Nvest Financial’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Nvest Financial’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	$338K	Buy	1,588 +4	+0.3%	+$819	0.11%	120
2026 Q1	$304K	Buy	1,584 +5	+0.3%	+$991	0.11%	117
2025 Q4	$303K	Buy	1,579 +290	+22%	+$55K	0.13%	110
2025 Q3	$245K	Sell	1,289 -479	-27%	-$89.3K	0.14%	114
2025 Q2	$321K	Sell	1,768 -1,153	-39%	-$199K	0.17%	87
2025 Q1	$506K	Sell	2,921 -6	-0.2%	-$1.07K	0.27%	66
2024 Q4	$513K	Sell	2,927 -247	-8%	-$44.7K	0.26%	78
2024 Q3	$569K	Buy	3,174 +10	+0.3%	+$1.71K	0.32%	67
2024 Q2	$520K	Sell	3,164 -904	-22%	-$149K	0.32%	58
2024 Q1	$689K	Sell	4,068 -72	-2%	-$11.6K	0.46%	50
2023 Q4	$653K	Sell	4,140 -206	-5%	-$29.9K	0.51%	41
2023 Q3	$616K	Sell	4,346 -30	-0.7%	-$4.48K	0.58%	35
2023 Q2	$655K	Buy	4,376 +392	+10%	+$56.5K	0.57%	37
2023 Q1	$576K	Buy	3,984 +48	+1%	+$7.03K	0.6%	38
2022 Q4	$556K	Buy	3,936 +13	+0.3%	+$1.82K	0.7%	36
2022 Q3	$499K	Sell	3,923 -1,372	-26%	-$194K	0.71%	36
2022 Q2	$711K	Sell	5,295 -256	-5%	-$37.5K	0.75%	38
2022 Q1	$875K	Buy	+5,551	New	+$866K	0.72%	41

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

Nvest Financial's RSP Position: Q2 2026 in Review

Nvest Financial increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 0.25% in Q2 2026, buying an estimated $819 and bringing the position to 1,588 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #120.

Nvest Financial first reported a position in RSP in Q1 2022 and has held it in 18 quarters since. The position peaked at $875K in Q1 2022. 2,313 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Nvest Financial held 1,588 shares of Invesco S&P 500 Equal Weight ETF worth $338K as of Q2 2026.
Nvest Financial bought 4 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $819.
Invesco S&P 500 Equal Weight ETF made up 0.11% of Nvest Financial's portfolio in Q2 2026, its #120 holding.
Nvest Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and has held it in 18 quarters since.
Nvest Financial's Invesco S&P 500 Equal Weight ETF position peaked at $875K in Q1 2022.
2,313 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.