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

IPG Investment 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
2026
Q2 		$16.1M Buy
75,763
+2,574
+4% +$527K 2.32% 8
2026
Q1 		$14M Buy
73,189
+1,859
+3% +$368K 2.41% 9
2025
Q4 		$13.7M Buy
71,330
+7,566
+12% +$1.44M 2.4% 9
2025
Q3 		$12.1M Sell
63,764
-114
-0.2% -$21.2K 2.16% 9
2025
Q2 		$11.6M Buy
63,878
+390
+0.6% +$67.3K 2.27% 10
2025
Q1 		$11M Buy
63,488
+8,963
+16% +$1.59M 2.49% 13
2024
Q4 		$9.55M Buy
54,525
+8,021
+17% +$1.45M 2.17% 13
2024
Q3 		$8.33M Sell
46,504
-1,382
-3% -$236K 1.82% 16
2024
Q2 		$7.87M Sell
47,886
-4,155
-8% -$683K 1.72% 14
2024
Q1 		$8.81M Sell
52,041
-11,085
-18% -$1.78M 1.92% 16
2023
Q4 		$9.96M Buy
63,126
+52,893
+517% +$7.68M 1.99% 16
2023
Q3 		$1.45M Buy
10,233
+4,520
+79% +$675K 0.32% 53
2023
Q2 		$855K Buy
5,713
+404
+8% +$58.2K 0.19% 73
2023
Q1 		$768K Sell
5,309
-2,526
-32% -$370K 0.18% 72
2022
Q4 		$1.11M Sell
7,835
-308
-4% -$43.1K 0.31% 50
2022
Q3 		$1.04M Buy
8,143
+445
+6% +$62.8K 0.29% 51
2022
Q2 		$1.03M Buy
7,698
+1,250
+19% +$183K 0.26% 56
2022
Q1 		$1.02M Buy
6,448
+2,332
+57% +$364K 0.19% 63
2021
Q4 		$670K Buy
4,116
+2,631
+177% +$416K 0.12% 94
2021
Q3 		$222K Buy
+1,485
New +$227K 0.07% 105

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

IPG Investment Advisors's RSP Position: Q2 2026 in Review

IPG Investment Advisors increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.5% in Q2 2026, buying an estimated $527K and bringing the position to 75,763 shares worth $16.1M. The position accounts for 2.32% of the portfolio, ranked #8.

IPG Investment Advisors first reported a position in RSP in Q3 2021 and has held it in 20 quarters since. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • IPG Investment Advisors held 75,763 shares of Invesco S&P 500 Equal Weight ETF worth $16.1M as of Q2 2026.
  • IPG Investment Advisors bought 2,574 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $527K.
  • Invesco S&P 500 Equal Weight ETF made up 2.32% of IPG Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • IPG Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.