Moors & Cabot’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Moors & Cabot’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	–	Sell	-1,200	Closed	-$1.26K	–	976
2025 Q4	$1.26K	Buy	+1,200	New	+$228K	﹤0.01%	923

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Moors & Cabot's RSP Position: Q2 2026 in Review

Moors & Cabot increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 17% in Q2 2026, buying an estimated $906K and bringing the position to 30,049 shares worth $6.39M. The position accounts for 0.25% of the portfolio, ranked #82.

Moors & Cabot first reported a position in RSP in Q1 2014 and has held it in 41 quarters since. 2,321 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Moors & Cabot held 30,049 shares of Invesco S&P 500 Equal Weight ETF worth $6.39M as of Q2 2026.
Moors & Cabot bought 4,429 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $906K.
Invesco S&P 500 Equal Weight ETF made up 0.25% of Moors & Cabot's portfolio in Q2 2026, its #82 holding.
Moors & Cabot first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2014 and has held it in 41 quarters since.
2,321 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.