FRA
RSP icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Frank Rimerman Advisors's RSP Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.2% in Q1 2026, selling an estimated $380K and leaving 57,375 shares worth $11M. The position accounts for 0.72% of the portfolio, ranked #19.

Frank Rimerman Advisors first reported a position in RSP in Q4 2020 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2025. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Frank Rimerman Advisors held 57,375 shares of Invesco S&P 500 Equal Weight ETF worth $11M as of Q1 2026.
  • Frank Rimerman Advisors sold 1,918 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $380K.
  • Invesco S&P 500 Equal Weight ETF made up 0.72% of Frank Rimerman Advisors's portfolio in Q1 2026, its #19 holding.
  • Frank Rimerman Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 22 quarters since.
  • Frank Rimerman Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $11.4M in Q4 2025.
  • 2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.