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MMBG Investment Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

MMBG Investment 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
2026
Q2 		$1.33M Hold
6,266
– – 0.11% 95
2026
Q1 		$1.2M Buy
6,266
+1,651
+36% +$327K 0.11% 93
2025
Q4 		$884K Buy
4,615
+320
+7% +$60.7K 0.07% 109
2025
Q3 		$815K Hold
4,295
– – 0.07% 114
2025
Q2 		$781K Sell
4,295
-210
-5% -$36.2K 0.08% 112
2025
Q1 		$780K Buy
+4,505
New +$801K 0.09% 103
2024
Q4 		– Sell
-1,474
Closed -$264K – 171
2024
Q3 		$264K Buy
+1,474
New +$252K 0.03% 156

Other funds holding RSP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MCM
MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

MMBG Investment Advisors's RSP Position: Q2 2026 in Review

MMBG Investment Advisors held its Invesco S&P 500 Equal Weight ETF (RSP) position steady in Q2 2026 at 6,266 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #95.

MMBG Investment Advisors first reported a position in RSP in Q3 2024 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • MMBG Investment Advisors held 6,266 shares of Invesco S&P 500 Equal Weight ETF worth $1.33M as of Q2 2026.
  • MMBG Investment Advisors left its Invesco S&P 500 Equal Weight ETF share count unchanged in Q2 2026.
  • Invesco S&P 500 Equal Weight ETF made up 0.11% of MMBG Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • MMBG Investment Advisors first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.