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Newbridge Financial Services Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Newbridge Financial Services Group’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 		$88.7K Buy
417
+15
+4% +$3.07K 0.01% 358
2026
Q1 		$77.2K Sell
402
-11
-3% -$2.18K 0.01% 351
2025
Q4 		$79.2K Buy
413
+19
+5% +$3.61K 0.01% 347
2025
Q3 		$74.7K Buy
394
+2
+0.5% +$373 0.01% 438
2025
Q2 		$71.3K Sell
392
-45
-10% -$7.77K 0.01% 437
2025
Q1 		$75.6K Sell
437
-9
-2% -$1.6K 0.02% 297
2024
Q4 		$78.2K Sell
446
-465
-51% -$84.1K 0.02% 312
2024
Q3 		$163K Buy
911
+63
+7% +$10.8K 0.06% 169
2024
Q2 		$139K Buy
848
+207
+32% +$34K 0.05% 229
2024
Q1 		$109K Sell
641
-444
-41% -$71.3K 0.05% 276
2023
Q4 		$171K Buy
1,085
+801
+282% +$116K 0.08% 208
2023
Q3 		$40.2K Buy
284
+59
+26% +$8.81K 0.02% 464
2023
Q2 		$33.6K Buy
225
+67
+42% +$9.65K 0.02% 556
2023
Q1 		$22.9K Hold
158
– – 0.01% 667
2022
Q4 		$22.3K Sell
158
-136
-46% -$19K 0.01% 685
2022
Q3 		$37K Hold
294
– – 0.02% 527
2022
Q2 		$39K Hold
294
– – 0.02% 463
2022
Q1 		$46K Sell
294
-49
-14% -$7.64K 0.02% 503
2021
Q4 		$56K Buy
343
+118
+52% +$18.6K 0.03% 431
2021
Q3 		$34K Hold
225
– – 0.02% 520
2021
Q2 		$34K Sell
225
-172
-43% -$25.6K 0.02% 565
2021
Q1 		$56K Buy
397
+1
+0.3% +$135 0.04% 369
2020
Q4 		$51K Hold
396
– – 0.04% 332
2020
Q3 		$43K Buy
+396
New +$42.7K 0.04% 342

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

Newbridge Financial Services Group's RSP Position: Q2 2026 in Review

Newbridge Financial Services Group increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 3.7% in Q2 2026, buying an estimated $3.07K and bringing the position to 417 shares worth $88.7K. The position accounts for 0.01% of the portfolio, ranked #358.

Newbridge Financial Services Group first reported a position in RSP in Q3 2020 and has held it in 24 quarters since. The position peaked at $171K in Q4 2023. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Newbridge Financial Services Group held 417 shares of Invesco S&P 500 Equal Weight ETF worth $88.7K as of Q2 2026.
  • Newbridge Financial Services Group bought 15 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $3.07K.
  • Invesco S&P 500 Equal Weight ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #358 holding.
  • Newbridge Financial Services Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Invesco S&P 500 Equal Weight ETF position peaked at $171K in Q4 2023.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.