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Herold Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Herold 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
2025
Q3 		– Sell
-39,696
Closed -$7.21M – 302
2025
Q2 		$7.21M Buy
39,696
+286
+0.7% +$49.4K 1.51% 10
2025
Q1 		$6.83M Buy
39,410
+1,179
+3% +$210K 1.5% 11
2024
Q4 		$6.7M Sell
38,231
-2,395
-6% -$433K 1.46% 12
2024
Q3 		$7.28M Buy
40,626
+80
+0.2% +$13.7K 1.58% 10
2024
Q2 		$6.66M Buy
40,546
+551
+1% +$90.6K 1.54% 9
2024
Q1 		$6.77M Sell
39,995
-58
-0.1% -$9.31K 1.64% 9
2023
Q4 		$6.32M Buy
40,053
+37,808
+1,684% +$5.49M 1.75% 8
2023
Q3 		$318K Hold
2,245
– – 0.1% 194
2023
Q2 		$336K Buy
+2,245
New +$323K 0.1% 189

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Herold Advisors's RSP Position: Q3 2025 in Review

Herold Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2025, closing a stake of 39,696 shares — an estimated $7.21M sold.

Herold Advisors first reported a position in RSP in Q2 2023 and held it in 9 quarters. The position peaked at $7.28M in Q3 2024. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • Herold Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2025 after selling out during the quarter.
  • Herold Advisors sold 39,696 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $7.21M.
  • Herold Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2023 and held it in 9 quarters.
  • Herold Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $7.28M in Q3 2024.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

Based on Herold Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.