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Northwest & Ethical Investments’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Northwest & Ethical Investments’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
2025
Q2 		– Sell
-85,912
Closed -$14.9M – 534
2025
Q1 		$14.9M Sell
85,912
-54,580
-39% -$9.71M 0.4% 81
2024
Q4 		$24.6M Buy
140,492
+99,092
+239% +$17.9M 0.67% 37
2024
Q3 		$7.42M Buy
+41,400
New +$7.07M 0.2% 156
2021
Q2 		– Sell
-140,800
Closed -$19.9M – 428
2021
Q1 		$19.9M Buy
+140,800
New +$19M 0.7% 38

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwest & Ethical Investments's RSP Position: Q2 2025 in Review

Northwest & Ethical Investments sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q2 2025, closing a stake of 85,912 shares — an estimated $14.9M sold.

Northwest & Ethical Investments first reported a position in RSP in Q1 2021 and held it in 4 quarters. The position peaked at $24.6M in Q4 2024. 1,949 funds tracked by Wall St. Rank hold RSP as of Q2 2025.

  • Northwest & Ethical Investments reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q2 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 85,912 Invesco S&P 500 Equal Weight ETF shares in Q2 2025, an estimated $14.9M.
  • Northwest & Ethical Investments first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2021 and held it in 4 quarters.
  • Northwest & Ethical Investments's Invesco S&P 500 Equal Weight ETF position peaked at $24.6M in Q4 2024.
  • 1,949 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2025.

Based on Northwest & Ethical Investments's 13F filing for Q2 2025, filed 13 Aug 2025.