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

McCarter Private Wealth Services’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	$1.73M	Sell	8,153 -162	-2%	-$33.2K	0.6%	50
2026 Q1	$1.6M	Sell	8,315 -1,409	-14%	-$279K	0.69%	44
2025 Q4	$1.86M	Buy	9,724 +3,315	+52%	+$629K	0.84%	35
2025 Q3	$1.22M	Buy	6,409 +900	+16%	+$168K	0.62%	41
2025 Q2	$1M	Buy	5,509 +1,386	+34%	+$239K	0.57%	39
2025 Q1	$714K	Sell	4,123 -568	-12%	-$101K	0.47%	46
2024 Q4	$822K	Buy	4,691 +285	+6%	+$51.5K	0.52%	41
2024 Q3	$789K	Buy	+4,406	New	+$753K	0.5%	42

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

McCarter Private Wealth Services's RSP Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.9% in Q2 2026, selling an estimated $33.2K and leaving 8,153 shares worth $1.73M. The position accounts for 0.6% of the portfolio, ranked #50.

McCarter Private Wealth Services first reported a position in RSP in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.86M in Q4 2025. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

McCarter Private Wealth Services held 8,153 shares of Invesco S&P 500 Equal Weight ETF worth $1.73M as of Q2 2026.
McCarter Private Wealth Services sold 162 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $33.2K.
Invesco S&P 500 Equal Weight ETF made up 0.6% of McCarter Private Wealth Services's portfolio in Q2 2026, its #50 holding.
McCarter Private Wealth Services first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Invesco S&P 500 Equal Weight ETF position peaked at $1.86M in Q4 2025.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.