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

HUB Investment 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 Q1	–	Sell	-200	Closed	-$38.3K	–	1214
2025 Q4	$38.3K	Hold	200	–	–	﹤0.01%	940
2025 Q3	$37.9K	Hold	200	–	–	﹤0.01%	787
2025 Q2	$36.3K	Hold	200	–	–	﹤0.01%	712
2025 Q1	$34.6K	Hold	200	–	–	﹤0.01%	613
2024 Q4	$10.1K	Buy	+200	New	+$36.2K	﹤0.01%	584

Other funds holding RSP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

HUB Investment Partners's RSP Position: Q1 2026 in Review

HUB Investment Partners increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.3% in Q1 2026, buying an estimated $21.2K and bringing the position to 3,307 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #472.

HUB Investment Partners first reported a position in RSP in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2025. 2,215 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

HUB Investment Partners held 3,307 shares of Invesco S&P 500 Equal Weight ETF worth $635K as of Q1 2026.
HUB Investment Partners bought 107 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $21.2K.
Invesco S&P 500 Equal Weight ETF made up 0.02% of HUB Investment Partners's portfolio in Q1 2026, its #472 holding.
HUB Investment Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 9 quarters since.
HUB Investment Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.08M in Q3 2025.
2,215 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.