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

NewEdge Wealth’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	$60.8M	Buy	285,858 +11,553	+4%	+$2.36M	0.61%	41
2026 Q1	$52.6M	Sell	274,305 -17,597	-6%	-$3.49M	0.63%	39
2025 Q4	$55.9M	Buy	291,902 +250,891	+612%	+$47.6M	0.63%	35
2025 Q3	$7.68M	Sell	41,011 -2,291	-5%	-$427K	0.11%	153
2025 Q2	$7.91M	Sell	43,302 -5,877	-12%	-$1.01M	0.12%	142
2025 Q1	$8.52M	Sell	49,179 -14,768	-23%	-$2.63M	0.15%	122
2024 Q4	$11.2M	Buy	63,947 +13,872	+28%	+$2.51M	0.19%	108
2024 Q3	$8.97M	Buy	50,075 +15,500	+45%	+$2.65M	0.16%	126
2024 Q2	$5.68M	Sell	34,575 -776	-2%	-$128K	0.12%	148
2024 Q1	$5.71M	Buy	35,351 +23,131	+189%	+$3.71M	0.13%	145
2023 Q4	$1.93M	Sell	12,220 -812	-6%	-$118K	0.05%	304
2023 Q3	$1.85M	Buy	13,032 +2,021	+18%	+$302K	0.06%	271
2023 Q2	$1.65M	Buy	11,011 +8,967	+439%	+$1.29M	0.06%	285
2023 Q1	$296K	Sell	2,044 -419	-17%	-$61.4K	0.01%	502
2022 Q4	$348K	Buy	+2,463	New	+$344K	0.02%	418
2022 Q1	–	Sell	-8,587	Closed	-$1.4M	–	443
2021 Q4	$1.4M	Buy	+8,587	New	+$1.36M	0.06%	202

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

NewEdge Wealth's RSP Position: Q2 2026 in Review

NewEdge Wealth increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.2% in Q2 2026, buying an estimated $2.36M and bringing the position to 285,858 shares worth $60.8M. The position accounts for 0.61% of the portfolio, ranked #41.

NewEdge Wealth first reported a position in RSP in Q4 2021 and has held it in 16 quarters since. 2,312 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

NewEdge Wealth held 285,858 shares of Invesco S&P 500 Equal Weight ETF worth $60.8M as of Q2 2026.
NewEdge Wealth bought 11,553 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $2.36M.
Invesco S&P 500 Equal Weight ETF made up 0.61% of NewEdge Wealth's portfolio in Q2 2026, its #41 holding.
NewEdge Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 16 quarters since.
2,312 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.