Garden State Investment Advisory Services’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Garden State Investment Advisory Services’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	$5.9M	Sell	27,713 -1,124	-4%	-$230K	1.07%	18
2026 Q1	$5.55M	Sell	28,837 -882	-3%	-$175K	1.22%	18
2025 Q4	$5.71M	Sell	29,719 -1,373	-4%	-$261K	1.26%	18
2025 Q3	$5.9M	Sell	31,092 -1,223	-4%	-$228K	1.31%	16
2025 Q2	$5.89M	Sell	32,315 -6,000	-16%	-$1.04M	1.48%	13
2025 Q1	$6.66M	Sell	38,315 -12,286	-24%	-$2.18M	2.13%	10
2024 Q4	$8.9M	Sell	50,601 -199	-0.4%	-$36K	2.65%	7
2024 Q3	$9.13M	Buy	50,800 +98	+0.2%	+$16.7K	2.93%	8
2024 Q2	$8.36M	Buy	50,702 +973	+2%	+$160K	2.88%	7
2024 Q1	$8.44M	Sell	49,729 -8,834	-15%	-$1.42M	3.09%	7
2023 Q4	$9.24M	Sell	58,563 -1,145	-2%	-$166K	3.67%	3
2023 Q3	$8.46M	Buy	59,708 +55	+0.1%	+$8.22K	3.89%	3
2023 Q2	$8.93M	Buy	59,653 +8,245	+16%	+$1.19M	3.51%	3
2023 Q1	$7.44M	Sell	51,408 -5,445	-10%	-$797K	3.2%	6
2022 Q4	$8.03M	Buy	+56,853	New	+$7.95M	4.76%	4

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

Garden State Investment Advisory Services's RSP Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.9% in Q2 2026, selling an estimated $230K and leaving 27,713 shares worth $5.9M. The position accounts for 1.07% of the portfolio, ranked #18.

Garden State Investment Advisory Services first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.24M in Q4 2023. 2,322 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Garden State Investment Advisory Services held 27,713 shares of Invesco S&P 500 Equal Weight ETF worth $5.9M as of Q2 2026.
Garden State Investment Advisory Services sold 1,124 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $230K.
Invesco S&P 500 Equal Weight ETF made up 1.07% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #18 holding.
Garden State Investment Advisory Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Garden State Investment Advisory Services's Invesco S&P 500 Equal Weight ETF position peaked at $9.24M in Q4 2023.
2,322 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.