Mayflower Financial Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Mayflower Financial 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	-1,519	Closed	-$263K	–	404
2025 Q1	$263K	Sell	1,519 -175	-10%	-$31.1K	0.04%	326
2024 Q4	$297K	Buy	+1,694	New	+$306K	0.04%	299
2023 Q3	–	Sell	-3,129	Closed	-$468K	–	362
2023 Q2	$468K	Sell	3,129 -2,668	-46%	-$384K	0.06%	209
2023 Q1	$838K	Sell	5,797 -20	-0.3%	-$2.93K	0.11%	146
2022 Q4	$822K	Sell	5,817 -371	-6%	-$51.9K	0.11%	143
2022 Q3	$788K	Sell	6,188 -297	-5%	-$41.9K	0.13%	126
2022 Q2	$870K	Buy	6,485 +181	+3%	+$26.5K	0.13%	120
2022 Q1	$994K	Sell	6,304 -34	-0.5%	-$5.3K	0.13%	113
2021 Q4	$1.03M	Sell	6,338 -238	-4%	-$37.6K	0.14%	108
2021 Q3	$1.03M	Sell	6,576 -131	-2%	-$20.1K	0.14%	106
2021 Q2	$1.01M	Buy	6,707 +70	+1%	+$10.4K	0.14%	104
2021 Q1	$940K	Buy	6,637 +88	+1%	+$11.9K	0.14%	104
2020 Q4	$835K	Buy	+6,549	New	+$779K	0.14%	105

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TPSF

Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mayflower Financial Advisors's RSP Position: Q2 2025 in Review

Mayflower Financial Advisors sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 1,519 shares — an estimated $263K sold.

Mayflower Financial Advisors first reported a position in RSP in Q4 2020 and held it in 13 quarters. The position peaked at $1.03M in Q4 2021. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

Mayflower Financial Advisors reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
Mayflower Financial Advisors sold 1,519 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $263K.
Mayflower Financial Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and held it in 13 quarters.
Mayflower Financial Advisors's Invesco S&P 500 Equal Weight ETF position peaked at $1.03M in Q4 2021.
1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Mayflower Financial Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.