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MJP Associates’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MJP Associates’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 		$2.14M Sell
10,062
-242
-2% -$49.5K 0.23% 50
2026
Q1 		$1.98M Buy
10,304
+35
+0.3% +$6.94K 0.24% 50
2025
Q4 		$1.97M Sell
10,269
-3,401
-25% -$646K 0.25% 48
2025
Q3 		$2.59M Sell
13,670
-161
-1% -$30K 0.34% 31
2025
Q2 		$2.51M Sell
13,831
-192
-1% -$33.1K 0.37% 30
2025
Q1 		$2.43M Buy
14,023
+1,717
+14% +$305K 0.44% 32
2024
Q4 		$2.16M Sell
12,306
-718
-6% -$130K 0.39% 35
2024
Q3 		$2.33M Sell
13,024
-1,637
-11% -$280K 0.44% 31
2024
Q2 		$2.41M Buy
14,661
+968
+7% +$159K 0.5% 30
2024
Q1 		$2.32M Sell
13,693
-3,682
-21% -$591K 0.5% 29
2023
Q4 		$2.74M Sell
17,375
-15,221
-47% -$2.21M 0.73% 18
2023
Q3 		$4.62M Sell
32,596
-222,136
-87% -$33.2M 1.34% 11
2023
Q2 		$38.1M Sell
254,732
-301,016
-54% -$43.4M 12.47% 2
2023
Q1 		$80.4M Sell
555,748
-59,590
-10% -$8.73M 24.6% 1
2022
Q4 		$86.9M Buy
615,338
+137,398
+29% +$19.2M 25.33% 1
2022
Q3 		$60.8M Buy
477,940
+51,237
+12% +$7.23M 18.2% 1
2022
Q2 		$57.3M Buy
426,703
+86,529
+25% +$12.7M 16.06% 1
2022
Q1 		$53.7M Sell
340,174
-652
-0.2% -$102K 13.49% 1
2021
Q4 		$55.5M Sell
340,826
-7,591
-2% -$1.2M 16.47% 1
2021
Q3 		$52.2M Buy
348,417
+6,049
+2% +$926K 17.68% 1
2021
Q2 		$51.6M Buy
342,368
+12,866
+4% +$1.92M 17.27% 1
2021
Q1 		$46.7M Buy
329,502
+133,103
+68% +$18M 18.96% 1
2020
Q4 		$25M Buy
+196,399
New +$23.4M 10.55% 1

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
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

MJP Associates's RSP Position: Q2 2026 in Review

MJP Associates reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 2.3% in Q2 2026, selling an estimated $49.5K and leaving 10,062 shares worth $2.14M. The position accounts for 0.23% of the portfolio, ranked #50.

MJP Associates first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. The position peaked at $86.9M in Q4 2022. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • MJP Associates held 10,062 shares of Invesco S&P 500 Equal Weight ETF worth $2.14M as of Q2 2026.
  • MJP Associates sold 242 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $49.5K.
  • Invesco S&P 500 Equal Weight ETF made up 0.23% of MJP Associates's portfolio in Q2 2026, its #50 holding.
  • MJP Associates first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • MJP Associates's Invesco S&P 500 Equal Weight ETF position peaked at $86.9M in Q4 2022.
  • 2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on MJP Associates's 13F filing for Q2 2026, filed 11 Aug 2026.