NG
RSP icon

Novem Group’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Novem 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 		$236K Sell
1,111
-195
-15% -$39.9K 0.02% 397
2026
Q1 		$251K Buy
1,306
+259
+25% +$51.3K 0.03% 378
2025
Q4 		$201K Buy
+1,047
New +$199K 0.02% 402
2025
Q2 		– Sell
-1,291
Closed -$224K – 433
2025
Q1 		$224K Buy
1,291
+68
+6% +$12.1K 0.03% 329
2024
Q4 		$214K Buy
+1,223
New +$221K 0.03% 340

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

Novem Group's RSP Position: Q2 2026 in Review

Novem Group reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 15% in Q2 2026, selling an estimated $39.9K and leaving 1,111 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #397.

Novem Group first reported a position in RSP in Q4 2024 and has held it in 5 quarters since. The position peaked at $251K in Q1 2026. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

  • Novem Group held 1,111 shares of Invesco S&P 500 Equal Weight ETF worth $236K as of Q2 2026.
  • Novem Group sold 195 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $39.9K.
  • Invesco S&P 500 Equal Weight ETF made up 0.02% of Novem Group's portfolio in Q2 2026, its #397 holding.
  • Novem Group first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2024 and has held it in 5 quarters since.
  • Novem Group's Invesco S&P 500 Equal Weight ETF position peaked at $251K in Q1 2026.
  • 2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.