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Modera Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Modera Wealth Management’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 		$10.8M Buy
50,815
+530
+1% +$108K 0.12% 123
2026
Q1 		$9.65M Buy
50,285
+247
+0.5% +$48.9K 0.12% 127
2025
Q4 		$9.59M Sell
50,038
-725
-1% -$138K 0.11% 131
2025
Q3 		$9.63M Sell
50,763
-58
-0.1% -$10.8K 0.11% 129
2025
Q2 		$9.24M Buy
50,821
+15
+0% +$2.59K 0.11% 130
2025
Q1 		$8.8M Sell
50,806
-434
-0.8% -$77.2K 0.12% 132
2024
Q4 		$8.98M Buy
51,240
+45,658
+818% +$8.26M 0.11% 128
2024
Q3 		$1M Sell
5,582
-28
-0.5% -$4.78K 0.01% 310
2024
Q2 		$922K Buy
5,610
+8
+0.1% +$1.32K 0.01% 301
2024
Q1 		$949K Hold
5,602
– – 0.01% 303
2023
Q4 		$884K Sell
5,602
-1,834
-25% -$266K 0.01% 302
2023
Q3 		$1.05M Sell
7,436
-39
-0.5% -$5.83K 0.02% 274
2023
Q2 		$1.12M Buy
7,475
+995
+15% +$143K 0.02% 281
2023
Q1 		$937K Sell
6,480
-459
-7% -$67.2K 0.04% 163
2022
Q4 		$980K Buy
6,939
+1,855
+36% +$259K 0.04% 155
2022
Q3 		$647K Sell
5,084
-736
-13% -$104K 0.03% 164
2022
Q2 		$781K Sell
5,820
-999
-15% -$146K 0.04% 161
2022
Q1 		$1.07M Buy
6,819
+451
+7% +$70.3K 0.05% 147
2021
Q4 		$1.04M Buy
6,368
+853
+15% +$135K 0.04% 170
2021
Q3 		$826K Buy
5,515
+1,174
+27% +$180K 0.04% 120
2021
Q2 		$654K Buy
4,341
+1,113
+34% +$166K 0.04% 130
2021
Q1 		$457K Buy
3,228
+420
+15% +$56.7K 0.03% 141
2020
Q4 		$359K Buy
+2,808
New +$334K 0.03% 160

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Modera Wealth Management's RSP Position: Q2 2026 in Review

Modera Wealth Management increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 1.1% in Q2 2026, buying an estimated $108K and bringing the position to 50,815 shares worth $10.8M. The position accounts for 0.12% of the portfolio, ranked #123.

Modera Wealth Management first reported a position in RSP in Q4 2020 and has held it in 23 quarters since. 1,560 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Modera Wealth Management held 50,815 shares of Invesco S&P 500 Equal Weight ETF worth $10.8M as of Q2 2026.
  • Modera Wealth Management bought 530 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $108K.
  • Invesco S&P 500 Equal Weight ETF made up 0.12% of Modera Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Modera Wealth Management first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.