Jefferies Financial Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Jefferies Financial Group’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	$28.7M	Hold	135,100	–	–	0.19%	105
2026 Q1	$25.9M	Sell	135,100 -17,900	-12%	-$3.55M	0.18%	93
2025 Q4	$29.3M	Buy	153,000 +20,200	+15%	+$3.83M	0.15%	125
2025 Q3	$25.2M	Buy	+132,800	New	+$24.7M	0.12%	126
2024 Q1	–	Sell	-17,100	Closed	-$2.7M	–	1974
2023 Q4	$2.7M	Buy	+17,100	New	+$2.48M	0.02%	595

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

Jefferies Financial Group's RSP Position: Q2 2026 in Review

Jefferies Financial Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4% in Q2 2026, buying an estimated $1.94M and bringing the position to 245,830 shares worth $52.3M. The position accounts for 0.34% of the portfolio, ranked #58.

Jefferies Financial Group first reported a position in RSP in Q4 2022 and has held it in 15 quarters since. The position peaked at $118M in Q4 2023. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Jefferies Financial Group held 245,830 shares of Invesco S&P 500 Equal Weight ETF worth $52.3M as of Q2 2026.
Jefferies Financial Group bought 9,464 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $1.94M.
Invesco S&P 500 Equal Weight ETF made up 0.34% of Jefferies Financial Group's portfolio in Q2 2026, its #58 holding.
Jefferies Financial Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2022 and has held it in 15 quarters since.
Jefferies Financial Group's Invesco S&P 500 Equal Weight ETF position peaked at $118M in Q4 2023.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.