Klingman & Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Klingman & Associates’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	$2.61M	Hold	13,603	–	–	0.13%	70
2025 Q4	$2.61M	Sell	13,603 -5	-0%	-$949	0.13%	69
2025 Q3	$2.58M	Sell	13,608 -570	-4%	-$106K	0.13%	67
2025 Q2	$2.58M	Sell	14,178 -250	-2%	-$43.2K	0.14%	64
2025 Q1	$2.5M	Sell	14,428 -250	-2%	-$44.5K	0.15%	64
2024 Q4	$2.57M	Sell	14,678 -690	-4%	-$125K	0.16%	61
2024 Q3	$2.75M	Hold	15,368	–	–	0.17%	59
2024 Q2	$2.52M	Sell	15,368 -769	-5%	-$126K	0.17%	59
2024 Q1	$2.73M	Buy	16,137 +86	+0.5%	+$13.8K	0.19%	52
2023 Q4	$2.53M	Buy	16,051 +683	+4%	+$99.2K	0.19%	53
2023 Q3	$2.18M	Buy	15,368 +820	+6%	+$122K	0.18%	56
2023 Q2	$2.18M	Buy	14,548 +180	+1%	+$25.9K	0.18%	57
2023 Q1	$2.08M	Hold	14,368	–	–	0.18%	53
2022 Q4	$2.03M	Hold	14,368	–	–	0.18%	52
2022 Q3	$1.83M	Hold	14,368	–	–	0.18%	55
2022 Q2	$1.93M	Sell	14,368 -152	-1%	-$22.2K	0.19%	53
2022 Q1	$2.29M	Hold	14,520	–	–	0.19%	49
2021 Q4	$2.36M	Hold	14,520	–	–	0.2%	44
2021 Q3	$2.17M	Sell	14,520 -2,020	-12%	-$309K	0.2%	44
2021 Q2	$2.49M	Buy	16,540 +1,890	+13%	+$281K	0.24%	40
2021 Q1	$2.08M	Hold	14,650	–	–	0.21%	43
2020 Q4	$1.87M	Buy	14,650 +8,900	+155%	+$1.06M	0.22%	43
2020 Q3	$622K	Hold	5,750	–	–	0.08%	70
2020 Q2	$585K	Sell	5,750 -4,000	-41%	-$386K	0.09%	71
2020 Q1	$819K	Buy	9,750 +4,000	+70%	+$425K	0.17%	55
2019 Q4	$665K	Hold	5,750	–	–	0.11%	67
2019 Q3	$621K	Hold	5,750	–	–	0.11%	65
2019 Q2	$620K	Sell	5,750 -400	-7%	-$42.4K	0.12%	66
2019 Q1	$642K	Hold	6,150	–	–	0.13%	62
2018 Q4	$562K	Sell	6,150 -400	-6%	-$39.6K	0.13%	58
2018 Q3	$700K	Hold	6,550	–	–	0.14%	56
2018 Q2	$667K	Hold	6,550	–	–	0.14%	56
2018 Q1	$652K	Hold	6,550	–	–	0.15%	56
2017 Q4	$662K	Hold	6,550	–	–	0.14%	58
2017 Q3	$626K	Sell	6,550 -102	-2%	-$9.54K	0.15%	51
2017 Q2	$617K	Hold	6,652	–	–	0.16%	49
2017 Q1	$604K	Hold	6,652	–	–	0.17%	49
2016 Q4	$576K	Hold	6,652	–	–	0.17%	48
2016 Q3	$556K	Hold	6,652	–	–	0.17%	54
2016 Q2	$534K	Hold	6,652	–	–	0.17%	53
2016 Q1	$522K	Hold	6,652	–	–	0.19%	55
2015 Q4	$510K	Hold	6,652	–	–	0.19%	62
2015 Q3	$489K	Hold	6,652	–	–	0.19%	64
2015 Q2	$531K	Sell	6,652 -50	-0.7%	-$4.1K	0.21%	54
2015 Q1	$543K	Sell	6,702 -285	-4%	-$22.9K	0.22%	51
2014 Q4	$559K	Buy	+6,987	New	+$543K	0.23%	51

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 $2.7B AUM 6.73% 1-Year Est. Return

Klingman & Associates's RSP Position: Q1 2026 in Review

Klingman & Associates held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q1 2026 at 13,603 shares worth $2.61M. The position accounts for 0.13% of the portfolio, ranked #70.

Klingman & Associates first reported a position in RSP in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.75M in Q3 2024. 2,212 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Klingman & Associates held 13,603 shares of Invesco S&P 500 Equal Weight ETF worth $2.61M as of Q1 2026.
Klingman & Associates left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q1 2026.
Invesco S&P 500 Equal Weight ETF made up 0.13% of Klingman & Associates's portfolio in Q1 2026, its #70 holding.
Klingman & Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's Invesco S&P 500 Equal Weight ETF position peaked at $2.75M in Q3 2024.
2,212 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.