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Means Investment Company’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Means Investment Company’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 		$480K Buy
+2,500
New +$495K 0.04% 129

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
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

Means Investment Company's RSP Position: Q1 2026 in Review

Means Investment Company opened a new position in Invesco S&P 500 Equal Weight ETF (RSP) in Q1 2026: 913 shares worth $175K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Means Investment Company previously reported a position in RSP as recently as Q3 2023.

Means Investment Company first reported a position in RSP in Q2 2022 and has held it in 7 quarters since. The position peaked at $271K in Q3 2022. 2,220 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • Means Investment Company held 913 shares of Invesco S&P 500 Equal Weight ETF worth $175K as of Q1 2026.
  • Invesco S&P 500 Equal Weight ETF was a new Means Investment Company position in Q1 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Means Investment Company's portfolio in Q1 2026, its #197 holding.
  • Means Investment Company first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2022 and has held it in 7 quarters since.
  • Means Investment Company's Invesco S&P 500 Equal Weight ETF position peaked at $271K in Q3 2022.
  • 2,220 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.