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

HT 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	$754K	Sell	3,542 -1,990	-36%	-$407K	0.21%	30
2026 Q1	$1.06M	Buy	5,532 +9	+0.2%	+$1.78K	0.32%	24
2025 Q4	$1.06M	Hold	5,523	–	–	0.31%	25
2025 Q3	$1.05M	Sell	5,523 -30,198	-85%	-$5.63M	0.32%	24
2025 Q2	$6.49M	Buy	35,721 +32,798	+1,122%	+$5.66M	1.98%	7
2025 Q1	$506K	Buy	2,923 +565	+24%	+$100K	0.17%	31
2024 Q4	$413K	Buy	2,358 +15	+0.6%	+$2.71K	0.14%	34
2024 Q3	$420K	Buy	2,343 +6	+0.3%	+$1.02K	0.15%	32
2024 Q2	$384K	Hold	2,337	–	–	0.14%	33
2024 Q1	$396K	Buy	2,337 +12	+0.5%	+$1.93K	0.14%	34
2023 Q4	$367K	Hold	2,325	–	–	0.15%	34
2023 Q3	$329K	Buy	2,325 +10	+0.4%	+$1.49K	0.1%	35
2023 Q2	$346K	Hold	2,315	–	–	0.1%	37
2023 Q1	$335K	Sell	2,315 -34	-1%	-$4.98K	0.1%	36
2022 Q4	$332K	Hold	2,349	–	–	0.11%	33
2022 Q3	$299K	Hold	2,349	–	–	0.13%	33
2022 Q2	$315K	Sell	2,349 -2,431	-51%	-$356K	0.13%	33
2022 Q1	$754K	Hold	4,780	–	–	0.23%	27
2021 Q4	$778K	Buy	4,780 +2,412	+102%	+$381K	0.23%	27
2021 Q3	$355K	Hold	2,368	–	–	0.11%	33
2021 Q2	$357K	Buy	2,368 +14	+0.6%	+$2.08K	0.11%	32
2021 Q1	$333K	Sell	2,354 -9	-0.4%	-$1.21K	0.11%	33
2020 Q4	$301K	Sell	2,363 -3	-0.1%	-$357	0.1%	35
2020 Q3	$256K	Hold	2,366	–	–	0.1%	31
2020 Q2	$241K	Buy	+2,366	New	+$228K	0.1%	29
2020 Q1	–	Sell	-2,327	Closed	-$269K	–	34
2019 Q4	$269K	Hold	2,327	–	–	0.11%	26
2019 Q3	$252K	Hold	2,327	–	–	0.11%	26
2019 Q2	$251K	Sell	2,327 -24	-1%	-$2.54K	0.11%	25
2019 Q1	$246K	Buy	2,351 +17	+0.7%	+$1.72K	0.11%	25
2018 Q4	$213K	Hold	2,334	–	–	0.1%	27
2018 Q3	$250K	Buy	2,334 +22	+1%	+$2.33K	0.1%	22
2018 Q2	$237K	Hold	2,312	–	–	0.1%	21
2018 Q1	$230K	Hold	2,312	–	–	0.09%	20
2017 Q4	$235K	Sell	2,312 -185	-7%	-$18.2K	0.1%	19
2017 Q3	$239K	Buy	2,497 +223	+10%	+$20.9K	0.11%	19
2017 Q2	$211K	Hold	2,274	–	–	0.1%	19
2017 Q1	$207K	Buy	+2,274	New	+$204K	0.1%	20
2016 Q1	–	Sell	-102,795	Closed	-$7.71M	–	33
2015 Q4	$7.71M	Buy	102,795 +95,604	+1,329%	+$7.42M	4.99%	4
2015 Q3	$525K	Sell	7,191 -36,913	-84%	-$2.87M	0.35%	19
2015 Q2	$3.53M	Sell	44,104 -314	-0.7%	-$25.7K	1.93%	13
2015 Q1	$3.58M	Buy	+44,418	New	+$3.57M	1.94%	18

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

HT Partners's RSP Position: Q2 2026 in Review

HT Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 36% in Q2 2026, selling an estimated $407K and leaving 3,542 shares worth $754K. The position accounts for 0.21% of the portfolio, ranked #30.

HT Partners first reported a position in RSP in Q1 2015 and has held it in 41 quarters since. The position peaked at $7.71M in Q4 2015. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

HT Partners held 3,542 shares of Invesco S&P 500 Equal Weight ETF worth $754K as of Q2 2026.
HT Partners sold 1,990 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $407K.
Invesco S&P 500 Equal Weight ETF made up 0.21% of HT Partners's portfolio in Q2 2026, its #30 holding.
HT Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2015 and has held it in 41 quarters since.
HT Partners's Invesco S&P 500 Equal Weight ETF position peaked at $7.71M in Q4 2015.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.