Hirtle Callaghan & Co’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Hirtle Callaghan & Co’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	$359K	Hold	1,687	–	–	0.01%	102
2026 Q1	$324K	Sell	1,687 -51	-3%	-$10.1K	0.01%	99
2025 Q4	$333K	Sell	1,738 -125	-7%	-$23.7K	0.01%	97
2025 Q3	$353K	Sell	1,863 -107	-5%	-$19.9K	0.01%	90
2025 Q2	$358K	Sell	1,970 -32,867	-94%	-$5.67M	0.01%	93
2025 Q1	$6.03M	Buy	34,837 +738	+2%	+$131K	0.24%	33
2024 Q4	$5.98M	Buy	34,099 +26,139	+328%	+$4.73M	0.25%	34
2024 Q3	$1.43M	Sell	7,960 -5,713	-42%	-$976K	0.06%	53
2024 Q2	$2.25M	Buy	+13,673	New	+$2.25M	0.1%	46

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

Hirtle Callaghan & Co's RSP Position: Q2 2026 in Review

Hirtle Callaghan & Co held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 1,687 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #102.

Hirtle Callaghan & Co first reported a position in RSP in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.03M in Q1 2025. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Hirtle Callaghan & Co held 1,687 shares of Invesco S&P 500 Equal Weight ETF worth $359K as of Q2 2026.
Hirtle Callaghan & Co 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 Hirtle Callaghan & Co's portfolio in Q2 2026, its #102 holding.
Hirtle Callaghan & Co first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2024 and has held it in 9 quarters since.
Hirtle Callaghan & Co's Invesco S&P 500 Equal Weight ETF position peaked at $6.03M in Q1 2025.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.