Nvest Financial
RSP icon

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
Q3 		– Sell
-1,588
Closed -$338K – 157
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.7B AUM 32.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Varma Mutual Pension Insurance Co
Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Nvest Financial's RSP Position: Q3 2026 in Review

Nvest Financial sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q3 2026, closing a stake of 1,588 shares — an estimated $338K sold.

Nvest Financial first reported a position in RSP in Q1 2022 and held it in 18 quarters. The position peaked at $875K in Q1 2022. 2,097 funds tracked by Wall St. Rank hold RSP as of Q3 2026.

  • Nvest Financial reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q3 2026 after selling out during the quarter.
  • Nvest Financial sold 1,588 Invesco S&P 500 Equal Weight ETF shares in Q3 2026, an estimated $338K.
  • Nvest Financial first reported a position in Invesco S&P 500 Equal Weight ETF in Q1 2022 and held it in 18 quarters.
  • Nvest Financial's Invesco S&P 500 Equal Weight ETF position peaked at $875K in Q1 2022.
  • 2,097 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2026.

Based on Nvest Financial's 13F filing for Q3 2026, filed 12 Nov 2026.