Great Diamond Partners
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Great Diamond Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Great Diamond Partners’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
Q3 		$9.6M Buy
46,010
+14,665
+47% +$3.17M 1.61% 12
2026
Q2 		$6.67M Buy
31,345
+930
+3% +$190K 1.15% 24
2026
Q1 		$5.84M Buy
30,415
+440
+1% +$87.2K 1.12% 21
2025
Q4 		$5.74M Sell
29,975
-449
-1% -$85.2K 1.1% 20
2025
Q3 		$5.77M Buy
30,424
+497
+2% +$92.6K 1.12% 19
2025
Q2 		$5.44M Buy
29,927
+336
+1% +$58K 1.15% 19
2025
Q1 		$5.13M Sell
29,591
-450
-1% -$80K 1.4% 16
2024
Q4 		$5.26M Sell
30,041
-281
-0.9% -$50.8K 1.36% 18
2024
Q3 		$5.43M Sell
30,322
-2,452
-7% -$419K 1.38% 16
2024
Q2 		$5.38M Sell
32,774
-1,315
-4% -$216K 1.27% 18
2024
Q1 		$5.77M Buy
34,089
+872
+3% +$140K 1.33% 15
2023
Q4 		$5.24M Buy
33,217
+147
+0.4% +$21.4K 1.29% 17
2023
Q3 		$4.69M Sell
33,070
-350
-1% -$52.3K 1.27% 17
2023
Q2 		$5M Sell
33,420
-42,680
-56% -$6.15M 1.32% 16
2023
Q1 		$11M Buy
76,100
+22,157
+41% +$3.24M 3.19% 4
2022
Q4 		$7.62M Sell
53,943
-1,621
-3% -$227K 2.35% 6
2022
Q3 		$7.07M Sell
55,564
-921
-2% -$130K 2.42% 4
2022
Q2 		$7.58M Sell
56,485
-740
-1% -$108K 2.52% 5
2022
Q1 		$9.02M Sell
57,225
-426
-0.7% -$66.4K 2.51% 6
2021
Q4 		$9.38M Sell
57,651
-771
-1% -$122K 2.42% 6
2021
Q3 		$8.75M Buy
58,422
+545
+0.9% +$83.4K 2.4% 6
2021
Q2 		$8.72M Buy
57,877
+756
+1% +$113K 2.47% 6
2021
Q1 		$8.09M Buy
+57,121
New +$7.71M 2.49% 5
2020
Q1 		– Sell
-70,143
Closed -$8.12M – 497
2019
Q4 		$8.12M Buy
+70,143
New +$7.79M 3.09% 5

Other funds holding RSP

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
First Interstate Bank
First Interstate Bank Billings, Montana $1.88B AUM 11.41% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Great Diamond Partners's RSP Position: Q3 2026 in Review

Great Diamond Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 47% in Q3 2026, buying an estimated $3.17M and bringing the position to 46,010 shares worth $9.6M. The position accounts for 1.61% of the portfolio, ranked #12.

Great Diamond Partners first reported a position in RSP in Q4 2019 and has held it in 24 quarters since. The position peaked at $11M in Q1 2023. 1,102 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Great Diamond Partners held 46,010 shares of Invesco S&P 500 Equal Weight ETF worth $9.6M as of Q3 2026.
  • Great Diamond Partners bought 14,665 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $3.17M.
  • Invesco S&P 500 Equal Weight ETF made up 1.61% of Great Diamond Partners's portfolio in Q3 2026, its #12 holding.
  • Great Diamond Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2019 and has held it in 24 quarters since.
  • Great Diamond Partners's Invesco S&P 500 Equal Weight ETF position peaked at $11M in Q1 2023.
  • 1,102 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.