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Legacy Edge Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Legacy Edge 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
2025
Q2 		– Sell
-3,395
Closed -$588K – 205
2025
Q1 		$588K Buy
3,395
+297
+10% +$52.8K 0.09% 98
2024
Q4 		$542K Sell
3,098
-31,284
-91% -$5.66M 0.09% 102
2024
Q3 		$6.16M Buy
34,382
+933
+3% +$159K 0.98% 27
2024
Q2 		$5.5M Buy
33,449
+4,613
+16% +$759K 1.01% 27
2024
Q1 		$4.88M Buy
28,836
+1,864
+7% +$299K 1.02% 26
2023
Q4 		$4.26M Buy
+26,972
New +$3.92M 0.97% 28

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Legacy Edge Advisors's RSP Position: Q2 2025 in Review

Legacy Edge Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 3,395 shares — an estimated $588K sold.

Legacy Edge Advisors first reported a position in RSP in Q4 2023 and held it in 6 quarters. The position peaked at $6.16M in Q3 2024. 1,953 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Legacy Edge Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Edge Advisors sold 3,395 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $588K.
  • Legacy Edge Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2023 and held it in 6 quarters.
  • Legacy Edge Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $6.16M in Q3 2024.
  • 1,953 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Legacy Edge Advisors's 13F filing for Q2 2025, filed 17 Aug 2026.