Halbert Hargrove Global Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Halbert Hargrove Global 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	$63.8K	Hold	300	–	–	﹤0.01%	196
2026 Q1	$57.6K	Hold	300	–	–	﹤0.01%	182
2025 Q4	$57.5K	Buy	300 +236	+369%	+$44.8K	﹤0.01%	177
2025 Q3	$12.1K	Hold	64	–	–	﹤0.01%	307
2025 Q2	$11.6K	Sell	64 -23	-26%	-$3.97K	﹤0.01%	218
2025 Q1	$15.1K	Buy	+87	New	+$15.5K	﹤0.01%	216

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

Halbert Hargrove Global Advisors's RSP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 300 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Halbert Hargrove Global Advisors first reported a position in RSP in Q1 2025 and has held it in 6 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Halbert Hargrove Global Advisors held 300 shares of Invesco S&P 500 Equal Weight ETF worth $63.8K as of Q2 2026.
Halbert Hargrove Global Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #196 holding.
Halbert Hargrove Global Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 6 quarters since.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.