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 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 $1.66T 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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

TPSF

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

McCarter Private Wealth Services's RSP Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 14% in Q1 2026, selling an estimated $279K and leaving 8,315 shares worth $1.6M. The position accounts for 0.69% of the portfolio, ranked #44.

McCarter Private Wealth Services first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.86M in Q4 2025. 2,214 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

McCarter Private Wealth Services held 8,315 shares of Invesco S&P 500 Equal Weight ETF worth $1.6M as of Q1 2026.
McCarter Private Wealth Services sold 1,409 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $279K.
Invesco S&P 500 Equal Weight ETF made up 0.69% of McCarter Private Wealth Services's portfolio in Q1 2026, its #44 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 7 quarters since.
McCarter Private Wealth Services's Invesco S&P 500 Equal Weight ETF position peaked at $1.86M in Q4 2025.
2,214 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.