.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.