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 Q3	$37.4K	Hold	180	–	–	﹤0.01%	831
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return

Picton Mahoney Asset Management Toronto, Ontario, Canada $14.8B AUM 38.11% 1-Year Est. Return

MassMutual Private Wealth & Trust's RSP Position: Q3 2026 in Review

MassMutual Private Wealth & Trust held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q3 2026 at 180 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

MassMutual Private Wealth & Trust first reported a position in RSP in Q4 2017 and has held it in 9 quarters since. The position peaked at $212K in Q4 2025. 1,678 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

MassMutual Private Wealth & Trust held 180 shares of Invesco S&P 500 Equal Weight ETF worth $37.4K as of Q3 2026.
MassMutual Private Wealth & Trust left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q3 2026.
Invesco S&P 500 Equal Weight ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #831 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 9 quarters since.
MassMutual Private Wealth & Trust's Invesco S&P 500 Equal Weight ETF position peaked at $212K in Q4 2025.
1,678 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.