MassMutual Private Wealth & Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MassMutual Private Wealth & Trust’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	$38.3K	Sell	180 -130	-42%	-$26.6K	﹤0.01%	877
2026 Q1	$59.5K	Sell	310 -795	-72%	-$158K	﹤0.01%	708
2025 Q4	$212K	Hold	1,105	–	–	0.01%	438
2025 Q3	$210K	Buy	+1,105	New	+$206K	0.01%	436
2024 Q2	–	Sell	-570	Closed	-$96.5K	–	2217
2024 Q1	$96.5K	Hold	570	–	–	﹤0.01%	483
2023 Q4	$89.9K	Buy	+570	New	+$82.8K	﹤0.01%	481
2020 Q1	–	Sell	-1,277	Closed	-$148K	–	779
2019 Q4	$148K	Buy	+1,277	New	+$142K	0.01%	366
2018 Q1	–	Sell	-695	Closed	-$70.2K	–	1070
2017 Q4	$70.2K	Buy	+695	New	+$68.2K	0.01%	419

Other funds holding RSP

TPSF

Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

FIB

First Interstate Bank Billings, Montana $1.92B AUM 19.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MassMutual Private Wealth & Trust's RSP Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 42% in Q2 2026, selling an estimated $26.6K and leaving 180 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

MassMutual Private Wealth & Trust first reported a position in RSP in Q4 2017 and has held it in 8 quarters since. The position peaked at $212K in Q4 2025. 1,150 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

MassMutual Private Wealth & Trust held 180 shares of Invesco S&P 500 Equal Weight ETF worth $38.3K as of Q2 2026.
MassMutual Private Wealth & Trust sold 130 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $26.6K.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #877 holding.
MassMutual Private Wealth & Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2017 and has held it in 8 quarters since.
MassMutual Private Wealth & Trust's Invesco S&P 500 Equal Weight ETF position peaked at $212K in Q4 2025.
1,150 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.