Frank Rimerman Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Frank Rimerman 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	$11.9M	Sell	56,074 -1,301	-2%	-$266K	0.68%	24
2026 Q1	$11M	Sell	57,375 -1,918	-3%	-$380K	0.72%	19
2025 Q4	$11.4M	Buy	59,293 +2,483	+4%	+$471K	0.72%	18
2025 Q3	$10.8M	Sell	56,810 -97	-0.2%	-$18.1K	0.69%	18
2025 Q2	$10.3M	Sell	56,907 -1,219	-2%	-$210K	0.7%	19
2025 Q1	$10.1M	Sell	58,126 -4,755	-8%	-$846K	0.8%	17
2024 Q4	$11M	Buy	62,881 +3,645	+6%	+$659K	0.8%	18
2024 Q3	$10.6M	Buy	59,236 +782	+1%	+$134K	0.75%	19
2024 Q2	$9.6M	Buy	58,454 +1	+0%	+$164	0.68%	20
2024 Q1	$9.9M	Buy	58,453 +1,447	+3%	+$232K	1.91%	11
2023 Q4	$9M	Buy	57,006 +1,612	+3%	+$234K	1.88%	11
2023 Q3	$7.85M	Buy	55,394 +7,175	+15%	+$1.07M	1.9%	11
2023 Q2	$7.22M	Buy	48,219 +2,130	+5%	+$307K	1.72%	12
2023 Q1	$6.67M	Buy	46,089 +10,301	+29%	+$1.51M	1.84%	11
2022 Q4	$5.06M	Sell	35,788 -679	-2%	-$95K	1.57%	15
2022 Q3	$4.64M	Buy	36,467 +11	+0%	+$1.55K	1.67%	15
2022 Q2	$4.89M	Sell	36,456 -3,805	-9%	-$557K	1.87%	15
2022 Q1	$6.35M	Sell	40,261 -77	-0.2%	-$12K	2.03%	10
2021 Q4	$6.56M	Buy	40,338 +3,578	+10%	+$565K	2.2%	9
2021 Q3	$5.51M	Buy	36,760 +141	+0.4%	+$21.6K	2.13%	10
2021 Q2	$5.52M	Buy	36,619 +4,102	+13%	+$611K	2.16%	9
2021 Q1	$4.61M	Buy	32,517 +1,123	+4%	+$152K	2.04%	9
2020 Q4	$4M	Buy	+31,394	New	+$3.73M	1.81%	12

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

Frank Rimerman Advisors's RSP Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q2 2026, selling an estimated $266K and leaving 56,074 shares worth $11.9M. The position accounts for 0.68% of the portfolio, ranked #24.

Frank Rimerman Advisors first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Frank Rimerman Advisors held 56,074 shares of Invesco S&P 500 Equal Weight ETF worth $11.9M as of Q2 2026.
Frank Rimerman Advisors sold 1,301 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $266K.
Invesco S&P 500 Equal Weight ETF made up 0.68% of Frank Rimerman Advisors's portfolio in Q2 2026, its #24 holding.
Frank Rimerman Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.