Henderson Brothers Financial Partners’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Henderson Brothers Financial 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 Q2	$258K	Sell	1,214 -948	-44%	-$194K	0.12%	67
2026 Q1	$415K	Buy	+2,162	New	+$428K	0.11%	70
2025 Q1	$207K	Buy	+1,081	New	+$192K	0.1%	69

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

Henderson Brothers Financial Partners's RSP Position: Q2 2026 in Review

Henderson Brothers Financial Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 44% in Q2 2026, selling an estimated $194K and leaving 1,214 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #67.

Henderson Brothers Financial Partners first reported a position in RSP in Q1 2025 and has held it in 3 quarters since. The position peaked at $415K in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Henderson Brothers Financial Partners held 1,214 shares of Invesco S&P 500 Equal Weight ETF worth $258K as of Q2 2026.
Henderson Brothers Financial Partners sold 948 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $194K.
Invesco S&P 500 Equal Weight ETF made up 0.12% of Henderson Brothers Financial Partners's portfolio in Q2 2026, its #67 holding.
Henderson Brothers Financial Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2025 and has held it in 3 quarters since.
Henderson Brothers Financial Partners's Invesco S&P 500 Equal Weight ETF position peaked at $415K in Q1 2026.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Henderson Brothers Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.