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

Kovitz Investment Group 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	$1.8M	Sell	9,393 -207	-2%	-$41K	0.04%	244
2025 Q4	$1.84M	Sell	9,600 -378,264	-98%	-$71.8M	0.04%	242
2025 Q3	$73.6M	Sell	387,864 -50,754	-12%	-$9.46M	0.29%	73
2025 Q2	$79.7M	Buy	438,618 +18,169	+4%	+$3.14M	0.34%	72
2025 Q1	$72.8M	Sell	420,449 -33,819	-7%	-$6.01M	0.37%	70
2024 Q4	$79.6M	Buy	454,268 +67,741	+18%	+$12.2M	0.39%	68
2024 Q3	$65M	Buy	386,527 +354,742	+1,116%	+$60.6M	0.46%	52
2024 Q2	$5.22M	Buy	31,785 +25,384	+397%	+$4.18M	0.04%	279
2024 Q1	$1.08M	Sell	6,401 -1,635	-20%	-$263K	0.01%	396
2023 Q4	$1.27M	Buy	8,036 +2,496	+45%	+$363K	0.02%	267
2023 Q3	$785K	Buy	5,540 +501	+10%	+$74.8K	0.01%	303
2023 Q2	$754K	Hold	5,039	–	–	0.01%	314
2023 Q1	$729K	Sell	5,039 -199	-4%	-$29.1K	0.01%	313
2022 Q4	$740K	Buy	5,238 +199	+4%	+$27.8K	0.01%	310
2022 Q3	$641K	Hold	5,039	–	–	0.01%	310
2022 Q2	$676K	Sell	5,039 -244	-5%	-$35.7K	0.02%	317
2022 Q1	$833K	Buy	5,283 +394	+8%	+$61.4K	0.02%	307
2021 Q4	$624K	Hold	4,889	–	–	0.01%	326
2021 Q3	$732K	Hold	4,889	–	–	0.01%	327
2021 Q2	$737K	Hold	4,889	–	–	0.01%	334
2021 Q1	$693K	Hold	4,889	–	–	0.02%	317
2020 Q4	$624K	Buy	4,889 +400	+9%	+$47.6K	0.02%	323
2020 Q3	$485K	Hold	4,489	–	–	0.01%	326
2020 Q2	$457K	Hold	4,489	–	–	0.01%	313
2020 Q1	$377K	Hold	4,489	–	–	0.01%	307
2019 Q4	$519K	Hold	4,489	–	–	0.02%	317
2019 Q3	$485K	Buy	+4,489	New	+$482K	0.02%	320

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 $445B AUM 25.58% 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

Kovitz Investment Group Partners's RSP Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.2% in Q1 2026, selling an estimated $41K and leaving 9,393 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #244.

Kovitz Investment Group Partners first reported a position in RSP in Q3 2019 and has held it in 27 quarters since. The position peaked at $79.7M in Q2 2025. 2,222 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

Kovitz Investment Group Partners held 9,393 shares of Invesco S&P 500 Equal Weight ETF worth $1.8M as of Q1 2026.
Kovitz Investment Group Partners sold 207 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $41K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #244 holding.
Kovitz Investment Group Partners first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2019 and has held it in 27 quarters since.
Kovitz Investment Group Partners's Invesco S&P 500 Equal Weight ETF position peaked at $79.7M in Q2 2025.
2,222 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

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