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

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 Q2	$645K	Hold	3,031	–	–	0.2%	97
2026 Q1	$582K	Hold	3,031	–	–	0.21%	97
2025 Q4	$581K	Buy	3,031 +1	+0%	+$190	0.2%	96
2025 Q3	$575K	Hold	3,030	–	–	0.2%	95
2025 Q2	$551K	Hold	3,030	–	–	0.21%	93
2025 Q1	$525K	Hold	3,030	–	–	0.22%	93
2024 Q4	$531K	Buy	3,030 +1	+0%	+$181	0.22%	92
2024 Q3	$543K	Hold	3,029	–	–	0.23%	87
2024 Q2	$498K	Hold	3,029	–	–	0.22%	88
2024 Q1	$513K	Hold	3,029	–	–	0.23%	91
2023 Q4	$478K	Hold	3,029	–	–	0.24%	93
2023 Q3	$429K	Buy	3,029 +1	+0%	+$149	0.23%	95
2023 Q2	$453K	Hold	3,028	–	–	0.24%	91
2023 Q1	$438K	Buy	+3,028	New	+$443K	0.23%	95
2022 Q4	–	Sell	-13,474	Closed	-$1.72M	–	224
2022 Q3	$1.72M	Buy	+13,474	New	+$1.9M	0.51%	57
2020 Q1	–	Sell	-2,896	Closed	-$335K	–	144
2019 Q4	$335K	Buy	2,896 +355	+14%	+$39.4K	0.23%	98
2019 Q3	$275K	Buy	2,541 +2	+0.1%	+$215	0.2%	112
2019 Q2	$274K	Sell	2,539 -107	-4%	-$11.3K	0.2%	114
2019 Q1	$276K	Sell	2,646 -294	-10%	-$29.7K	0.2%	106
2018 Q4	$269K	Buy	2,940 +3	+0.1%	+$297	0.23%	96
2018 Q3	$258	Buy	2,937 +19	+0.7%	+$2.01K	0.14%	96
2018 Q2	$297K	Sell	2,918 -383	-12%	-$38.8K	0.22%	98
2018 Q1	$328K	Buy	3,301 +2	+0.1%	+$205	0.24%	88
2017 Q4	$333K	Buy	3,299 +10	+0.3%	+$982	0.25%	92
2017 Q3	$314K	Sell	3,289 -39	-1%	-$3.65K	0.27%	86
2017 Q2	$308K	Buy	3,328 +142	+4%	+$13K	0.28%	87
2017 Q1	$289K	Sell	3,186 -864	-21%	-$77.5K	0.28%	86
2016 Q4	$351K	Sell	4,050 -537	-12%	-$45.4K	0.34%	76
2016 Q3	$383K	Buy	4,587 +381	+9%	+$31.7K	0.22%	108
2016 Q2	$338K	Buy	4,206 +1,478	+54%	+$117K	0.34%	79
2016 Q1	$209K	Buy	+2,728	New	+$201K	0.14%	157

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

Investment Partners's RSP Position: Q2 2026 in Review

Investment Partners held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 3,031 shares worth $645K. The position accounts for 0.2% of the portfolio, ranked #97.

Investment Partners first reported a position in RSP in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.72M in Q3 2022. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Investment Partners held 3,031 shares of Invesco S&P 500 Equal Weight ETF worth $645K as of Q2 2026.
Investment Partners left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
Invesco S&P 500 Equal Weight ETF made up 0.2% of Investment Partners's portfolio in Q2 2026, its #97 holding.
Investment Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2016 and has held it in 31 quarters since.
Investment Partners's Invesco S&P 500 Equal Weight ETF position peaked at $1.72M in Q3 2022.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.