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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return

NewEdge Wealth's RSP Position: Q1 2026 in Review

NewEdge Wealth reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 6% in Q1 2026, selling an estimated $3.49M and leaving 274,305 shares worth $52.6M. The position accounts for 0.63% of the portfolio, ranked #39.

NewEdge Wealth first reported a position in RSP in Q4 2021 and has held it in 15 quarters since. The position peaked at $55.9M in Q4 2025. 2,213 funds tracked by Wall St. Rank hold RSP as of Q1 2026.

  • NewEdge Wealth held 274,305 shares of Invesco S&P 500 Equal Weight ETF worth $52.6M as of Q1 2026.
  • NewEdge Wealth sold 17,597 Invesco S&P 500 Equal Weight ETF shares in Q1 2026, an estimated $3.49M.
  • Invesco S&P 500 Equal Weight ETF made up 0.63% of NewEdge Wealth's portfolio in Q1 2026, its #39 holding.
  • NewEdge Wealth first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2021 and has held it in 15 quarters since.
  • NewEdge Wealth's Invesco S&P 500 Equal Weight ETF position peaked at $55.9M in Q4 2025.
  • 2,213 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.